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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,239 hedge funds and large institutions have $213B invested in SPDR S&P 500 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,148 increasing their positions, 1,490 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,239
Holders Change
-49
Holders Change %
-1.49%
% of All Funds
51.84%
Holding in Top 10
911
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.22%
% of All Funds
14.58%
New
187
Increased
1,148
Reduced
1,490
Closed
167
Calls
$226B
Puts
$444B
Net Calls
-$218B
Net Calls Change
-$91.1B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.67B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.25B
3
Citigroup
Citigroup
New York
+$1.13B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1B
5
Jane Street
Jane Street
New York
+$962M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.33B
2
CWM
CIBC World Markets
New York
-$2.64B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.04B
4
CS
Clear Street
New York
-$1.68B
5
CF
Cantor Fitzgerald
New York
-$960M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
3326
GGM Wealth Advisors
Maryland
– -$719K -1,852 Closed
RCM
3327
Radnor Capital Management
Pennsylvania
– -$738K -1,837 Closed
IWA
3328
IBEX Wealth Advisors
New Jersey
– -$666K -1,741 Closed
WBG
3329
Wharton Business Group
Pennsylvania
– -$660K -1,725 Closed
JCM
3330
Jacobsen Capital Management
Utah
– -$657K -1,718 Closed
HWP
3331
Heritage Wealth Partners
Ohio
– -$673K -1,706 Closed
ACM
3332
Academy Capital Management
Texas
– -$625K -1,633 Closed
JWM
3333
JFG Wealth Management
Colorado
– -$616K -1,612 Closed
HZ
3334
Hixon Zuercher
Ohio
– -$599K -1,565 Closed
WOSD
3335
WFA of San Diego
California
– -$581K -1,519 Closed
CAM
3336
Clark Asset Management
New Hampshire
– -$580K -1,516 Closed
AWM
3337
Aberdeen Wealth Management
Illinois
– -$562K -1,470 Closed
JSL
3338
JT Stratford LLC
Georgia
– -$556K -1,454 Closed
LA
3339
Lindenwold Advisors
Pennsylvania
– -$555K -1,450 Closed
AIA
3340
Affinity Investment Advisors
California
– -$546K -1,429 Closed
MCM
3341
Mill Capital Management
North Carolina
– -$527K -1,379 Closed
LWCA
3342
Locust Wood Capital Advisers
New York
– -$427K -1,116 Closed
QWM
3343
QP Wealth Management
New Jersey
– -$425K -1,111 Closed
Select Equity Group
3344
Select Equity Group
New York
– -$423K -1,105 Closed
CP
3345
Capital Planning
Washington
– -$408K -1,065 Closed
SL
3346
Summitry LLC
California
– -$405K -1,060 Closed
BFP
3347
Briaud Financial Planning
Texas
– -$393K -1,029 Closed
HWM
3348
HFR Wealth Management
New York
– -$388K -1,014 Closed
DCM
3349
Driehaus Capital Management
Illinois
– -$384K -1,005 Closed
CW
3350
Cook Wealth
North Carolina
– -$383K -1,001 Closed
132 133
134
135 136