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State Street SPDR S&P 500 ETF Trust

1,918 hedge funds and large institutions have $171B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 746 increasing their positions, 843 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 116

0.86% more ownership

Funds ownership: 67.68%68.54% (+0.86%)

0% more funds holding

Funds holding: 1,9131,918 (+5)

1% less funds holding in top 10

Funds holding in top 10: 618612 (-6)

9% less capital invested

Capital invested by funds: $189B → $171B (-$17.7B)

12% less repeat investments, than reductions

Existing positions increased: 746 | Existing positions reduced: 843

47% less call options, than puts

Call options by funds: $118B | Put options by funds: $225B

Holders
1,918
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.95%
Holding in Top 10
612
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14.02%
New
145
Increased
746
Reduced
843
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Change in
Stake
SH
2001
Svenska Handelsbanken
Sweden
-$534K -2,000 Closed
GA
2002
Gateway Advisory
New Jersey
-$528K -1,977 Closed
AA
2003
Altman Advisors
Illinois
-$470K -1,763 Closed
PSF
2004
Pacific Sun Financial
California
-$446K -1,670 Closed
MC
2005
Montag & Caldwell
Georgia
-$418K -1,565 Closed
FLII
2006
First Long Island Investors
New York
-$395K -1,481 Closed
DLHL
2007
Donald L. Hagan LLC
Florida
-$380K -1,424 Closed
TC
2008
TradeLink Capital
Illinois
-$237K -1,384 Closed
VAM
2009
Verity Asset Management
North Carolina
-$387K -1,372 Closed
CIA
2010
CCM Investment Advisers
South Carolina
-$365K -1,370 Closed
PWS
2011
Peloton Wealth Strategists
Indiana
-$364K -1,365 Closed
MCP
2012
Martin Capital Partners
Oregon
-$346K -1,295 Closed
HCA
2013
Hillview Capital Advisors
Pennsylvania
-$333K -1,245 Closed
BCM
2014
Becker Capital Management
Oregon
-$322K -1,205 Closed
HFM
2015
Hartford Financial Management
Connecticut
-$293K -1,100 Closed
BCM
2016
Birmingham Capital Management
Alabama
-$291K -1,089 Closed
Wealth Enhancement Advisory Services
2017
Wealth Enhancement Advisory Services
Minnesota
-$294K -1,057 Closed
PHK
2018
Point72 Hong Kong
Hong Kong
-$271K -1,017 Closed
HFS
2019
Haverford Financial Services
Pennsylvania
-$270K -1,011 Closed
PG
2020
PEAK6 Group
Illinois
-$273K -1,000 Closed
Charles Schwab
2021
Charles Schwab
California
-$264K -996 Closed
WIC
2022
Woodmont Investment Counsel
Tennessee
-$249K -933 Closed
Russell Investments Group
2023
Russell Investments Group
United Kingdom
-$241K -900 Closed
BIP
2024
Brandes Investment Partners
California
-$228K -856 Closed
GF
2025
Goodman Financial
Texas
-$224K -838 Closed

SPY Hedge Fund Activity: Q1 2018 in Review

1,918 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2018, worth a combined $171B — down 9.4% from $189B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new SPY positions and 116 closed out — a net gain of 29 holders — while 746 added to existing stakes and 843 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $2.51B. The largest seller was Goldman Sachs, cutting an estimated $2.72B.

  • 1,918 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2018, up from 1,913 in Q4 2017.
  • Funds reported $171B of State Street SPDR S&P 500 ETF Trust stock for Q1 2018, down 9.4% quarter-over-quarter.
  • 145 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2018 and 116 closed out, a net change of +29 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2018 was Deutsche Bank, an estimated $2.51B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2018 was Goldman Sachs, an estimated $2.72B sold.

Based on aggregated 13F filings for Q1 2018.