We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

3,300 hedge funds and large institutions have $247B invested in State Street SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,261 increasing their positions, 1,421 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 105

16% more capital invested

Capital invested by funds: $213B → $247B (+$34.2B)

3% more funds holding in top 10

Funds holding in top 10: 918945 (+27)

1% more funds holding

Funds holding: 3,2543,300 (+46)

1.07% less ownership

Funds ownership: 60.25%59.18% (-1.1%)

11% less repeat investments, than reductions

Existing positions increased: 1,261 | Existing positions reduced: 1,421

50% less call options, than puts

Call options by funds: $246B | Put options by funds: $496B

Holders
3,300
Holders Change
+46
Holders Change %
+1.41%
% of All Funds
51.81%
Holding in Top 10
945
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+2.94%
% of All Funds
14.84%
New
186
Increased
1,261
Reduced
1,421
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Madison Asset Management
Wisconsin
$83.7M -$5.15M -12,277 -6%
EH
277
Equitable Holdings
New York
$83.1M +$18.4M +43,826 +31%
G
278
GenTrust
Florida
$83M -$1.29M -3,062 -2%
DT
279
Diversified Trust
Tennessee
$82.5M +$2.43M +5,789 +3%
Tudor Investment Corp
280
Tudor Investment Corp
Connecticut
$82.4M +$77.6M +184,994 +22,182%
EB
281
Eastern Bank
Massachusetts
$82.4M +$307K +731 +0.4%
DCM
282
Dimension Capital Management
Florida
$81.5M +$42.4K +101 +0.1%
SS
283
Simplicity Solutions
Minnesota
$81.4M -$28.8M -68,606 -27%
SPIA
284
Steward Partners Investment Advisory
New York
$81.2M +$691K +1,646 +0.9%
MA
285
Montag & Associates
Georgia
$80.3M -$296K -706 -0.4%
CFG
286
Citizens Financial Group
Rhode Island
$80.1M +$4.57M +10,895 +6%
FWM
287
FFT Wealth Management
Pennsylvania
$80.1M +$396K +943 +0.5%
BBHC
288
Brown Brothers Harriman & Co
New York
$79.8M +$22.1M +52,742 +41%
MA
289
MCF Advisors
Kentucky
$79M -$2.83M -6,745 -4%
SVCP
290
Silicon Valley Capital Partners
California
$78.7M -$1.58M -3,755 -2%
NFC
291
Northeast Financial Consultants
Connecticut
$78.3M -$158K -377 -0.2%
MW
292
MBL Wealth
North Carolina
$77.3M +$711K +1,695 +1%
CI
293
Conning Inc
Connecticut
$77.2M +$255K +608 +0.4%
SPIA
294
Strategic Point Investment Advisors
Rhode Island
$77.1M -$1.24M -2,961 -2%
NWM
295
Navigation Wealth Management
Colorado
$76M -$845K -2,013 -1%
BFG
296
Bleakley Financial Group
New Jersey
$76M -$2.69M -6,409 -4%
FPCP
297
Fort Point Capital Partners
California
$75.8M +$165K +393 +0.2%
RWM
298
Ritholtz Wealth Management
New York
$75.7M +$947K +2,256 +1%
HPC
299
Hobart Private Capital
North Carolina
$75.6M +$30.1M +71,632 +72%
1SB
300
1ST Source Bank
Indiana
$75.5M +$278K +662 +0.4%

SPY Hedge Fund Activity: Q2 2023 in Review

3,300 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2023, worth a combined $247B — up 16% from $213B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new SPY positions and 105 closed out — a net gain of 81 holders — while 1,261 added to existing stakes and 1,421 trimmed.

The largest buyer was CTC (Chicago Trading Company), adding an estimated $4.08B. The largest seller was Envestnet Asset Management, cutting an estimated $11.6B.

  • 3,300 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2023, up from 3,254 in Q1 2023.
  • Funds reported $247B of State Street SPDR S&P 500 ETF Trust stock for Q2 2023, up 16% quarter-over-quarter.
  • 186 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2023 and 105 closed out, a net change of +81 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2023 was CTC (Chicago Trading Company), an estimated $4.08B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2023 was Envestnet Asset Management, an estimated $11.6B sold.

Based on aggregated 13F filings for Q2 2023.