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
CA
3076
Crumly & Associates
Illinois
$258K +$30.6K +73 +14%
BFM
3077
Broadview Financial Management
Wisconsin
$258K +$839 +2 +0.3%
DSN
3078
D. Scott Neal
Kentucky
$257K +$243K +579 New
SFP
3079
Sweet Financial Partners
Minnesota
$257K +$7.55K +18 +3%
AMG
3080
Advisors Management Group
Wisconsin
$256K -$12.2K -29 -5%
MCP
3081
Mirador Capital Partners
California
$256K +$12.6K +30 +5%
CIA
3082
Cascade Investment Advisors
Oregon
$255K +$14.7K +35 +6%
RFN
3083
RDA Financial Network
Iowa
$255K -$14.3K -34 -6%
SWM
3084
Salvus Wealth Management
New Jersey
$255K -$416K -992 -63%
ASW
3085
Astoria Strategic Wealth
Texas
$255K
FFC
3086
First Financial Corp
Indiana
$255K -$25.2K -60 -9%
VP
3087
Verum Partners
North Carolina
$254K +$240K +573 New
FWA
3088
Freedom Wealth Alliance
Wisconsin
$254K +$237K +565 New
LOIP
3089
Live Oak Investment Partners
Texas
$254K
KL
3090
KilterHowling LLC
Colorado
$254K +$839 +2 +0.4%
RW
3091
RVW Wealth
California
$253K +$11.3K +27 +5%
CCMINC
3092
Cardinal Capital Management Inc (North Carolina)
North Carolina
$252K +$19.3K +46 +9%
MFC
3093
Mechanics Financial Corp
Ohio
$251K -$8.39K -20 -3%
BA
3094
Baugh & Associates
Georgia
$251K -$4.2K -10 -2%
AR
3095
Advisory Research
Illinois
$250K -$140K -334 -37%
SIS
3096
Strategic Investment Solutions
Illinois
$248K +$420 +1 +0.2%
LFA
3097
Lauterbach Financial Advisors
Texas
$248K -$6.29K -15 -3%
ANHIM
3098
Alan N. Hoffman Investment Management
Massachusetts
$248K +$235K +560 New
CW
3099
Channel Wealth
California
$247K -$46.2K -110 -16%
CBOR
3100
Community Bank of Raymore
Missouri
$247K

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.