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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,284 hedge funds and large institutions have $247B invested in SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,256 increasing their positions, 1,418 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,284
Holders Change
+45
Holders Change %
+1.39%
% of All Funds
51.79%
Holding in Top 10
937
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.85%
% of All Funds
14.78%
New
185
Increased
1,256
Reduced
1,418
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B

Top Buyers

1
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
+$4.31B
2
Wells Fargo
Wells Fargo
California
+$3.47B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.32B
4
Wolverine Trading
Wolverine Trading
Illinois
+$2.55B
5
HF
HRT Financial
New York
+$2.19B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.83B
3
Barclays
Barclays
United Kingdom
-$1.54B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.05B
5
Goldman Sachs
Goldman Sachs
New York
-$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
726
Central Bank & Trust
Kentucky
$17.7M -$880K -1,986 -5%
CWP
727
Curated Wealth Partners
California
$17.7M -$32.8K -74 -0.2%
RBC
728
Romano Brothers & Co
Illinois
$17.7M +$111K +251 +0.6%
MCM
729
Magnolia Capital Management
New York
$17.6M +$279K +630 +2%
EAM
730
Erste Asset Management
Austria
$17.6M +$121K +274 +0.7%
CWA
731
Clarity Wealth Advisors
California
$17.6M +$971K +2,191 +6%
MWM
732
Modera Wealth Management
New Jersey
$17.5M +$7.75M +17,494 +79%
Financial Engines Advisors
733
Financial Engines Advisors
California
$17.5M -$1.29M -2,900 -7%
OC
734
Oakworth Capital
Alabama
$17.5M -$458K -1,034 -3%
Berkshire Hathaway
735
Berkshire Hathaway
Nebraska
$17.5M – – –
LA
736
Legacy Advisors
Pennsylvania
$17.4M +$7.17M +16,169 +70%
RFS
737
Retirement Financial Solutions
Tennessee
$17.4M +$1.02M +2,310 +6%
LCM
738
LCM Capital Management
Illinois
$17.4M -$63.8K -144 -0.4%
GFS
739
GYL Financial Synergies
Connecticut
$17.3M -$680K -1,533 -4%
DPI
740
Diversified Portfolios Inc
Michigan
$17.3M +$295K +665 +2%
DWT
741
Dorsey & Whitney Trust
South Dakota
$17.3M -$1.12M -2,534 -6%
SC
742
Sepio Capital
Utah
$17.3M -$4.26M -9,615 -20%
BFG
743
Baron Financial Group
New Jersey
$17.3M -$373K -841 -2%
BHB
744
Bank Hapoalim BM
Israel
$17.3M +$707K +1,594 +4%
CCM
745
Corsair Capital Management
New York
$17.3M -$21.7K -49 -0.1%
TM
746
Tikvah Management
North Carolina
$17.3M – – –
AAS
747
Ameritas Advisory Services
Nebraska
$17.3M -$5.36M -12,216 -24%
PHAM
748
Palisades Hudson Asset Management
Florida
$17.3M -$477K -1,075 -3%
SAF
749
Smith Anglin Financial
Texas
$17.3M +$201K +453 +1%
FMWA
750
Forvis Mazars Wealth Advisors
Missouri
$17.2M +$1.13M +2,549 +7%
28 29
30
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