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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,301 hedge funds and large institutions have $229B invested in SPDR S&P 500 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,341 increasing their positions, 1,363 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,301
Holders Change
+17
Holders Change %
+0.52%
% of All Funds
52.63%
Holding in Top 10
930
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-0.75%
% of All Funds
14.83%
New
171
Increased
1,341
Reduced
1,363
Closed
117
Calls
$238B
Puts
$413B
Net Calls
-$175B
Net Calls Change
+$75.4B

Top Buyers

1
Jane Street
Jane Street
New York
+$6B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.13B
3
Millennium Management
Millennium Management
New York
+$1.7B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$752M

Top Sellers

1
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$6.45B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.44B
3
Wells Fargo
Wells Fargo
California
-$3.57B
4
Bank of America
Bank of America
North Carolina
-$3.1B
5
Morgan Stanley
Morgan Stanley
New York
-$2.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
2551
Summit Investment Advisory Services
Minnesota
$735K +$21.4K +50 +3%
FPWM
2552
FSB Premier Wealth Management
Iowa
$734K +$18K +42 +3%
JWM
2553
Jessup Wealth Management
Ohio
$733K +$10.7K +25 +1%
FMN
2554
Financial Management Network
California
$732K +$10.2K +24 +1%
OAP
2555
One Advisory Partners
Kansas
$732K – – –
VC
2556
Vicus Capital
Pennsylvania
$731K -$30.5K -453 -4%
PAG
2557
Powers Advisory Group
Illinois
$730K – – –
NIM
2558
Nicollet Investment Management
Minnesota
$730K – – –
MCA
2559
Martin Capital Advisors
Texas
$730K -$64.1K -150 -8%
MSR
2560
Main Street Research
Connecticut
$729K -$321K -748 -31%
EPM
2561
Elm Partners Management
Pennsylvania
$728K -$855 -2 -0.1%
SCP
2562
Syntal Capital Partners
Texas
$728K -$12.4K -29 -2%
ICM
2563
IMS Capital Management
Oregon
$723K +$74.8K +175 +12%
SWM
2564
Shakespeare Wealth Management
Wisconsin
$723K +$49.1K +115 +7%
CG
2565
Castellan Group
Kentucky
$723K -$3.25M -7,593 -82%
DC
2566
Darrow Company
Massachusetts
$720K +$2.57K +6 +0.4%
BFG
2567
Beacon Financial Group
Texas
$720K -$66.2K -147 -8%
SWM
2568
Seaside Wealth Management
California
$719K +$2.14K +5 +0.3%
EFG
2569
Everhart Financial Group
Ohio
$718K -$316K -740 -31%
SWM
2570
Sendero Wealth Management
Texas
$714K – – –
SW
2571
SkyOak Wealth
Michigan
$714K +$49.2K +115 +7%
PPWM
2572
PFG Private Wealth Management
Florida
$713K +$5.99K +14 +0.8%
KAM
2573
Kraft Asset Management
Tennessee
$711K -$48.7K -114 -6%
OAM
2574
Occidental Asset Management
California
$711K +$1.71K +4 +0.2%
AWMS
2575
Advocacy Wealth Management Services
Georgia
$709K – – –
101 102
103
104 105