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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
VPIM
2151
Vanguard Personalized Indexing Management
California
$737K +$106K +254 +17%
CFG
2152
Cooper Financial Group
California
$735K -$49.7K -119 -6%
ML
2153
McAdam LLC
Pennsylvania
$733K +$42.6K +102 +7%
SFC
2154
SYM Financial Corp
Indiana
$732K +$417 +1 +0.1%
FNBOSM
2155
First National Bank of South Miami
Florida
$730K -$22.5K -54 -3%
AB
2156
Atlas Brown
Kentucky
$730K +$134K +322 +23%
HCP
2157
Hexagon Capital Partners
Arkansas
$729K +$20K +48 +3%
MPIM
2158
McGinn Penninger Investment Management
Virginia
$728K -$248K -593 -26%
EPP
2159
ETF Portfolio Partners
Kansas
$728K +$279K +669 +65%
CCA
2160
Checchi Capital Advisers
California
$727K -$7.1K -17 -1%
IIC
2161
Integrated Investment Consultants
Michigan
$726K -$17.5K -42 -2%
LCM
2162
Liberty Capital Management
Michigan
$723K
WWM
2163
Wolff Wiese Magana
California
$718K +$335K +803 +92%
AIM
2164
Arcadia Investment Management
Michigan
$717K -$414K -992 -37%
PLFAM
2165
Pineno Levin & Ford Asset Management
Virginia
$717K
GPWA
2166
Great Point Wealth Advisors
Massachusetts
$716K +$22.5K +54 +3%
Capital World Investors
2167
Capital World Investors
California
$713K -$1.03M -2,471 -60%
MIM
2168
Macroview Investment Management
Maryland
$713K +$2.09K +5 +0.3%
JWM
2169
JGP Wealth Management
Oregon
$711K -$20.1M -48,115 -97%
AWMS
2170
Advocacy Wealth Management Services
Georgia
$710K
FC
2171
FCA Corp
Texas
$708K
EWA
2172
Encompass Wealth Advisors
Oregon
$699K
FIM
2173
Fernwood Investment Management
Massachusetts
$696K +$73.5K +176 +12%
HA
2174
HYA Advisors
Missouri
$695K -$132K -316 -16%
III
2175
Independent Investors Inc
New York
$690K

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.