We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,921 hedge funds and large institutions have $188B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 773 increasing their positions, 769 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $174B → $188B (+$14.1B)

1% more funds holding

Funds holding: 1,9031,921 (+18)

1% more repeat investments, than reductions

Existing positions increased: 773 | Existing positions reduced: 769

0.79% less ownership

Funds ownership: 67.56%66.77% (-0.79%)

1% less funds holding in top 10

Funds holding in top 10: 589583 (-6)

27% less call options, than puts

Call options by funds: $155B | Put options by funds: $212B

Holders
1,921
Holders Change
+18
Holders Change %
+0.95%
% of All Funds
43.91%
Holding in Top 10
583
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.02%
% of All Funds
13.33%
New
105
Increased
773
Reduced
769
Closed
74
Calls
$155B
Puts
$212B
Net Calls
-$57.3B
Net Calls Change
+$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
1801
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$227K -$14.2K -50 -6%
RPA
1802
Rock Point Advisors
Vermont
$227K
AIA
1803
AIMZ Investment Advisors
California
$227K +$285 +1 +0.1%
MCM
1804
Maple Capital Management
Vermont
$224K
OFS
1805
Orrstown Financial Services
Pennsylvania
$223K
KHLMTHM
1806
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$222K +$27.6K +97 +14%
SFG
1807
SevenBridge Financial Group
Pennsylvania
$221K -$7.12K -25 -3%
CF
1808
Corrigan Financial
Rhode Island
$221K
WA
1809
WESPAC Advisors
California
$220K +$216K +757 New
NPF
1810
Norris Perne & French
Michigan
$220K +$216K +758 New
YAM
1811
Yacktman Asset Management
Texas
$219K
GIA
1812
Gargoyle Investment Advisor
New Jersey
$218K -$9.95M -34,930 -98%
LK
1813
Lumbard & Kellner
New Hampshire
$218K
FA
1814
FC Advisory
Pennsylvania
$216K +$285 +1 +0.1%
RWA
1815
Redhawk Wealth Advisors
Minnesota
$215K +$210K +739 New
SKK
1816
Shepherd Kaplan Krochuk
Massachusetts
$214K +$65.8K +231 +46%
BCM
1817
Boltwood Capital Management
California
$213K +$210K +736 New
KM
1818
Kalos Management
Georgia
$212K -$5.15M -18,094 -96%
SIM
1819
Sadoff Investment Management
Wisconsin
$212K +$208K +729 New
NPPM
1820
North Point Portfolio Managers
Ohio
$211K +$207K +727 New
MCM
1821
Monarch Capital Management
Indiana
$210K +$206K +722 New
SLA
1822
Silver Lake Advisory
Utah
$208K +$204K +716 New
CIA
1823
CCM Investment Advisers
South Carolina
$205K +$201K +706 New
FFG
1824
Ford Financial Group
California
$204K -$33.3K -117 -14%
AIP
1825
Ahrens Investment Partners
Louisiana
$204K +$199K +700 New

SPY Hedge Fund Activity: Q3 2018 in Review

1,921 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2018, worth a combined $188B — up 8.1% from $174B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SPY positions and 74 closed out — a net gain of 31 holders — while 773 added to existing stakes and 769 trimmed.

The largest buyer was Graham Capital Management, opening a new position worth an estimated $1.55B. The largest seller was Bank of America, cutting an estimated $1.84B.

  • 1,921 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2018, up from 1,903 in Q2 2018.
  • Funds reported $188B of State Street SPDR S&P 500 ETF Trust stock for Q3 2018, up 8.1% quarter-over-quarter.
  • 105 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2018 and 74 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2018 was Graham Capital Management, an estimated $1.55B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2018 was Bank of America, an estimated $1.84B sold.

Based on aggregated 13F filings for Q3 2018.