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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,301 hedge funds and large institutions have $229B invested in SPDR S&P 500 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,341 increasing their positions, 1,363 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,301
Holders Change
+17
Holders Change %
+0.52%
% of All Funds
52.63%
Holding in Top 10
930
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-0.75%
% of All Funds
14.83%
New
171
Increased
1,341
Reduced
1,363
Closed
117
Calls
$238B
Puts
$413B
Net Calls
-$175B
Net Calls Change
+$75.4B

Top Buyers

1
Jane Street
Jane Street
New York
+$6B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.13B
3
Millennium Management
Millennium Management
New York
+$1.7B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$752M

Top Sellers

1
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$6.45B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.44B
3
Wells Fargo
Wells Fargo
California
-$3.57B
4
Bank of America
Bank of America
North Carolina
-$3.1B
5
Morgan Stanley
Morgan Stanley
New York
-$2.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
826
Legacy Capital Wealth Partners
Arkansas
$14.5M +$5.94M +13,890 +69%
BBA
827
BLB&B Advisors
Pennsylvania
$14.5M +$89.3K +209 +0.6%
BC
828
Bartlett & Co
Ohio
$14.5M +$157K +366 +1%
BCWM
829
Bartlett & Co Wealth Management
Ohio
$14.5M +$157K +366 +1%
AGA
830
Accuvest Global Advisors
Utah
$14.5M +$8.8M +20,590 +155%
HFAS
831
Hummer Financial Advisory Services
Illinois
$14.3M – – –
PI
832
Putnam Investments
Massachusetts
$14.3M +$11.7M +27,340 +447%
BAM
833
Brave Asset Management
New Jersey
$14.2M +$215K +504 +2%
SWMG
834
Sanchez Wealth Management Group
Florida
$14.1M +$585K +1,368 +4%
BFM
835
Boston Financial Management
Massachusetts
$14.1M -$180K -420 -1%
MIA
836
MMBG Investment Advisors
Florida
$14.1M -$98.3K -230 -0.7%
Asset Management One
837
Asset Management One
Japan
$14M -$14.4M -33,700 -51%
WFO
838
Wealthgate Family Office
Colorado
$14M +$13.3K +31 +0.1%
FFA
839
Fi3 Financial Advisors
Indiana
$14M -$221K -516 -2%
HVIA
840
Hudson Valley Investment Advisors
New York
$13.9M -$498K -1,165 -3%
VPP
841
Vertex Planning Partners
Illinois
$13.9M +$520K +1,216 +4%
SRG
842
SBB Research Group
Illinois
$13.9M +$4.08M +9,536 +42%
LF
843
LifeSteps Financial
California
$13.9M +$21.8K +51 +0.2%
CA
844
Cresta Advisors
Texas
$13.8M +$3.7M +8,648 +37%
TBWA
845
Three Bridge Wealth Advisors
California
$13.8M +$24K +56 +0.2%
CFS
846
Commonwealth Financial Services
West Virginia
$13.7M +$13.7M +31,973 New
CCB
847
Country Club Bank
Missouri
$13.7M -$333K -777 -2%
MWA
848
Meridian Wealth Advisors
Texas
$13.7M -$79.9K -187 -0.6%
KA
849
Kovack Advisors
Florida
$13.6M -$2.63M -6,158 -16%
SEI Investments
850
SEI Investments
Pennsylvania
$13.5M -$2.56M -5,997 -16%
32 33
34
35 36