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
PA
2976
PSI Advisors
Florida
$325K -$52K -124 -14%
BZWA
2977
Blue Zone Wealth Advisors
California
$325K -$58.3K -139 -16%
MAG
2978
Mayfair Advisory Group
Alabama
$325K +$3.78K +9 +1%
PCM
2979
Pointe Capital Management
Michigan
$325K -$2.77M -6,604 -90%
TCM
2980
Telos Capital Management
California
$324K -$12.6K -30 -4%
CWM
2981
Certus Wealth Management
California
$323K +$306K +728 New
UBG
2982
United Bank (Georgia)
Georgia
$320K -$16.8K -40 -5%
CVM
2983
Cheviot Value Management
California
$320K -$28.5K -68 -9%
FSG
2984
Financial Strategies Group
Michigan
$320K +$303K +722 New
MCM
2985
Mendel Capital Management
Arkansas
$320K -$5.88K -14 -2%
GAM
2986
Garrison Asset Management
Arkansas
$320K -$4.2K -10 -1%
BC
2987
Brio Consultants
California
$319K +$94.8K +226 +46%
BWP
2988
Bernardo Wealth Planning
Pennsylvania
$319K +$839 +2 +0.3%
PDM
2989
Penn Davis McFarland
Texas
$319K -$4.62K -11 -2%
AWM
2990
Avaii Wealth Management
Wisconsin
$317K
PBF
2991
Petix & Botte Financial
California
$317K +$94.4K +225 +46%
RIA
2992
RPG Investment Advisory
California
$315K
MFA
2993
Morling Financial Advisors
California
$314K
BA
2994
Bluesphere Advisors
Pennsylvania
$313K +$297K +707 New
GCA
2995
Greenwood Capital Associates
South Carolina
$313K -$68K -162 -19%
AAM
2996
Azzad Asset Management
Virginia
$313K +$296K +706 New
CCMI
2997
Creative Capital Management Investments
California
$312K
SCA
2998
SMH Capital Advisors
Texas
$311K
TWM
2999
Tanager Wealth Management
United Kingdom
$311K -$36.9K -88 -11%
RF
3000
Robbins Farley
New Hampshire
$310K -$37.8K -90 -11%

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.