We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,140 hedge funds and large institutions have $176B invested in State Street SPDR S&P 500 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 817 increasing their positions, 903 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more capital invested

Capital invested by funds: $171B → $176B (+$5.2B)

0.92% more ownership

Funds ownership: 64.89%65.81% (+0.92%)

0% more funds holding

Funds holding: 2,1322,140 (+8)

10% less repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 903

2% less funds holding in top 10

Funds holding in top 10: 648633 (-15)

43% less call options, than puts

Call options by funds: $123B | Put options by funds: $216B

Holders
2,140
Holders Change
+8
Holders Change %
+0.38%
% of All Funds
46.48%
Holding in Top 10
633
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.31%
% of All Funds
13.75%
New
118
Increased
817
Reduced
903
Closed
83
Calls
$123B
Puts
$216B
Net Calls
-$93.4B
Net Calls Change
-$5.88B
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1676
ProVise Management Group
Florida
$672K +$14.4K +50 +2%
BL
1677
BFSG LLC
California
$669K
LBD
1678
Landsberg Bennett & Dubbaneh
Florida
$668K -$593K -2,060 -48%
NCM
1679
Next Capital Management
New York
$664K +$211K +733 +48%
ATIA
1680
American Trust Investment Advisors
New Hampshire
$663K
TCM
1681
Telos Capital Management
California
$663K +$47.2K +164 +8%
BMM
1682
Buffington Mohr McNeal
Idaho
$660K -$20.2K -70 -3%
BA
1683
Broadview Advisors
Wisconsin
$659K -$454K -1,575 -41%
ZCI
1684
Zevenbergen Capital Investments
Washington
$659K
KPCM
1685
Kings Point Capital Management
New York
$659K +$101K +352 +19%
FWM
1686
Fairhaven Wealth Management
Illinois
$655K -$39.2K -136 -6%
EAM
1687
Eagle Asset Management
Florida
$651K +$641K +2,225 New
SB
1688
Strategic Blueprint
Georgia
$648K
MCWS
1689
McKinley Carter Wealth Services
West Virginia
$647K -$49.5K -172 -7%
W
1690
WealthOne
New York
$646K +$629K +2,186 +10,930%
LKIM
1691
Lawson Kroeker Investment Management
Nebraska
$645K
PCM
1692
Parsons Capital Management
Rhode Island
$640K -$1.97M -6,839 -76%
CPSAC
1693
Chas P. Smith & Associates (CPS)
Florida
$640K -$85.5K -297 -12%
PFC
1694
Poplar Forest Capital
California
$639K +$50.4K +175 +9%
VIM
1695
Vista Investment Management
Pennsylvania
$637K -$44.9K -156 -7%
WC
1696
Woodstock Corp
Massachusetts
$635K
SWRP
1697
Summit Wealth & Retirement Planning
California
$634K
FCMC
1698
Founders Capital Management (Connecticut)
Connecticut
$632K +$621K +2,157 New
WIC
1699
Whitegate Investment Counselors
New Hampshire
$631K +$6.91K +24 +1%
ClearBridge Investments
1700
ClearBridge Investments
New York
$626K +$44.1K +153 +8%

SPY Hedge Fund Activity: Q2 2019 in Review

2,140 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2019, worth a combined $176B — up 3% from $171B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SPY positions and 83 closed out — a net gain of 35 holders — while 817 added to existing stakes and 903 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.13B. The largest seller was Nomura Holdings, exiting entirely with an estimated $2.13B sold.

  • 2,140 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2019, up from 2,132 in Q1 2019.
  • Funds reported $176B of State Street SPDR S&P 500 ETF Trust stock for Q2 2019, up 3% quarter-over-quarter.
  • 118 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2019 and 83 closed out, a net change of +35 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2019 was Susquehanna International Group, an estimated $4.13B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2019 was Nomura Holdings, an estimated $2.13B sold.

Based on aggregated 13F filings for Q2 2019.