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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 %
DSN
2651
D. Scott Neal
Kentucky
$620K +$372K +866 +150%
HWP
2652
Heritage Wealth Partners
Ohio
$620K -$59.4K -139 -9%
LTI
2653
Laffer Tengler Investments
Tennessee
$619K +$257K +601 +71%
SHA
2654
Seneca House Advisors
Virginia
$619K -$4.32K -10 -0.7%
WFA
2655
Wade Financial Advisory
California
$616K – – –
FG
2656
Fiduciary Group
Georgia
$615K +$46.2K +108 +8%
NOI
2657
Newton One Investments
Delaware
$613K +$2.56K +6 +0.4%
TA
2658
TFG Advisers
Michigan
$613K +$8.55K +20 +1%
GCA
2659
Genesee Capital Advisors
New York
$612K +$612K +1,431 New
OBWP
2660
O'Brien Wealth Partners
Massachusetts
$611K +$80.4K +188 +15%
KAS
2661
KPP Advisory Services
Kentucky
$610K +$610K +1,428 New
D
2662
Diversified
Delaware
$607K +$145K +340 +31%
SPWM
2663
Straight Path Wealth Management
Michigan
$602K – – –
EL
2664
Envoi LLC
Minnesota
$601K +$601K +1,406 New
PRWA
2665
Platte River Wealth Advisors
Colorado
$598K – – –
WTFG
2666
Wells Trecaso Financial Group
Ohio
$597K -$64.1K -150 -10%
HBW
2667
Hazlett, Burt & Watson
West Virginia
$596K +$131K +306 +28%
MA
2668
Menlo Advisors
California
$596K +$307K +500 +106%
RIP
2669
RAM Investment Partners
Washington
$595K – – –
HTHT
2670
Hemenway Trust Hemenway Trust
New Hampshire
$595K -$4.28K -10 -0.7%
BIM
2671
Barton Investment Management
Pennsylvania
$595K -$49.2K -115 -8%
MWM
2672
Marion Wealth Management
Pennsylvania
$592K +$134K +313 +29%
MWM
2673
Massachusetts Wealth Management
Massachusetts
$591K +$65.4K +153 +12%
JLBC
2674
J.L. Bainbridge & Co
Florida
$590K -$855 -2 -0.1%
LL
2675
LWMG LLC
Minnesota
$590K -$165K -387 -22%
105 106
107
108 109