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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 %
JWCA
401
J.W. Cole Advisors
Florida
$41.1M +$1.41M +3,439 +4%
YCM
402
Yousif Capital Management
Michigan
$41.1M -$10.3M -25,160 -20%
WRTC
403
Wind River Trust Company
Wyoming
$41M – – –
TA
404
TRB Advisors
New York
$40.9M +$40.9M +100,000 New
CG
405
Colony Group
Massachusetts
$40.8M -$11.4M -27,863 -22%
ARC
406
Advisor Resource Council
Texas
$40.5M +$12.1M +29,514 +42%
GT
407
Greenleaf Trust
Michigan
$40.5M +$1.7M +4,142 +4%
TSS
408
Two Sigma Securities
New York
$40.5M +$40.5M +98,896 New
HPC
409
Hobart Private Capital
North Carolina
$40.5M +$40.5M +98,831 New
NAM
410
NTV Asset Management
West Virginia
$40.4M +$679K +1,659 +2%
IAN
411
Integrated Advisors Network
Texas
$40.3M +$2.03M +4,961 +5%
GRP
412
Global Retirement Partners
California
$40.3M -$17.3M -42,325 -30%
WCAMG
413
Woodard & Company Asset Management Group
North Carolina
$40.2M -$1.03M -2,513 -2%
GAB
414
German American Bancorp
Indiana
$40.2M -$6.81M -16,623 -14%
GIA
415
Gladstone Institutional Advisory
Florida
$40.2M -$4.52M -11,041 -10%
CIC
416
Carnegie Investment Counsel
Ohio
$40.1M -$4.92M -12,023 -11%
PTC
417
Petrus Trust Company
Texas
$40.1M +$22.3M +54,394 +125%
EWM
418
Empirical Wealth Management
Washington
$40M +$447K +1,091 +1%
WW
419
Westshore Wealth
California
$39.6M +$1.23M +3,016 +3%
CA
420
Crewe Advisors
Utah
$39.2M -$474K -1,157 -1%
ACM
421
AUA Capital Management
Pennsylvania
$39.1M -$152K -372 -0.4%
SWM
422
Spire Wealth Management
Virginia
$39M +$8.86M +21,653 +29%
CWM
423
CIBC World Markets
New York
$38.9M -$2.64B -6,455,000 -99%
GWM
424
Greenhouse Wealth Management
Connecticut
$38.8M -$296K -723 -0.8%
OWM
425
Olympus Wealth Management
Utah
$38.6M -$357K -872 -0.9%
15 16
17
18 19