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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
PAA
1751
Peregrine Asset Advisers
Oregon
$580K +$250K +845 +76%
AWM
1752
Altavista Wealth Management
North Carolina
$578K
BC
1753
Brio Consultants
California
$578K +$254K +861 +79%
DIA
1754
Dana Investment Advisors
Wisconsin
$575K +$24.2K +82 +4%
Betterment LLC
1755
Betterment LLC
New York
$573K
DP
1756
Dearborn Partners
Illinois
$570K -$28.4K -96 -5%
FCB
1757
First Command Bank
Texas
$569K -$14.8K -50 -3%
FCFS
1758
First Command Financial Services
Texas
$569K -$14.8K -50 -3%
OC
1759
Oarsman Capital
Wisconsin
$569K +$124K +420 +28%
LWM
1760
Lyell Wealth Management
California
$565K +$81.3K +275 +17%
AIP
1761
Almanack Investment Partners
Pennsylvania
$563K +$62K +210 +13%
HFP
1762
Holistic Financial Partners
Indiana
$563K +$235K +797 +72%
IAS
1763
IMA Advisory Services
Colorado
$562K
CWM
1764
Cordatus Wealth Management
Pennsylvania
$561K
CDH
1765
Charles D. Hyman
$561K +$35.8K +121 +7%
ARMC
1766
American Research & Management Company
Massachusetts
$553K
PCTC
1767
Perkins Coie Trust Company
Washington
$552K -$44K -149 -7%
AIM
1768
Acropolis Investment Management
Missouri
$552K +$33.7K +114 +7%
CL
1769
Cabana LLC
Arkansas
$551K +$330K +1,116 +151%
MMG
1770
Monetary Management Group
Missouri
$548K -$222K -750 -29%
BA
1771
BCM Advisors
Louisiana
$548K
MLFP
1772
MPS Loria Financial Planners
Illinois
$546K +$295 +1 +0.1%
HCM
1773
Howard Capital Management
Georgia
$546K +$550K +1,861 New
SFS
1774
Strategic Financial Services
New York
$542K +$1.77K +6 +0.3%
MPW
1775
MA Private Wealth
California
$540K +$181K +611 +51%

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.