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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
KOMWMG
2001
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$987K -$43.8K -105 -4%
UF
2002
Univest Financial
Pennsylvania
$987K +$90.2K +216 +10%
IWS
2003
Insight Wealth Strategies
California
$986K -$835 -2 -0.1%
AP
2004
Arlington Partners
Alabama
$986K
Point72 Asset Management
2005
Point72 Asset Management
Connecticut
$985K -$8.35M -20,000 -90%
RA
2006
Riverstone Advisors
Texas
$985K -$313K -751 -25%
ZCI
2007
Zevenbergen Capital Investments
Washington
$985K
RWA
2008
RGT Wealth Advisors
Texas
$982K
SAMC
2009
Spectrum Asset Management (California)
California
$982K
RE
2010
RBC Europe
United Kingdom
$981K -$603K -1,444 -39%
CWM
2011
Concentric Wealth Management
California
$976K
PL
2012
Parthenon LLC
Kentucky
$973K
CCM
2013
Canal Capital Management
Virginia
$972K -$10.4K -25 -1%
SG
2014
Strid Group
Pennsylvania
$963K
ACM
2015
Alamar Capital Management
California
$961K
BWM
2016
BerganKDV Wealth Management
Minnesota
$961K
VCM
2017
Versant Capital Management
Arizona
$961K
IAP
2018
Indie Asset Partners
Indiana
$959K +$8.35K +20 +0.9%
MGIA
2019
Matthew Goff Investment Advisor
Texas
$957K -$80.1K -192 -8%
BFPW
2020
BOK Financial Private Wealth
Colorado
$957K -$40.5K -97 -4%
LCM
2021
Leisure Capital Management
California
$957K +$81K +194 +10%
SMF
2022
Sterling Manor Financial
New York
$956K -$26.3K -63 -3%
4WM
2023
4J Wealth Management
Virginia
$956K -$15K -36 -2%
DWM
2024
Darwin Wealth Management
Florida
$954K -$417 -1 -0%
LKIM
2025
Lawson Kroeker Investment Management
Nebraska
$950K -$83.5K -200 -8%

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.