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
BCM
3226
Blume Capital Management
California
$177K -$17.8K -40 -9%
KHC
3227
Koesten Hirschmann & Crabtree
Kansas
$168K +$2.22K +5 +1%
ICM
3228
Intrepid Capital Management
Florida
$167K
TJHA
3229
Thomas J. Herzfeld Advisors
Florida
$167K
CWM
3230
CarsonAllaria Wealth Management
Illinois
$159K -$4.89K -11 -3%
CHA
3231
Carmichael Hill & Associates
Maryland
$157K -$196K -440 -54%
GG
3232
Gleason Group
Kentucky
$157K +$890 +2 +0.5%
ECM
3233
Elgethun Capital Management
South Dakota
$154K +$7.56K +17 +5%
FCG
3234
Financial Connections Group
California
$150K
PP
3235
PFS Partners
New Jersey
$145K
CIR
3236
Clear Investment Research
Georgia
$144K +$38.7K +87 +35%
ADIM
3237
Alpha DNA Investment Management
Maryland
$141K -$44.5K -100 -23%
IWP
3238
IAG Wealth Partners
Wisconsin
$140K
WAM
3239
WFA Asset Management
Wisconsin
$138K +$890 +2 +0.6%
JWM
3240
Janiczek Wealth Management
Colorado
$137K
FMB
3241
Field & Main Bank
Kentucky
$133K -$15.1K -34 -10%
LF
3242
Lee Financial
Texas
$130K -$31.6K -71 -19%
JAM
3243
JCIC Asset Management
Ontario, Canada
$130K
SO
3244
STRS Ohio
Ohio
$130K -$256K -575 -65%
SFCL
3245
Strengthening Families & Communities LLC
Massachusetts
$130K
FFL
3246
Financial Freedom LLC
Ohio
$125K +$445 +1 +0.3%
SC
3247
Stephens Consulting
Michigan
$124K
TS
3248
Tamar Securities
California
$124K -$7.56K -17 -6%
CFG
3249
Cambridge Financial Group
Ohio
$124K +$129K +290 New
CCC
3250
Chelsea Counsel Company
California
$122K

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.