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State Street SPDR S&P 500 ETF Trust

1,642 hedge funds and large institutions have $174B invested in State Street SPDR S&P 500 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 640 increasing their positions, 704 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 104

8% more capital invested

Capital invested by funds: $161B → $174B (+$12.5B)

1% more funds holding in top 10

Funds holding in top 10: 530535 (+5)

0.01% more ownership

Funds ownership: 72.37%72.37% (+0.01%)

1% less funds holding

Funds holding: 1,6541,642 (-12)

9% less repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 704

46% less call options, than puts

Call options by funds: $74B | Put options by funds: $138B

Holders
1,642
Holders Change
-12
Holders Change %
-0.73%
% of All Funds
40.88%
Holding in Top 10
535
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.94%
% of All Funds
13.32%
New
117
Increased
640
Reduced
704
Closed
104
Calls
$74B
Puts
$138B
Net Calls
-$63.6B
Net Calls Change
-$14.2B
Name Holding Trade Value Shares
Change
Change in
Stake
IT
1726
Independence Trust
Tennessee
-$342K -1,530 Closed
CIC
1727
Cornercap Investment Counsel
Georgia
-$339K -1,516 Closed
AHC
1728
Adell Harriman & Carpenter
Texas
-$322K -1,438 Closed
PI
1729
Pachira Investments
California
-$319K -1,428 Closed
BCAM
1730
Boston Common Asset Management
Massachusetts
-$293K -1,311 Closed
LG
1731
Leuthold Group
Minnesota
-$243K -1,088 Closed
WA
1732
WESPAC Advisors
California
-$242K -1,081 Closed
ACA
1733
Anchor Capital Advisors
Massachusetts
-$230K -1,027 Closed
HFS
1734
Haverford Financial Services
Pennsylvania
-$230K -1,027 Closed
LRPA
1735
L. Roy Papp & Associates
Arizona
-$224K -1,003 Closed
HIMCH
1736
Hartford Investment Management Co (HIMCO)
Connecticut
-$224K -1,000 Closed
CA
1737
Capital Advantage
California
-$220K -983 Closed
CSIA
1738
Charles Schwab Investment Advisory
California
-$219K -980 Closed
MKC
1739
M. Kraus & Co
Vermont
-$208K -931 Closed
GCIA
1740
Gabelli & Co Investment Advisers
New York
-$208K -929 Closed
HW
1741
Hedeker Wealth
Illinois
-$206K -925 Closed
BMM
1742
Buffington Mohr McNeal
Idaho
-$164K -732 Closed
PFS
1743
Physicians Financial Services
North Carolina
-$139K -642 Closed
CL
1744
CSS LLC
Illinois
-$143K -639 Closed
CHP
1745
Cable Hill Partners
Oregon
-$127K -567 Closed
BCM
1746
Bienville Capital Management
New York
-$104K -462 Closed
FWP
1747
Fiduciary Wealth Partners
Massachusetts
-$94K -414 Closed
Janus Henderson Group
1748
Janus Henderson Group
United Kingdom
-$92K -412 Closed
FAN
1749
Financial Advisors Network
California
-$73.6K -322 Closed
CFA
1750
Camarda Financial Advisors
Florida
-$67K -299 Closed

SPY Hedge Fund Activity: Q1 2017 in Review

1,642 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2017, worth a combined $174B — up 7.8% from $161B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SPY positions and 104 closed out — a net gain of 13 holders — while 640 added to existing stakes and 704 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.87B. The largest seller was JP Morgan Chase, cutting an estimated $2.21B.

  • 1,642 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2017, down from 1,654 in Q4 2016.
  • Funds reported $174B of State Street SPDR S&P 500 ETF Trust stock for Q1 2017, up 7.8% quarter-over-quarter.
  • 117 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2017 and 104 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2017 was Wells Fargo, an estimated $3.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2017 was JP Morgan Chase, an estimated $2.21B sold.

Based on aggregated 13F filings for Q1 2017.