We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,918 hedge funds and large institutions have $171B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 746 increasing their positions, 843 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 116

0.86% more ownership

Funds ownership: 67.68%68.54% (+0.86%)

0% more funds holding

Funds holding: 1,9131,918 (+5)

1% less funds holding in top 10

Funds holding in top 10: 618612 (-6)

9% less capital invested

Capital invested by funds: $189B → $171B (-$17.7B)

12% less repeat investments, than reductions

Existing positions increased: 746 | Existing positions reduced: 843

47% less call options, than puts

Call options by funds: $118B | Put options by funds: $225B

Holders
1,918
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.95%
Holding in Top 10
612
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14.02%
New
145
Increased
746
Reduced
843
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
1626
Zurich Cantonal Bank
Switzerland
$447K -$1.68M -6,169 -78%
BCI
1627
Brinker Capital Investments
Pennsylvania
$447K +$30K +110 +7%
ATIA
1628
American Trust Investment Advisors
New Hampshire
$445K +$13.9K +51 +3%
LKIM
1629
Lawson Kroeker Investment Management
Nebraska
$442K
JWA
1630
JFS Wealth Advisors
Pennsylvania
$442K +$211K +774 +86%
CWM
1631
Cabot Wealth Management
Massachusetts
$442K +$458K +1,679 New
PRHC
1632
P.R. Herzig & Co
New York
$441K
LCOV
1633
London Company of Virginia
Virginia
$440K -$32.8M -120,328 -99%
RA
1634
RFG Advisory
Alabama
$440K -$454K -1,665 -50%
DIA
1635
Dana Investment Advisors
Wisconsin
$438K -$142K -520 -24%
BPB
1636
Badgley, Phelps & Bell
Washington
$437K -$78.9K -289 -15%
MCP
1637
Mirador Capital Partners
California
$435K -$6.82K -25 -1%
PMG
1638
ProVise Management Group
Florida
$435K +$25.9K +95 +6%
BWM
1639
Baystate Wealth Management
Massachusetts
$432K +$116K +424 +35%
AIA
1640
Armor Investment Advisors
North Carolina
$430K
WIC
1641
Whitegate Investment Counselors
New Hampshire
$424K +$49.9K +183 +13%
RG
1642
Renaissance Group
Kentucky
$422K -$39.8K -146 -8%
LAIC
1643
Lederer & Associates Investment Counsel
California
$422K -$13.6K -50 -3%
WHG
1644
Westwood Holdings Group
Texas
$421K -$22.7K -83 -5%
RGIA
1645
Rainier Group Investment Advisory
Washington
$420K
CB
1646
Cadence Bank
Mississippi
$419K -$57.3K -210 -12%
MCM
1647
MV Capital Management
Maryland
$418K -$86.2K -316 -17%
FCMT
1648
Founders Capital Management (Texas)
Texas
$416K +$1.09K +4 +0.3%
BC
1649
Barnett & Company
Tennessee
$416K +$7.64K +28 +2%
MAA
1650
Mraz Amerine & Associates
California
$415K -$8.46K -31 -2%

SPY Hedge Fund Activity: Q1 2018 in Review

1,918 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2018, worth a combined $171B — down 9.4% from $189B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new SPY positions and 116 closed out — a net gain of 29 holders — while 746 added to existing stakes and 843 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $2.51B. The largest seller was Goldman Sachs, cutting an estimated $2.72B.

  • 1,918 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2018, up from 1,913 in Q4 2017.
  • Funds reported $171B of State Street SPDR S&P 500 ETF Trust stock for Q1 2018, down 9.4% quarter-over-quarter.
  • 145 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2018 and 116 closed out, a net change of +29 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2018 was Deutsche Bank, an estimated $2.51B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2018 was Goldman Sachs, an estimated $2.72B sold.

Based on aggregated 13F filings for Q1 2018.