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State Street SPDR S&P 500 ETF Trust

1,642 hedge funds and large institutions have $174B invested in State Street SPDR S&P 500 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 640 increasing their positions, 704 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 104

8% more capital invested

Capital invested by funds: $161B → $174B (+$12.5B)

1% more funds holding in top 10

Funds holding in top 10: 530535 (+5)

0.01% more ownership

Funds ownership: 72.37%72.37% (+0.01%)

1% less funds holding

Funds holding: 1,6541,642 (-12)

9% less repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 704

46% less call options, than puts

Call options by funds: $74B | Put options by funds: $138B

Holders
1,642
Holders Change
-12
Holders Change %
-0.73%
% of All Funds
40.88%
Holding in Top 10
535
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.94%
% of All Funds
13.32%
New
117
Increased
640
Reduced
704
Closed
104
Calls
$74B
Puts
$138B
Net Calls
-$63.6B
Net Calls Change
-$14.2B
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1576
Davidson Investment Advisors
Montana
$188K
PFGIA
1577
Patriot Financial Group Insurance Agency
Massachusetts
$180K -$13.9K -60 -7%
KHLMTHM
1578
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$167K -$107K -459 -39%
GBT
1579
Grove Bank & Trust
Florida
$167K -$69.7K -300 -30%
IDBONY
1580
Israel Discount Bank of New York
New York
$166K -$134K -577 -45%
OFS
1581
Orrstown Financial Services
Pennsylvania
$161K +$79K +340 +99%
AIP
1582
Almanack Investment Partners
Pennsylvania
$161K +$158K +680 New
TC
1583
Trust Company
Kansas
$158K
FFC
1584
First Financial Corp
Indiana
$154K
JWA
1585
JFS Wealth Advisors
Pennsylvania
$146K
CFG
1586
CKW Financial Group
Hawaii
$142K +$232 +1 +0.2%
KBFS
1587
Kohmann Bosshard Financial Services
Ohio
$139K +$137K +590 New
SIM
1588
Sonora Investment Management
Arizona
$134K
VWM
1589
Valley Wealth Managers
New Jersey
$132K -$268K -1,155 -67%
MWM
1590
MinichMacGregor Wealth Management
New York
$119K
AAP
1591
Arax Advisory Partners
Colorado
$119K +$20.4K +88 +21%
Victory Capital Management
1592
Victory Capital Management
Texas
$118K +$116K +501 New
NSB
1593
Norway Savings Bank
Maine
$111K -$13.9K -60 -11%
SO
1594
STRS Ohio
Ohio
$108K -$220K -945 -67%
TCM
1595
Tradewinds Capital Management
Washington
$105K +$232 +1 +0.2%
BRC
1596
Bell Rock Capital
Delaware
$98K +$7.9K +34 +9%
ST
1597
Spot Trading
Illinois
$98K +$13.5K +58 +16%
ABFS
1598
Appropriate Balance Financial Services
Washington
$94.8K -$17.1M -73,437 -77%
WAS
1599
WESPAC Advisors SoCal
California
$94.3K
FPB
1600
First PREMIER Bank
South Dakota
$94K

SPY Hedge Fund Activity: Q1 2017 in Review

1,642 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2017, worth a combined $174B — up 7.8% from $161B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SPY positions and 104 closed out — a net gain of 13 holders — while 640 added to existing stakes and 704 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.87B. The largest seller was JP Morgan Chase, cutting an estimated $2.21B.

  • 1,642 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2017, down from 1,654 in Q4 2016.
  • Funds reported $174B of State Street SPDR S&P 500 ETF Trust stock for Q1 2017, up 7.8% quarter-over-quarter.
  • 117 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2017 and 104 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2017 was Wells Fargo, an estimated $3.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2017 was JP Morgan Chase, an estimated $2.21B sold.

Based on aggregated 13F filings for Q1 2017.