We are live on ! Find out more
SPY icon

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
PHS
1826
Pekin Hardy Strauss
Illinois
$1.46M -$214K -512 -13%
GP
1827
Girard Partners
Pennsylvania
$1.46M -$63.9K -153 -4%
RCC
1828
Red Cedar Capital
Nebraska
$1.46M
SAM
1829
Summit Asset Management
Tennessee
$1.46M +$66.8K +160 +5%
LDB
1830
Lee, Danner & Bass
Tennessee
$1.45M +$81.4K +195 +6%
SFM
1831
Stack Financial Management
Montana
$1.45M +$89.3K +214 +7%
HPM
1832
Hudson Portfolio Management
New York
$1.45M -$147K -353 -9%
NA
1833
Navellier & Associates
Nevada
$1.45M
BSI
1834
Bennett Selby Investments
Maine
$1.44M -$202K -485 -13%
CCA
1835
Clearwater Capital Advisors
Illinois
$1.44M -$6.68K -16 -0.5%
IAS
1836
Investment Advisory Services
Texas
$1.44M +$1.41M +3,372 New
SIM
1837
Sonora Investment Management
Arizona
$1.44M +$269K +645 +24%
FCIM
1838
Fairview Capital Investment Management
California
$1.44M -$198K -475 -12%
MMPW
1839
Mitchell McLeod Pugh & Williams
Alabama
$1.44M -$248K -594 -15%
LWIC
1840
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.44M -$5.01K -12 -0.4%
MYIA
1841
Mount Yale Investment Advisors
Colorado
$1.44M -$2.5K -6 -0.2%
BDF
1842
Black Diamond Financial
Maryland
$1.43M
CAL
1843
Capital Analysts LLC
Pennsylvania
$1.43M -$891K -2,135 -39%
LRIA
1844
Leonard Rickey Investment Advisors
Washington
$1.43M -$71.8K -172 -5%
EWM
1845
Executive Wealth Management
Michigan
$1.42M -$101K -242 -7%
VAS
1846
Valicenti Advisory Services
New York
$1.42M -$23K -55 -2%
LJAC
1847
L.J. Altfest & Co
New York
$1.41M +$29.6K +71 +2%
ODIJL
1848
One Day In July LLC
Vermont
$1.41M +$13.4K +32 +1%
AWA
1849
Acorn Wealth Advisors
Michigan
$1.41M -$101K -242 -7%
NNP
1850
Nachman Norwood & Parrott
South Carolina
$1.41M +$835 +2 +0.1%

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.