We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,903 hedge funds and large institutions have $174B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 764 increasing their positions, 778 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 104

2% more capital invested

Capital invested by funds: $171B → $174B (+$3.11B)

1% less funds holding

Funds holding: 1,9181,903 (-15)

0.98% less ownership

Funds ownership: 68.54%67.56% (-0.98%)

2% less repeat investments, than reductions

Existing positions increased: 764 | Existing positions reduced: 778

4% less funds holding in top 10

Funds holding in top 10: 612589 (-23)

30% less call options, than puts

Call options by funds: $136B | Put options by funds: $195B

Holders
1,903
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
43.56%
Holding in Top 10
589
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.76%
% of All Funds
13.48%
New
107
Increased
764
Reduced
778
Closed
104
Calls
$136B
Puts
$195B
Net Calls
-$59.2B
Net Calls Change
+$47.3B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1526
CapWealth Advisors
Tennessee
$572K +$29.4K +109 +5%
VSWA
1527
Vontobel Swiss Wealth Advisors
Switzerland
$571K
SNBOSD
1528
Security National Bank of So Dak
Iowa
$570K
RVPG
1529
Relative Value Partners Group
$570K +$24.8K +92 +5%
CMP
1530
Courage Miller Partners
Virginia
$569K
SCA
1531
Stonebridge Capital Advisors
Minnesota
$569K +$47K +174 +9%
LFR
1532
Lehman Financial Resources
Pennsylvania
$567K -$24.8K -92 -4%
KF
1533
Krilogy Financial
Missouri
$564K +$13K +48 +2%
AC
1534
Arjuna Capital
North Carolina
$562K +$3.78K +14 +0.7%
TNB
1535
Thomasville National Bank
Georgia
$558K -$45.9K -170 -8%
FAM
1536
Flaharty Asset Management
Florida
$557K -$13.8K -51 -2%
GCM
1537
Gladius Capital Management
Illinois
$551K -$505M -1,868,305 -96%
ALIONA
1538
Allianz Life Insurance of North America
Minnesota
$551K +$85.3K +316 +18%
LFA
1539
Legacy Financial Advisors
Kentucky
$549K +$12.2K +45 +2%
GAMC
1540
Garner Asset Management Corp
Texas
$547K +$810 +3 +0.1%
PAA
1541
Peregrine Asset Advisers
Oregon
$545K +$28.4K +105 +6%
PFC
1542
Poplar Forest Capital
California
$544K
NED
1543
Nancy E. Dempze
$543K -$108K -400 -17%
PAMU
1544
Pictet Asset Management (UK)
United Kingdom
$543K
Man Group
1545
Man Group
United Kingdom
$543K +$216K +800 +67%
CG
1546
Cutler Group
California
$542K +$540K +2,001 New
AIM
1547
Arcadia Investment Management
Michigan
$540K +$76.7K +284 +17%
TSS
1548
Thomas Story & Son
Indiana
$537K
DWM
1549
Dorchester Wealth Management
Quebec, Canada
$536K
LYV
1550
Live Your Vision
Pennsylvania
$534K

SPY Hedge Fund Activity: Q2 2018 in Review

1,903 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2018, worth a combined $174B — up 1.8% from $171B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SPY positions and 104 closed out — a net gain of 3 holders — while 764 added to existing stakes and 778 trimmed.

The largest buyer was Bank of America, adding an estimated $8.93B. The largest seller was HSBC Holdings, cutting an estimated $3.41B.

  • 1,903 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2018, down from 1,918 in Q1 2018.
  • Funds reported $174B of State Street SPDR S&P 500 ETF Trust stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 107 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2018 and 104 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2018 was Bank of America, an estimated $8.93B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2018 was HSBC Holdings, an estimated $3.41B sold.

Based on aggregated 13F filings for Q2 2018.