We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,140 hedge funds and large institutions have $176B invested in State Street SPDR S&P 500 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 817 increasing their positions, 903 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more capital invested

Capital invested by funds: $171B → $176B (+$5.2B)

0.92% more ownership

Funds ownership: 64.89%65.81% (+0.92%)

0% more funds holding

Funds holding: 2,1322,140 (+8)

10% less repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 903

2% less funds holding in top 10

Funds holding in top 10: 648633 (-15)

43% less call options, than puts

Call options by funds: $123B | Put options by funds: $216B

Holders
2,140
Holders Change
+8
Holders Change %
+0.38%
% of All Funds
46.48%
Holding in Top 10
633
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.31%
% of All Funds
13.75%
New
118
Increased
817
Reduced
903
Closed
83
Calls
$123B
Puts
$216B
Net Calls
-$93.4B
Net Calls Change
-$5.88B
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
1826
Farmers & Merchants Trust Company
California
$407K
BCM
1827
Buckhead Capital Management
Georgia
$407K +$400K +1,390 New
PWM
1828
PRW Wealth Management
Massachusetts
$405K
FPIS
1829
Financial Planning & Information Services
Wisconsin
$401K -$19.6K -68 -5%
ML
1830
McAdam LLC
Pennsylvania
$400K +$36.9K +128 +10%
HIC
1831
Hartline Investment Corp
Illinois
$398K
KWA
1832
KCS Wealth Advisory
California
$398K
OBGC
1833
O'Brien Greene & Co
Pennsylvania
$397K
TC
1834
Truvestments Capital
Florida
$397K +$79.2K +275 +26%
CM
1835
Capital Management
Virginia
$396K -$115K -400 -23%
NPF
1836
Norris Perne & French
Michigan
$394K +$388K +1,346 New
CIC
1837
Cornercap Investment Counsel
Georgia
$392K +$385K +1,336 New
TA
1838
TFG Advisers
Michigan
$390K -$43.2K -150 -10%
CSA
1839
Cottage Street Advisors
Massachusetts
$389K +$2.59K +9 +0.7%
WA
1840
WealthTrust Axiom
Pennsylvania
$388K -$14.4K -50 -4%
IIC
1841
Ironwood Investment Counsel
Arizona
$387K -$83.5K -290 -18%
MCM
1842
McRae Capital Management
New Jersey
$387K
WSC
1843
Wellington Shields & Co
New York
$387K +$121K +420 +47%
CC
1844
Carlson Capital
Texas
$387K +$380K +1,321 New
SFG
1845
SevenBridge Financial Group
Pennsylvania
$385K +$176K +612 +87%
IIC
1846
Integrated Investment Consultants
Michigan
$384K +$26.2K +91 +7%
MFW
1847
Mosaic Family Wealth
Missouri
$383K +$13.2K +46 +4%
BFPW
1848
BOK Financial Private Wealth
Colorado
$382K -$555K -1,929 -60%
PCFFS
1849
Pacific Center for Financial Services
California
$379K
MFG
1850
MidWestOne Financial Group
Iowa
$379K +$373K +1,295 New

SPY Hedge Fund Activity: Q2 2019 in Review

2,140 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2019, worth a combined $176B — up 3% from $171B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SPY positions and 83 closed out — a net gain of 35 holders — while 817 added to existing stakes and 903 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.13B. The largest seller was Nomura Holdings, exiting entirely with an estimated $2.13B sold.

  • 2,140 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2019, up from 2,132 in Q1 2019.
  • Funds reported $176B of State Street SPDR S&P 500 ETF Trust stock for Q2 2019, up 3% quarter-over-quarter.
  • 118 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2019 and 83 closed out, a net change of +35 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2019 was Susquehanna International Group, an estimated $4.13B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2019 was Nomura Holdings, an estimated $2.13B sold.

Based on aggregated 13F filings for Q2 2019.