We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,157 hedge funds and large institutions have $178B invested in State Street SPDR S&P 500 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 861 increasing their positions, 881 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 78

1% more capital invested

Capital invested by funds: $176B → $178B (+$2.29B)

1% more funds holding

Funds holding: 2,1402,157 (+17)

0% more funds holding in top 10

Funds holding in top 10: 633636 (+3)

0.64% less ownership

Funds ownership: 65.81%65.18% (-0.64%)

2% less repeat investments, than reductions

Existing positions increased: 861 | Existing positions reduced: 881

47% less call options, than puts

Call options by funds: $120B | Put options by funds: $228B

Holders
2,157
Holders Change
+17
Holders Change %
+0.79%
% of All Funds
47.3%
Holding in Top 10
636
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.47%
% of All Funds
13.95%
New
121
Increased
861
Reduced
881
Closed
78
Calls
$120B
Puts
$228B
Net Calls
-$108B
Net Calls Change
-$14.8B
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2026
Brookmont Capital Management
Texas
$253K +$1.18K +4 +0.5%
FSA
2027
Financial Sense Advisors
California
$253K +$1.18K +4 +0.5%
AP
2028
Advisors Preferred
Maryland
$252K +$251K +850 New
PT
2029
Plimoth Trust
Massachusetts
$251K -$59.7K -202 -19%
BAM
2030
Brave Asset Management
New Jersey
$250K -$459K -1,552 -65%
ACM
2031
Academy Capital Management
Texas
$248K
SWMG
2032
Sanchez Wealth Management Group
Florida
$244K +$1.18K +4 +0.5%
OIWM
2033
OptiFour Integrated Wealth Management
Virginia
$242K
LB
2034
Legacy Bridge
Iowa
$239K
BG
2035
Bollard Group
Massachusetts
$237K
GD
2036
Grandfield & Dodd
New York
$237K
MSR
2037
Main Street Research
Connecticut
$237K +$26K +88 +12%
CAAS
2038
Capital Asset Advisory Services
Michigan
$235K -$49K -166 -17%
CASB
2039
Cape Ann Savings Bank
Massachusetts
$234K -$32.5K -110 -12%
FM
2040
Foster & Motley
Ohio
$234K -$25.1K -85 -10%
GCM
2041
Gibraltar Capital Management
Oklahoma
$234K +$233K +789 New
AIA
2042
AIMZ Investment Advisors
California
$233K +$295 +1 +0.1%
PCMC
2043
Private Capital Management (Colorado)
Colorado
$231K -$54.4K -184 -19%
AA
2044
Advisory Alpha
Michigan
$231K +$234K +792 New
BA
2045
Baugh & Associates
Georgia
$230K +$2.07K +7 +0.9%
KCM
2046
Karp Capital Management
California
$229K
SWM
2047
Shakespeare Wealth Management
Wisconsin
$228K +$227K +769 New
MMM
2048
Mendel Money Management
Illinois
$227K -$43.4K -147 -16%
ATPW
2049
Ashton Thomas Private Wealth
Arizona
$225K -$221K -747 -50%
GG
2050
Greenwood Gearhart
Arkansas
$225K -$16K -54 -7%

SPY Hedge Fund Activity: Q3 2019 in Review

2,157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2019, worth a combined $178B — up 1.3% from $176B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SPY positions and 78 closed out — a net gain of 43 holders — while 861 added to existing stakes and 881 trimmed.

The largest buyer was Bank of America, adding an estimated $2.37B. The largest seller was JP Morgan Chase, cutting an estimated $3.06B.

  • 2,157 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2019, up from 2,140 in Q2 2019.
  • Funds reported $178B of State Street SPDR S&P 500 ETF Trust stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 121 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2019 and 78 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2019 was Bank of America, an estimated $2.37B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2019 was JP Morgan Chase, an estimated $3.06B sold.

Based on aggregated 13F filings for Q3 2019.