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
WIA
1901
Westbourne Investment Advisors
Maryland
$340K
NIC
1902
Northwest Investment Counselors
Oregon
$340K +$288 +1 +0.1%
SAMC
1903
Spectrum Asset Management (California)
California
$337K
SVWAG
1904
Sound View Wealth Advisors Group
Georgia
$336K +$331K +1,148 New
KFS
1905
Kelly Financial Services
Massachusetts
$335K
CPA
1906
Court Place Advisors
Maryland
$335K +$6.05K +21 +2%
BS
1907
Boenning & Scattergood
Pennsylvania
$334K -$1.44K -5 -0.4%
BDF
1908
Black Diamond Financial
Maryland
$333K -$36.3K -126 -10%
FNFDCM
1909
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$331K
JA
1910
JVL Associates
Michigan
$331K
BPCA
1911
Bank Pictet & Cie (Asia)
Singapore
$331K +$325K +1,128 New
SFI
1912
SPC Financial Inc
Maryland
$330K
EWM
1913
Elmwood Wealth Management
California
$330K +$288 +1 +0.1%
AAM
1914
Autus Asset Management
Arizona
$329K -$25.9K -90 -7%
SNB
1915
Security National Bank
Nebraska
$329K +$95.9K +333 +42%
DK
1916
Darrell & King
Virginia
$328K -$111K -385 -26%
PIM
1917
Parker Investment Management
California
$328K +$322K +1,119 New
OCM
1918
Orleans Capital Management
Louisiana
$327K -$14.4K -50 -4%
PAA
1919
Peregrine Asset Advisers
Oregon
$326K
KTC
1920
Kistler-Tiffany Companies
Pennsylvania
$326K +$69.4K +241 +28%
RWM
1921
Reston Wealth Management
Virginia
$324K
HFP
1922
Holistic Financial Partners
Indiana
$322K -$6.63M -23,026 -95%
AJ
1923
Ashburton (Jersey)
Jersey
$322K
SPL
1924
Smart Portfolios LLC
Washington
$322K
EPM
1925
Elm Partners Management
Pennsylvania
$321K +$316K +1,097 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.