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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 %
KWM
801
KFG Wealth Management
Indiana
$15M -$2.68M -6,041 -15%
WSTAM
802
Wilbanks Smith & Thomas Asset Management
Virginia
$15M -$278K -627 -2%
LIA
803
Luken Investment Analytics
Tennessee
$15M -$7.23M -16,307 -33%
HVIA
804
Hudson Valley Investment Advisors
New York
$14.9M -$182K -411 -1%
SWM
805
Segment Wealth Management
Texas
$14.9M -$214K -482 -1%
BBA
806
BLB&B Advisors
Pennsylvania
$14.9M -$1.17M -2,639 -7%
FCM
807
Firestone Capital Management
Florida
$14.9M -$190K -422 -1%
HFAS
808
Hummer Financial Advisory Services
Illinois
$14.9M – – –
BCWM
809
Bartlett & Co Wealth Management
Ohio
$14.8M +$2.58M +5,801 +21%
BC
810
Bartlett & Co
Ohio
$14.8M +$2.58M +5,801 +21%
Lazard Asset Management
811
Lazard Asset Management
New York
$14.8M -$145K -327 -1%
BFM
812
Boston Financial Management
Massachusetts
$14.8M -$126K -284 -0.8%
LIM
813
Leavell Investment Management
Alabama
$14.8M -$1.35M -3,033 -8%
FFA
814
Fi3 Financial Advisors
Indiana
$14.7M -$533K -1,202 -3%
NEPWA
815
New England Private Wealth Advisors
Massachusetts
$14.7M -$39.9K -90 -0.3%
GIM
816
Goelzer Investment Management
Indiana
$14.7M -$135K -304 -0.9%
MG
817
Meritage Group
California
$14.7M -$2M -4,502 -12%
CWM
818
Connecticut Wealth Management
Connecticut
$14.6M +$78.5K +177 +0.5%
JMF
819
Johnson Midwest Financial
Iowa
$14.6M -$2.15M -4,860 -13%
FPW
820
Flagship Private Wealth
Massachusetts
$14.6M +$121K +274 +0.8%
MWM
821
MorganRosel Wealth Management
Colorado
$14.6M -$427K -963 -3%
DAS
822
Dynamic Advisor Solutions
Arizona
$14.5M -$12.5M -28,288 -46%
WFO
823
Wealthgate Family Office
Colorado
$14.5M -$1.43M -3,218 -9%
BAM
824
Brave Asset Management
New Jersey
$14.5M +$274K +618 +2%
MIA
825
MMBG Investment Advisors
Florida
$14.5M +$148K +340 +1%
31 32
33
34 35