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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 %
SFG
826
Sowa Financial Group
Rhode Island
$14.4M +$1.23M +2,768 +9%
GM
827
GeoWealth Management
Illinois
$14.4M +$4.32M +9,756 +43%
LF
828
LifeSteps Financial
California
$14.3M -$484K -1,091 -3%
CCB
829
Country Club Bank
Missouri
$14.3M +$206K +471 +1%
HIIFS
830
Harel Insurance Investments & Financial Services
Israel
$14.3M -$20M -45,288 -58%
TBWA
831
Three Bridge Wealth Advisors
California
$14.3M +$890 +2 +0%
MFS
832
Madrona Financial Services
Washington
$14.2M -$1.45M -3,266 -9%
MWA
833
Meridian Wealth Advisors
Texas
$14.2M +$2.38M +5,366 +20%
FM
834
Family Management
New York
$14.2M +$7.61M +17,164 +115%
MOS
835
MGO One Seven
Ohio
$14.2M +$573K +1,292 +4%
QCG
836
Quadrant Capital Group
Ohio
$14.1M -$82.5K -186 -0.6%
CWM
837
Cornerstone Wealth Management
Missouri
$14.1M +$231K +521 +2%
SWMG
838
Sanchez Wealth Management Group
Florida
$14M +$301K +679 +2%
EFS
839
Essex Financial Services
Connecticut
$14M +$241K +544 +2%
VPP
840
Vertex Planning Partners
Illinois
$13.9M +$1.03M +2,332 +8%
TAM
841
Taurus Asset Management
New York
$13.9M -$259K -584 -2%
TA
842
TKG Advisors
Indiana
$13.8M -$1.7M -3,829 -11%
HI
843
Humankind Investments
New York
$13.8M – – –
NRC
844
New Republic Capital
North Carolina
$13.8M -$1.33K -3 -0%
AFA
845
Atlas Financial Advisors
California
$13.7M -$3.4M -7,681 -20%
SIM
846
Seaview Investment Managers
Florida
$13.7M -$780K -1,760 -5%
PFP
847
Paragon Financial Partners
California
$13.7M +$17.3K +39 +0.1%
SMA
848
Seven Mile Advisory
New Jersey
$13.6M +$13.6M +30,770 New
TFCP
849
Twin Focus Capital Partners
Massachusetts
$13.6M +$387K +872 +3%
ECM
850
Evergreen Capital Management
Washington
$13.6M +$574K +1,292 +4%
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