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
KCM
3376
Kathmere Capital Management
Pennsylvania
-$352K -860 Closed
PMG
3377
Private Management Group
California
-$328K -800 Closed
LW
3378
Lauer Wealth
Indiana
-$318K -757 Closed
FCA
3379
FLC Capital Advisors
California
-$284K -693 Closed
FEG
3380
Financial Enhancement Group
Indiana
-$279K -681 Closed
BC
3381
Bowman & Company
Wisconsin
-$275K -673 Closed
IWM
3382
Iams Wealth Management
Nebraska
-$282K -673 Closed
CANY
3383
Caxton Associates (New York)
New York
-$272K -664 Closed
CNAM
3384
Campbell Newman Asset Management
Wisconsin
-$267K -653 Closed
3LCM
3385
3D/L Capital Management
Connecticut
-$259K -633 Closed
MCP
3386
Martin Capital Partners
Oregon
-$252K -615 Closed
FA
3387
Financial Advisors
Massachusetts
-$242K -590 Closed
HCM
3388
Howard Capital Management
Georgia
-$237K -580 Closed
FA
3389
Financial Alternatives
California
-$229K -560 Closed
CWA
3390
CJM Wealth Advisers
Virginia
-$224K -548 Closed
XT
3391
XTX Topco
Cayman Islands
-$224K -546 Closed
CWA
3392
Capital Wealth Alliance
Arizona
-$218K -534 Closed
SIG
3393
Sargent Investment Group
Maryland
-$218K -531 Closed
CM
3394
Capital Management
Virginia
-$205K -500 Closed
HIGP
3395
Hill Investment Group Partners
Missouri
-$205K -500 Closed
BF
3396
Brooklyn FI
New York
-$203K -427 Closed
HB
3397
Horizon Bancorp
Indiana
-$140K -343 Closed
GCWM
3398
Graham Capital Wealth Management
District of Columbia
-$1.25M -306 Closed
STCOSD
3399
Sageworth Trust Company of South Dakota
South Dakota
-$113K -275 Closed
SIM
3400
Sentry Investment Management
Wisconsin
-$100K -245 Closed

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.