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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,284 hedge funds and large institutions have $247B invested in SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,256 increasing their positions, 1,418 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,284
Holders Change
+45
Holders Change %
+1.39%
% of All Funds
51.79%
Holding in Top 10
937
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.85%
% of All Funds
14.78%
New
185
Increased
1,256
Reduced
1,418
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B

Top Buyers

1
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
+$4.31B
2
Wells Fargo
Wells Fargo
California
+$3.47B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.32B
4
Wolverine Trading
Wolverine Trading
Illinois
+$2.55B
5
HF
HRT Financial
New York
+$2.19B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.83B
3
Barclays
Barclays
United Kingdom
-$1.54B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.05B
5
Goldman Sachs
Goldman Sachs
New York
-$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFMG
2726
Sage Financial Management Group
Virginia
$517K – – –
FPCG
2727
Fort Pitt Capital Group
Pennsylvania
$515K -$101K -227 -16%
WWP
2728
Waypoint Wealth Partners
California
$515K – – –
IC
2729
Innealta Capital
Texas
$514K +$514K +1,159 New
OCPWS
2730
One Charles Private Wealth Services
Massachusetts
$513K +$4.87K +11 +1%
IWP
2731
Insight Wealth Partners
Texas
$512K -$75.8K -171 -13%
CHP
2732
Cable Hill Partners
Oregon
$507K – – –
BWL
2733
Bogart Wealth LLC
Virginia
$507K +$4.88K +11 +1%
CCM
2734
Compass Capital Management
Minnesota
$507K -$448K -1,011 -47%
JIM
2735
JCP Investment Management
Texas
$505K – – –
SC
2736
Scholtz & Company
Connecticut
$505K -$47K -106 -9%
CFG
2737
Carr Financial Group
Massachusetts
$504K +$146K +330 +41%
CC
2738
Constitution Capital
Connecticut
$504K +$37.7K +85 +8%
IWA
2739
IVC Wealth Advisors
Pennsylvania
$502K – – –
5SA
2740
5th Street Advisors
Connecticut
$502K +$157K +355 +46%
IAG
2741
Investment Advisory Group
Massachusetts
$501K +$158K +356 +46%
GGS
2742
Galvin Gaustad & Stein
Arizona
$501K -$23.9K -54 -5%
KIM
2743
Karpus Investment Management
New York
$501K – – –
NCM
2744
Narwhal Capital Management
Georgia
$498K – – –
GFWA
2745
Grey Fox Wealth Advisors
Delaware
$498K -$41.8K -94 -8%
HP
2746
Hilltop Partners
Indiana
$498K +$21.3K +48 +4%
WF
2747
WoodTrust Financial
Wisconsin
$497K +$14.2K +32 +3%
I
2748
IMPACTfolio
Colorado
$496K +$3.55K +8 +0.7%
LAIC
2749
Lederer & Associates Investment Counsel
California
$496K – – –
SIA
2750
Sage Investment Advisers
New York
$493K +$443 +1 +0.1%
108 109
110
111 112