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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
SCG
1801
Sonata Capital Group
Washington
$1.52M +$835 +2 +0.1%
KWILP
1802
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.51M
JFA
1803
JNBA Financial Advisors
Minnesota
$1.51M +$254K +608 +21%
CPC
1804
Consolidated Planning Corp
Georgia
$1.51M -$78.5K -188 -5%
WFA
1805
Wipfli Financial Advisors
Wisconsin
$1.51M +$219K +525 +17%
LCM
1806
Logan Capital Management
Pennsylvania
$1.51M
SCA
1807
Stonebridge Capital Advisors
Minnesota
$1.51M +$769K +1,842 +102%
XF
1808
XML Financial
Maryland
$1.51M -$8.77K -21 -0.6%
CIP
1809
Chartwell Investment Partners
Pennsylvania
$1.5M
BWM
1810
BNC Wealth Management
Oregon
$1.5M +$147K +351 +11%
MFG
1811
Magnus Financial Group
New York
$1.5M +$92.7K +222 +7%
CPSAC
1812
Chas P. Smith & Associates (CPS)
Florida
$1.5M +$263K +629 +22%
Man Group
1813
Man Group
United Kingdom
$1.5M +$571K +1,368 +64%
CBT
1814
CoreFirst Bank & Trust
Kansas
$1.5M
FA
1815
Fermata Advisors
California
$1.5M +$79.7K +191 +6%
HA
1816
HC Advisors
Georgia
$1.49M +$2.92K +7 +0.2%
ACP
1817
Aviance Capital Partners
Florida
$1.48M +$30.1K +72 +2%
CNC
1818
Citizens & Northern Corp
Pennsylvania
$1.48M -$60.1K -144 -4%
NRI
1819
NFP Retirement Inc
California
$1.48M +$755K +1,808 +110%
LJHT
1820
Laurie J. Hall Trustee
$1.48M +$2.09K +5 +0.1%
AA
1821
Advisory Alpha
Michigan
$1.47M -$482K -1,154 -25%
BU
1822
BBVA USA
Alabama
$1.47M +$1.43M +3,436 New
RT
1823
Rockland Trust
Massachusetts
$1.47M -$2.47M -5,913 -63%
PNAA
1824
Pictet North America Advisors
Switzerland
$1.47M +$303K +726 +27%
AIC
1825
Archer Investment Corporation
Indiana
$1.46M +$148K +354 +12%

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.