We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,746 hedge funds and large institutions have $246B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 1,141 increasing their positions, 1,080 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 81

6% more capital invested

Capital invested by funds: $231B → $246B (+$14.9B)

2% more funds holding in top 10

Funds holding in top 10: 769781 (+12)

6% more repeat investments, than reductions

Existing positions increased: 1,141 | Existing positions reduced: 1,080

0.97% more ownership

Funds ownership: 62.38%63.35% (+0.97%)

1% more funds holding

Funds holding: 2,7322,746 (+14)

51% less call options, than puts

Call options by funds: $182B | Put options by funds: $372B

Holders
2,746
Holders Change
+14
Holders Change %
+0.51%
% of All Funds
48.07%
Holding in Top 10
781
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.56%
% of All Funds
13.67%
New
138
Increased
1,141
Reduced
1,080
Closed
81
Calls
$182B
Puts
$372B
Net Calls
-$190B
Net Calls Change
-$30.7B
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2376
WealthTrust Asset Management
Florida
$471K
KWA
2377
KCS Wealth Advisory
California
$470K +$2.21K +5 +0.5%
CMBA
2378
C.M. Bidwell & Associates
Hawaii
$469K
SIM
2379
Sadoff Investment Management
Wisconsin
$468K -$44.1K -100 -8%
FMC
2380
Financial Management Concepts
Florida
$467K -$15.4K -35 -3%
HHGA
2381
Halbert Hargrove Global Advisors
California
$467K -$3.97K -9 -0.8%
MCA
2382
Magnolia Capital Advisors
Mississippi
$467K +$1.32K +3 +0.3%
IP
2383
Intellectus Partners
California
$465K +$476K +1,080 New
ERIM
2384
Eagle Ridge Investment Management
Connecticut
$463K -$1.32K -3 -0.3%
SO
2385
STRS Ohio
Ohio
$461K -$121K -275 -20%
SPA
2386
Sentinel Pension Advisors
Massachusetts
$461K -$1.76K -4 -0.4%
AA
2387
AF Advisors
California
$461K
OBGC
2388
O'Brien Greene & Co
Pennsylvania
$461K +$102K +231 +27%
GI
2389
Glovista Investments
New Jersey
$460K -$90.9K -206 -16%
HSWM
2390
Hubbell Strickland Wealth Management
Louisiana
$460K +$882 +2 +0.2%
TCM
2391
TD Capital Management
Tennessee
$459K +$1.32K +3 +0.3%
HWA
2392
Heritage Way Advisors
Illinois
$459K +$138K +312 +41%
OWA
2393
One Wealth Advisors
California
$459K +$472K +1,070 New
FC
2394
Fulcrum Capital
Washington
$457K -$183K -414 -28%
MFGM
2395
Marshall Financial Group (Maryland)
Maryland
$457K +$151K +343 +48%
HWA
2396
Heartwood Wealth Advisors
Virginia
$455K -$5.29K -12 -1%
BC
2397
Brio Consultants
California
$455K +$128K +291 +38%
CM
2398
Columbus Macro
Pennsylvania
$454K
ICM
2399
IMS Capital Management
Oregon
$454K +$36.2K +82 +8%
TFA
2400
TPG Financial Advisors
Oregon
$453K +$11.9K +27 +3%

SPY Hedge Fund Activity: Q3 2021 in Review

2,746 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2021, worth a combined $246B — up 6.4% from $231B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SPY positions and 81 closed out — a net gain of 57 holders — while 1,141 added to existing stakes and 1,080 trimmed.

The largest buyer was HRT Financial, adding an estimated $3.76B. The largest seller was Citigroup, cutting an estimated $2.25B.

  • 2,746 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2021, up from 2,732 in Q2 2021.
  • Funds reported $246B of State Street SPDR S&P 500 ETF Trust stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2021 and 81 closed out, a net change of +57 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2021 was HRT Financial, an estimated $3.76B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2021 was Citigroup, an estimated $2.25B sold.

Based on aggregated 13F filings for Q3 2021.