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
VCM
1851
Violich Capital Management
California
$1.41M +$126K +302 +10%
RC
1852
Randolph Company
Ohio
$1.41M
ANBT
1853
American National Bank & Trust
Texas
$1.4M
POIA
1854
Pin Oak Investment Advisors
Texas
$1.39M -$898K -2,151 -40%
QCG
1855
Quadrant Capital Group
Ohio
$1.39M +$62.6K +150 +5%
LSPW
1856
Lake Street Private Wealth
Illinois
$1.39M +$64.7K +155 +5%
RRCM
1857
Rappaport Reiches Capital Management
Illinois
$1.38M +$1.35M +3,226 New
AFS
1858
Annapolis Financial Services
Maryland
$1.38M
PWG
1859
Private Wealth Group
Florida
$1.37M
FAT
1860
First American Trust
California
$1.37M +$129K +308 +11%
PAMG
1861
Patton Albertson Miller Group
Tennessee
$1.37M -$200K -480 -13%
CAC
1862
Certified Advisory Corp
Florida
$1.37M +$1.25K +3 +0.1%
WPP
1863
Whalerock Point Partners
Rhode Island
$1.37M -$78.5K -188 -6%
JIP
1864
Jaffetilchin Investment Partners
Florida
$1.36M +$569K +1,362 +70%
PAS
1865
Professional Advisory Services
Florida
$1.36M +$53K +127 +4%
BWM
1866
BCS Wealth Management
Tennessee
$1.36M -$48.8K -117 -4%
CAM
1867
Congress Asset Management
Massachusetts
$1.35M +$3.76K +9 +0.3%
PPW
1868
Parcion Private Wealth
Washington
$1.35M
SI
1869
Shaker Investments
Ohio
$1.35M -$39.7K -95 -3%
VCM
1870
Virtue Capital Management
Tennessee
$1.35M +$71.4K +171 +6%
WWA
1871
WC Walker & Associates
California
$1.34M +$7.93K +19 +0.6%
PPW
1872
Pasadena Private Wealth
California
$1.34M +$23.8K +57 +2%
GAMC
1873
Garner Asset Management Corp
Texas
$1.34M +$417 +1 +0%
RPG
1874
Resource Planning Group
Georgia
$1.33M +$536K +1,285 +70%
MCM
1875
Mattern Capital Management
Colorado
$1.33M +$571K +1,367 +78%

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.