We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

3,316 hedge funds and large institutions have $230B invested in State Street SPDR S&P 500 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,350 increasing their positions, 1,365 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 117

0% more funds holding

Funds holding: 3,3003,316 (+16)

1% less funds holding in top 10

Funds holding in top 10: 945937 (-8)

1% less repeat investments, than reductions

Existing positions increased: 1,350 | Existing positions reduced: 1,365

1.49% less ownership

Funds ownership: 59.18%57.69% (-1.5%)

7% less capital invested

Capital invested by funds: $247B → $230B (-$17.6B)

42% less call options, than puts

Call options by funds: $238B | Put options by funds: $413B

Holders
3,316
Holders Change
+16
Holders Change %
+0.48%
% of All Funds
52.62%
Holding in Top 10
937
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-0.85%
% of All Funds
14.87%
New
171
Increased
1,350
Reduced
1,365
Closed
117
Calls
$238B
Puts
$413B
Net Calls
-$175B
Net Calls Change
+$75.4B
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
2926
KCS Wealth Advisory
California
$385K -$9.34K -21 -2%
AL
2927
ADE LLC
Maryland
$384K
Invesco
2928
Invesco
Georgia
$383K -$1.85M -4,165 -82%
SRC
2929
Shufro Rose & Co
New York
$383K
MSWM
2930
McGlone Suttner Wealth Management
Wisconsin
$380K +$445 +1 +0.1%
LI
2931
LVZ Inc
Michigan
$379K -$15.6K -35 -4%
VT
2932
Vise Technologies
New York
$378K +$10.2K +23 +3%
BBW
2933
Blue Barn Wealth
Utah
$376K +$445 +1 +0.1%
AG
2934
Advocate Group
Minnesota
$376K
BA
2935
Bellwether Advisors
Nebraska
$375K -$68.5K -154 -15%
ACM
2936
Academy Capital Management
Texas
$375K
BWP
2937
Bernardo Wealth Planning
Pennsylvania
$374K +$69.4K +156 +22%
AR
2938
Apeiron RIA
Texas
$374K -$4.45K -10 -1%
NWMG
2939
National Wealth Management Group
Ohio
$373K -$6.67K -15 -2%
GCP
2940
Gill Capital Partners
Colorado
$370K +$445 +1 +0.1%
GJIA
2941
Glass Jacobson Investment Advisors
Maryland
$369K -$14.2K -32 -4%
RI
2942
Rinkey Investments
California
$368K -$173K -388 -31%
SWM
2943
Silverlake Wealth Management
Vermont
$368K
MMM
2944
Mendel Money Management
Illinois
$368K +$35.6K +80 +10%
SF
2945
Slagle Financial
Illinois
$366K -$3.56K -8 -0.9%
RP
2946
Rowlandmiller & Partners
Georgia
$366K -$17.8K -40 -4%
AWMT
2947
AAFMAA Wealth Management & Trust
North Carolina
$366K
DC
2948
DeDora Capital
California
$366K
JAFL
2949
Jay A. Fishman Ltd
Michigan
$365K
LL
2950
LPWM LLC
Minnesota
$364K

SPY Hedge Fund Activity: Q3 2023 in Review

3,316 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2023, worth a combined $230B — down 7.1% from $247B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new SPY positions and 117 closed out — a net gain of 54 holders — while 1,350 added to existing stakes and 1,365 trimmed.

The largest buyer was Jane Street, adding an estimated $6.24B. The largest seller was CTC (Chicago Trading Company), exiting entirely with an estimated $6.47B sold.

  • 3,316 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2023, up from 3,300 in Q2 2023.
  • Funds reported $230B of State Street SPDR S&P 500 ETF Trust stock for Q3 2023, down 7.1% quarter-over-quarter.
  • 171 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2023 and 117 closed out, a net change of +54 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2023 was Jane Street, an estimated $6.24B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2023 was CTC (Chicago Trading Company), an estimated $6.47B sold.

Based on aggregated 13F filings for Q3 2023.