We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,921 hedge funds and large institutions have $188B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 773 increasing their positions, 769 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $174B → $188B (+$14.1B)

1% more funds holding

Funds holding: 1,9031,921 (+18)

1% more repeat investments, than reductions

Existing positions increased: 773 | Existing positions reduced: 769

0.79% less ownership

Funds ownership: 67.56%66.77% (-0.79%)

1% less funds holding in top 10

Funds holding in top 10: 589583 (-6)

27% less call options, than puts

Call options by funds: $155B | Put options by funds: $212B

Holders
1,921
Holders Change
+18
Holders Change %
+0.95%
% of All Funds
43.91%
Holding in Top 10
583
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.02%
% of All Funds
13.33%
New
105
Increased
773
Reduced
769
Closed
74
Calls
$155B
Puts
$212B
Net Calls
-$57.3B
Net Calls Change
+$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
1626
Financial Planning & Information Services
Wisconsin
$447K +$285 +1 +0.1%
MAA
1627
Mraz Amerine & Associates
California
$446K -$12.2K -43 -3%
IAMOG
1628
Investors Asset Management of Georgia
Georgia
$445K +$18.2K +64 +4%
WA
1629
Wealthstar Advisors
Texas
$444K -$1.14K -4 -0.3%
MWM
1630
Mascoma Wealth Management
New Hampshire
$442K +$5.7K +20 +1%
MFW
1631
Mosaic Family Wealth
Missouri
$440K -$66.9K -235 -13%
RG
1632
Renaissance Group
Kentucky
$440K -$24.8K -87 -5%
PT
1633
Plimoth Trust
Massachusetts
$437K -$61.2K -215 -13%
BFG
1634
Beacon Financial Group
Texas
$434K
WCM
1635
Whitener Capital Management
North Carolina
$433K -$134K -469 -24%
APSI
1636
Asset Planning Services Inc
Louisiana
$432K
CG
1637
CFO4Life Group
Texas
$431K +$36.2K +127 +9%
CTA
1638
Colonial Trust Advisors
South Carolina
$429K
JWA
1639
JFS Wealth Advisors
Pennsylvania
$427K -$45.6K -160 -10%
NOCM
1640
Night Owl Capital Management
Connecticut
$427K +$141K +494 +51%
BSB
1641
Bangor Savings Bank
Maine
$426K +$15.9K +56 +4%
BFG
1642
Barber Financial Group
Kansas
$426K +$417K +1,466 New
KFA
1643
Kelleher Financial Advisors
New York
$425K -$38.2K -134 -8%
MPIA
1644
Mountain Pacific Investment Advisers
Idaho
$423K
ISB
1645
Iowa State Bank
Iowa
$421K -$28.5K -100 -6%
CB
1646
Cadence Bank
Mississippi
$419K -$14.2K -50 -3%
BC
1647
Barnett & Company
Tennessee
$418K
OLA
1648
Oliver Luxxe Assets
New Jersey
$418K +$147K +515 +55%
AIA
1649
Armor Investment Advisors
North Carolina
$417K -$28.5K -100 -7%
JA
1650
JOYN Advisors
Georgia
$417K -$27.6K -97 -6%

SPY Hedge Fund Activity: Q3 2018 in Review

1,921 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2018, worth a combined $188B — up 8.1% from $174B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SPY positions and 74 closed out — a net gain of 31 holders — while 773 added to existing stakes and 769 trimmed.

The largest buyer was Graham Capital Management, opening a new position worth an estimated $1.55B. The largest seller was Bank of America, cutting an estimated $1.84B.

  • 1,921 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2018, up from 1,903 in Q2 2018.
  • Funds reported $188B of State Street SPDR S&P 500 ETF Trust stock for Q3 2018, up 8.1% quarter-over-quarter.
  • 105 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2018 and 74 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2018 was Graham Capital Management, an estimated $1.55B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2018 was Bank of America, an estimated $1.84B sold.

Based on aggregated 13F filings for Q3 2018.