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State Street SPDR S&P 500 ETF Trust

2,732 hedge funds and large institutions have $231B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,090 increasing their positions, 1,127 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 99

3% more funds holding in top 10

Funds holding in top 10: 747769 (+22)

3% more capital invested

Capital invested by funds: $225B → $231B (+$6.68B)

0% more funds holding

Funds holding: 2,7212,732 (+11)

3% less repeat investments, than reductions

Existing positions increased: 1,090 | Existing positions reduced: 1,127

3.67% less ownership

Funds ownership: 66.05%62.38% (-3.7%)

51% less call options, than puts

Call options by funds: $154B | Put options by funds: $314B

Holders
2,732
Holders Change
+11
Holders Change %
+0.4%
% of All Funds
47.55%
Holding in Top 10
769
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.95%
% of All Funds
13.38%
New
146
Increased
1,090
Reduced
1,127
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1726
Atwood & Palmer
Missouri
$1.73M -$23.8K -57 -1%
CHP
1727
Cable Hill Partners
Oregon
$1.73M +$210K +504 +14%
TSWM
1728
Triangle Securities Wealth Management
North Carolina
$1.73M -$88.9K -213 -5%
CAM
1729
Claret Asset Management
Quebec, Canada
$1.72M +$12.1K +29 +0.7%
SSWM
1730
Sheets Smith Wealth Management
North Carolina
$1.72M -$8.77K -21 -0.5%
ACP
1731
Arcus Capital Partners
Georgia
$1.72M +$88.9K +213 +6%
KPWG
1732
KFA Private Wealth Group
Virginia
$1.72M -$174K -417 -9%
CSPAM
1733
Cary Street Partners Asset Management
Virginia
$1.72M -$125K -300 -7%
GSEP
1734
Golden State Equity Partners
California
$1.71M +$1.67M +4,005 New
SAM
1735
Selway Asset Management
$1.71M -$29.2K -70 -2%
AWM
1736
Adams Wealth Management
Utah
$1.71M +$1.67M +4,000 New
PFGIA
1737
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$84.7K +203 +5%
BFA
1738
Beaumont Financial Advisors
Massachusetts
$1.71M +$114K +272 +7%
SIA
1739
SkyView Investment Advisors
New Jersey
$1.7M
BFIM
1740
Beese Fulmer Investment Management
Ohio
$1.7M +$295K +706 +22%
SAS
1741
Sanford Advisory Services
Michigan
$1.7M +$28.4K +68 +2%
EE
1742
EWG Elevate
California
$1.7M +$141K +339 +9%
NG
1743
Northstar Group
New York
$1.69M
CT
1744
Coastline Trust
Rhode Island
$1.69M +$7.51K +18 +0.5%
KFA
1745
Kelleher Financial Advisors
New York
$1.69M +$228K +547 +16%
SIP
1746
Stoneridge Investment Partners
Pennsylvania
$1.68M +$10K +24 +0.6%
CA
1747
Cambridge Advisors
Nebraska
$1.68M
DA
1748
Doliver Advisors
Texas
$1.67M -$1.55M -3,715 -49%
HL
1749
HeadInvest LLC
Maine
$1.67M -$7.1K -17 -0.4%
JF
1750
JSF Financial
California
$1.67M -$3.76K -9 -0.2%

SPY Hedge Fund Activity: Q2 2021 in Review

2,732 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2021, worth a combined $231B — up 3% from $225B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new SPY positions and 99 closed out — a net gain of 47 holders — while 1,090 added to existing stakes and 1,127 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $2.58B. The largest seller was Morgan Stanley, cutting an estimated $6.83B.

  • 2,732 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2021, up from 2,721 in Q1 2021.
  • Funds reported $231B of State Street SPDR S&P 500 ETF Trust stock for Q2 2021, up 3% quarter-over-quarter.
  • 146 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2021 and 99 closed out, a net change of +47 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2021 was HSBC Holdings, an estimated $2.58B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2021 was Morgan Stanley, an estimated $6.83B sold.

Based on aggregated 13F filings for Q2 2021.