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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,725 hedge funds and large institutions have $336B invested in SPDR S&P 500 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 204 funds opening new positions, 1,563 increasing their positions, 1,452 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,725
Holders Change
+55
Holders Change %
+1.5%
% of All Funds
54.18%
Holding in Top 10
1,048
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+0.96%
% of All Funds
15.24%
New
204
Increased
1,563
Reduced
1,452
Closed
94
Calls
$268B
Puts
$518B
Net Calls
-$250B
Net Calls Change
+$148B

Top Buyers

1
Optiver Holding
1
Optiver Holding
Netherlands
$2.58B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.64B
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.05B
4
Morgan Stanley
4
Morgan Stanley
New York
$19B
5
Credit Agricole
5
Credit Agricole
France
$1.03B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.37B
2
MSU
2
Mizuho Securities USA
New York
$164M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.44B
4
CTC (Chicago Trading Company)
4
CTC (Chicago Trading Company)
Illinois
$154M
5
CCM
5
Corsair Capital Management
New York
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
3351
Brown Wealth Management
Illinois
$352K -$9.8K -18 -3%
SWA
3352
ShankerValleau Wealth Advisors
Illinois
$352K – – –
EFIC
3353
Eliot Finkel Investment Counsel
California
$351K – – –
TPCM
3354
Templeton & Phillips Capital Management
Tennessee
$351K +$351K +645 New
BF
3355
Brooklyn FI
New York
$351K +$96.3K +177 +38%
C1AG
3356
Client 1st Advisory Group
Florida
$350K +$92.5K +170 +36%
VFIC
3357
Valley Forge Investment Consultants
Pennsylvania
$350K – – –
BA
3358
Baugh & Associates
Georgia
$350K -$68.3K -105 -16%
CCMI
3359
Creative Capital Management Investments
California
$349K -$80.5K -148 -19%
CIA
3360
CCM Investment Advisers
South Carolina
$349K +$45.2K +83 +15%
PW
3361
Peninsula Wealth
California
$349K – – –
VCM
3362
Versant Capital Management
Arizona
$348K -$10.3K -19 -3%
MIM
3363
Moseley Investment Management
Florida
$348K – – –
TDC
3364
Thompson Davis & Co
Virginia
$347K -$98K -180 -22%
DCM
3365
Dudley Capital Management
Virginia
$346K – – –
RWM
3366
Reston Wealth Management
Virginia
$345K -$26.1K -48 -7%
CFG
3367
CKW Financial Group
Hawaii
$344K +$1.09K +2 +0.3%
CIA
3368
Cascade Investment Advisors
Oregon
$344K – – –
HKIM
3369
Hayek Kallen Investment Management
Alabama
$340K +$86.6K +159 +34%
PD
3370
Planning Directions
Pennsylvania
$340K – – –
PCM
3371
Presidio Capital Management
California
$339K +$31.6K +58 +10%
FPF
3372
First Pacific Financial
Washington
$339K +$1.09K +2 +0.3%
HSWS
3373
Higgins & Schmidt Wealth Strategies
Colorado
$339K -$39.2K -72 -10%
SIS
3374
Strategic Investment Solutions
Illinois
$338K +$338K +614 New
HWM
3375
HRC Wealth Management
Idaho
$338K -$1.63K -3 -0.5%
133 134
135
136 137