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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,670 hedge funds and large institutions have $303B invested in SPDR S&P 500 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,424 increasing their positions, 1,576 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,670
Holders Change
+10
Holders Change %
+0.27%
% of All Funds
53.2%
Holding in Top 10
1,038
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-2.44%
% of All Funds
15.05%
New
205
Increased
1,424
Reduced
1,576
Closed
140
Calls
$276B
Puts
$674B
Net Calls
-$398B
Net Calls Change
-$213B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.43B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.8B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.87B
4
HF
HRT Financial
New York
+$1.34B
5
SVCF
Silicon Valley Community Foundation
California
+$1.31B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.9B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.76B
3
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$3.4B
4
Cerity Partners
Cerity Partners
New York
-$3.23B
5
Jane Street
Jane Street
New York
-$2.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
501
AUA Capital Management
Pennsylvania
$46.6M -$1.82M -3,484 -4%
TFA
502
Trinity Financial Advisors
Ohio
$46.6M -$126K -240 -0.3%
FTC
503
Farmers Trust Company
Ohio
$46M -$4.32M -8,260 -9%
NHC
504
Nicholas Hoffman & Company
Georgia
$45.8M -$36.6K -70 -0.1%
PWM
505
Perigon Wealth Management
California
$45.7M -$2.6M -4,973 -5%
EFG
506
Embree Financial Group
Illinois
$45.6M +$208K +397 +0.5%
SWM
507
SFG Wealth Management
Maryland
$45M +$1.3M +2,480 +3%
MC
508
Medici Capital
California
$44.9M +$27.1M +51,757 +152%
APW
509
Atlantic Private Wealth
North Carolina
$44.7M -$885K -1,692 -2%
HPC
510
HM Payson & Co
Maine
$44.7M -$1.92M -3,664 -4%
SWM
511
Spire Wealth Management
Virginia
$44.6M -$1.01M -1,933 -2%
Balyasny Asset Management
512
Balyasny Asset Management
Illinois
$44.5M -$29.4M -56,241 -40%
SMFG
513
Sumitomo Mitsui Financial Group
Japan
$44.3M -$1.3M -2,481 -3%
MBTD
514
Mechanics Bank - Trust Department
California
$44.1M -$2.2M -4,204 -5%
KA
515
Kozak & Associates
Colorado
$43.9M +$254K +480 +0.6%
ATFA
516
All Terrain Financial Advisors
Minnesota
$43.7M -$1.84M -3,509 -4%
PWLP
517
Prio Wealth Limited Partnership
Massachusetts
$43.7M -$156K -298 -0.4%
MPPLM
518
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$43.7M -$7.26M -13,881 -14%
CA
519
Cumberland Advisors
Florida
$43.3M +$378K +722 +0.9%
AFO
520
Allie Family Office
Florida
$43.2M -$251K -479 -0.6%
SW
521
SteelPeak Wealth
California
$43.1M -$3.1M -5,918 -7%
RIS
522
Retirement Income Solutions
Michigan
$42.9M -$681K -1,302 -2%
ST
523
SAL Trading
Pennsylvania
$42.8M +$42.8M +81,899 New
IWM
524
IHT Wealth Management
Illinois
$42.7M -$459K -877 -1%
Aristotle Capital Management
525
Aristotle Capital Management
California
$42.7M -$117M -223,133 -73%
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