We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,157 hedge funds and large institutions have $178B invested in State Street SPDR S&P 500 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 861 increasing their positions, 881 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 78

1% more capital invested

Capital invested by funds: $176B → $178B (+$2.29B)

1% more funds holding

Funds holding: 2,1402,157 (+17)

0% more funds holding in top 10

Funds holding in top 10: 633636 (+3)

0.64% less ownership

Funds ownership: 65.81%65.18% (-0.64%)

2% less repeat investments, than reductions

Existing positions increased: 861 | Existing positions reduced: 881

47% less call options, than puts

Call options by funds: $120B | Put options by funds: $228B

Holders
2,157
Holders Change
+17
Holders Change %
+0.79%
% of All Funds
47.3%
Holding in Top 10
636
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.47%
% of All Funds
13.95%
New
121
Increased
861
Reduced
881
Closed
78
Calls
$120B
Puts
$228B
Net Calls
-$108B
Net Calls Change
-$14.8B
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1701
Endurance Wealth Management
Rhode Island
$677K -$198K -670 -23%
LBD
1702
Landsberg Bennett & Dubbaneh
Florida
$675K +$7.09K +24 +1%
ZCI
1703
Zevenbergen Capital Investments
Washington
$674K +$6.21K +21 +0.9%
TCM
1704
Telos Capital Management
California
$671K +$295 +1 +0%
SCP
1705
Seizert Capital Partners
Michigan
$669K -$206K -697 -24%
FCMC
1706
Founders Capital Management (Connecticut)
Connecticut
$668K +$33.4K +113 +5%
TNB
1707
Thomasville National Bank
Georgia
$666K -$15.1K -51 -2%
GWMIA
1708
Global Wealth Management Investment Advisory
Florida
$664K -$181K -611 -21%
VFP
1709
Verus Financial Partners
Virginia
$664K +$457K +1,548 +225%
FWM
1710
Fairhaven Wealth Management
Illinois
$663K
SLG
1711
Stanley-Laman Group
Pennsylvania
$655K +$425K +1,440 +188%
LKIM
1712
Lawson Kroeker Investment Management
Nebraska
$653K
BFWA
1713
Benchmark Financial Wealth Advisors
Florida
$649K +$31.3K +106 +5%
PFC
1714
Poplar Forest Capital
California
$648K
MCWS
1715
McKinley Carter Wealth Services
West Virginia
$645K -$9.75K -33 -1%
CMP
1716
Courage Miller Partners
Virginia
$644K +$20.4K +69 +3%
WC
1717
Woodstock Corp
Massachusetts
$643K
CPSAC
1718
Chas P. Smith & Associates (CPS)
Florida
$641K -$6.8K -23 -1%
VIM
1719
Vista Investment Management
Pennsylvania
$640K -$4.43K -15 -0.7%
IC
1720
Inscription Capital
Texas
$639K +$358K +1,213 +131%
CFN
1721
Cordasco Financial Network
Florida
$638K +$42.8K +145 +7%
CBA
1722
Coastal Bridge Advisors
Connecticut
$629K
CWM
1723
Cranbrook Wealth Management
Michigan
$629K +$62K +210 +11%
WEC
1724
Winslow Evans & Crocker
Massachusetts
$628K -$86.9K -294 -12%
AP
1725
Advisor Partners
California
$626K +$265K +897 +74%

SPY Hedge Fund Activity: Q3 2019 in Review

2,157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2019, worth a combined $178B — up 1.3% from $176B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SPY positions and 78 closed out — a net gain of 43 holders — while 861 added to existing stakes and 881 trimmed.

The largest buyer was Bank of America, adding an estimated $2.37B. The largest seller was JP Morgan Chase, cutting an estimated $3.06B.

  • 2,157 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2019, up from 2,140 in Q2 2019.
  • Funds reported $178B of State Street SPDR S&P 500 ETF Trust stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 121 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2019 and 78 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2019 was Bank of America, an estimated $2.37B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2019 was JP Morgan Chase, an estimated $3.06B sold.

Based on aggregated 13F filings for Q3 2019.