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
JIR
1651
James Investment Research
Ohio
$414K -$334K -1,225 -44%
MG
1652
McCutchen Group
Washington
$411K -$40.9K -150 -9%
GAM
1653
Gemmer Asset Management
California
$409K -$51.6K -189 -11%
KTC
1654
Kistler-Tiffany Companies
Pennsylvania
$408K -$206K -753 -33%
BFIM
1655
Beese Fulmer Investment Management
Ohio
$408K -$17.7K -65 -4%
RWA
1656
RGT Wealth Advisors
Texas
$408K +$170K +624 +67%
ISB
1657
Iowa State Bank
Iowa
$407K +$31.4K +115 +8%
FPIS
1658
Financial Planning & Information Services
Wisconsin
$405K -$43.9K -161 -9%
BA
1659
Baugh & Associates
Georgia
$401K +$80.5K +295 +24%
MWM
1660
Mascoma Wealth Management
New Hampshire
$395K
ACP
1661
Ashfield Capital Partners
California
$395K +$47.8K +175 +13%
WEC
1662
Winslow Evans & Crocker
Massachusetts
$393K -$110K -404 -21%
BFG
1663
Beacon Financial Group
Texas
$393K -$73.7K -270 -15%
AIM
1664
Acropolis Investment Management
Missouri
$391K
APSI
1665
Asset Planning Services Inc
Louisiana
$390K
CTA
1666
Colonial Trust Advisors
South Carolina
$388K -$275K -1,007 -41%
KWA
1667
KCS Wealth Advisory
California
$387K +$176K +646 +78%
ACA
1668
Atlas Capital Advisors
Wyoming
$387K +$401K +1,469 New
MPIA
1669
Mountain Pacific Investment Advisers
Idaho
$383K +$397K +1,455 New
EF
1670
Exeter Financial
Arizona
$382K +$51.3K +188 +15%
IAMOG
1671
Investors Asset Management of Georgia
Georgia
$377K +$68.2K +250 +21%
SNBOSCI
1672
Security National Bank of Sioux City Iowa
Iowa
$370K -$167K -613 -30%
TAM
1673
Tealwood Asset Management
Minnesota
$370K +$7.37K +27 +2%
AHB
1674
Abner Herrman & Brock
New Jersey
$369K -$6.82K -25 -2%
SC
1675
Searle & Co
Connecticut
$368K

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.