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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
BCM
2001
Brookmont Capital Management
Texas
$249K +$864 +3 +0.4%
FSA
2002
Financial Sense Advisors
California
$248K +$244K +847 New
DLHL
2003
Donald L. Hagan LLC
Florida
$247K
AA
2004
Altman Advisors
Illinois
$246K -$222K -772 -48%
CWM
2005
Cedar Wealth Management
California
$245K -$133K -461 -36%
PAIM
2006
Punch & Associates Investment Management
Minnesota
$243K +$238K +828 New
ACM
2007
Academy Capital Management
Texas
$240K
SWMG
2008
Sanchez Wealth Management Group
Florida
$240K +$1.44K +5 +0.6%
OIWM
2009
OptiFour Integrated Wealth Management
Virginia
$239K
PVWM
2010
Point View Wealth Management
New Jersey
$239K
GG
2011
Greenwood Gearhart
Arkansas
$238K -$327K -1,134 -58%
LB
2012
Legacy Bridge
Iowa
$236K +$2.88K +10 +1%
BG
2013
Bollard Group
Massachusetts
$234K
GD
2014
Grandfield & Dodd
New York
$234K
TF
2015
Tompkins Financial
New York
$234K
AIA
2016
AIMZ Investment Advisors
California
$229K +$288 +1 +0.1%
JDR
2017
Jay D. Rosenbaum
$227K +$222K +770 New
KCM
2018
Karp Capital Management
California
$226K
BA
2019
Baugh & Associates
Georgia
$225K -$30.8K -107 -12%
UCMOK
2020
United Capital Management of KS
Kansas
$225K +$219K +761 New
SLG
2021
Stanley-Laman Group
Pennsylvania
$224K +$576 +2 +0.3%
WCM
2022
Wealthcare Capital Management
Virginia
$223K
CF
2023
Corrigan Financial
Rhode Island
$223K
TC
2024
Trilogy Capital
California
$222K +$214K +743 New
MWC
2025
MKD Wealth Coaches
Michigan
$222K +$4.95M +17,181 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.