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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,661 hedge funds and large institutions have $309B invested in SPDR S&P 500 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 508 funds opening new positions, 1,497 increasing their positions, 1,259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,661
Holders Change
+360
Holders Change %
+10.91%
% of All Funds
53.66%
Holding in Top 10
1,064
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+14.41%
% of All Funds
15.6%
New
508
Increased
1,497
Reduced
1,259
Closed
88
Calls
$262B
Puts
$448B
Net Calls
-$185B
Net Calls Change
-$10.4B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.5B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.34B
3
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
+$5.84B
4
CWM
CIBC World Markets
New York
+$2.36B
5
HF
HRT Financial
New York
+$2.07B

Top Sellers

1
Jane Street
Jane Street
New York
-$6.93B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.57B
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$3.22B
4
Millennium Management
Millennium Management
New York
-$1.59B
5
CI
Clal Insurance
Israel
-$516M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
476
Greenhouse Wealth Management
Connecticut
$45.8M -$352K -741 -0.8%
FTC
477
Farmers Trust Company
Ohio
$45.7M +$687K +1,445 +2%
MG
478
Meritage Group
California
$45.7M +$45.7M +96,069 New
FAIM
479
Financial Advocates Investment Management
Washington
$45.1M +$45.1M +94,953 New
CG
480
Cynosure Group
Utah
$45.1M +$34.4M +72,305 +320%
UCFA
481
United Capital Financial Advisors
Texas
$45M -$12.9M -27,239 -22%
SCM
482
Shapiro Capital Management
Georgia
$44.9M +$18.8M +39,638 +72%
EWM
483
Empirical Wealth Management
Washington
$44.8M -$514K -1,082 -1%
CA
484
Crewe Advisors
Utah
$44.7M +$394K +828 +0.9%
GAB
485
German American Bancorp
Indiana
$44.7M -$923K -1,942 -2%
PRS
486
Pinkerton Retirement Specialists
Idaho
$44.7M +$18M +37,904 +68%
BBNA
487
Bremer Bank National Association
Minnesota
$44.5M -$297K -625 -0.7%
ACM
488
Advisors Capital Management
New Jersey
$44.3M +$36.6M +77,051 +477%
SPA
489
Sentinel Pension Advisors
Massachusetts
$44.2M +$20.4K +43 +0%
ACM
490
AUA Capital Management
Pennsylvania
$44M +$3.16M +6,656 +8%
SC
491
Savant Capital
Illinois
$44M +$3.89M +8,190 +10%
IA
492
IFG Advisors
Missouri
$43.9M +$10.1M +21,222 +30%
PWM
493
Perigon Wealth Management
California
$43.9M +$4.7M +9,887 +12%
IA
494
IFG Advisory
Georgia
$43.9M -$20.2M -42,646 -32%
CIC
495
Carnegie Investment Counsel
Ohio
$43.8M -$2.36M -4,970 -5%
NCM
496
Novare Capital Management
North Carolina
$43.6M +$908K +1,910 +2%
WAP
497
Wealthcare Advisory Partners
Pennsylvania
$43.6M +$3.49M +7,337 +9%
Vanguard Group
498
Vanguard Group
Pennsylvania
$43.6M +$269K +565 +0.6%
YLHM
499
Yelin Lapidot Holdings Management
Israel
$43.2M +$1.52M +3,205 +4%
IA
500
IFP Advisors
Florida
$43M +$7.99M +16,802 +23%
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