We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

3,316 hedge funds and large institutions have $230B invested in State Street SPDR S&P 500 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,350 increasing their positions, 1,365 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 117

0% more funds holding

Funds holding: 3,3003,316 (+16)

1% less funds holding in top 10

Funds holding in top 10: 945937 (-8)

1% less repeat investments, than reductions

Existing positions increased: 1,350 | Existing positions reduced: 1,365

1.49% less ownership

Funds ownership: 59.18%57.69% (-1.5%)

7% less capital invested

Capital invested by funds: $247B → $230B (-$17.6B)

42% less call options, than puts

Call options by funds: $238B | Put options by funds: $413B

Holders
3,316
Holders Change
+16
Holders Change %
+0.48%
% of All Funds
52.62%
Holding in Top 10
937
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-0.85%
% of All Funds
14.87%
New
171
Increased
1,350
Reduced
1,365
Closed
117
Calls
$238B
Puts
$413B
Net Calls
-$175B
Net Calls Change
+$75.4B
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
826
Flagship Private Wealth
Massachusetts
$14.6M +$586K +1,318 +4%
TWM
827
Tolleson Wealth Management
Texas
$14.6M -$806K -1,813 -5%
NEPWA
828
New England Private Wealth Advisors
Massachusetts
$14.6M +$439K +988 +3%
LIM
829
Leavell Investment Management
Alabama
$14.5M +$293K +659 +2%
PWM
830
Palumbo Wealth Management
New York
$14.5M +$3.66M +8,230 +32%
PFM
831
Patton Fund Management
Texas
$14.5M -$725K -1,629 -5%
LCWP
832
Legacy Capital Wealth Partners
Arkansas
$14.5M +$6.18M +13,890 +69%
BBA
833
BLB&B Advisors
Pennsylvania
$14.5M +$93K +209 +0.6%
BC
834
Bartlett & Co
Ohio
$14.5M +$163K +366 +1%
BCWM
835
Bartlett & Co Wealth Management
Ohio
$14.5M +$163K +366 +1%
AGA
836
Accuvest Global Advisors
Utah
$14.5M +$9.16M +20,590 +155%
HFAS
837
Hummer Financial Advisory Services
Illinois
$14.3M
PI
838
Putnam Investments
Massachusetts
$14.3M +$12.2M +27,340 +447%
BAM
839
Brave Asset Management
New Jersey
$14.2M +$224K +504 +2%
SWMG
840
Sanchez Wealth Management Group
Florida
$14.1M +$608K +1,368 +4%
BFM
841
Boston Financial Management
Massachusetts
$14.1M -$187K -420 -1%
MIA
842
MMBG Investment Advisors
Florida
$14.1M -$102K -230 -0.7%
Asset Management One
843
Asset Management One
Japan
$14M -$15M -33,700 -51%
WFO
844
Wealthgate Family Office
Colorado
$14M +$13.8K +31 +0.1%
FFA
845
Fi3 Financial Advisors
Indiana
$14M -$230K -516 -2%
HVIA
846
Hudson Valley Investment Advisors
New York
$13.9M -$518K -1,165 -3%
VPP
847
Vertex Planning Partners
Illinois
$13.9M +$541K +1,216 +4%
SRG
848
SBB Research Group
Illinois
$13.9M +$4.24M +9,536 +42%
LF
849
LifeSteps Financial
California
$13.9M +$22.7K +51 +0.2%
CA
850
Cresta Advisors
Texas
$13.8M +$3.85M +8,648 +37%

SPY Hedge Fund Activity: Q3 2023 in Review

3,316 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2023, worth a combined $230B — down 7.1% from $247B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new SPY positions and 117 closed out — a net gain of 54 holders — while 1,350 added to existing stakes and 1,365 trimmed.

The largest buyer was Jane Street, adding an estimated $6.24B. The largest seller was CTC (Chicago Trading Company), exiting entirely with an estimated $6.47B sold.

  • 3,316 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2023, up from 3,300 in Q2 2023.
  • Funds reported $230B of State Street SPDR S&P 500 ETF Trust stock for Q3 2023, down 7.1% quarter-over-quarter.
  • 171 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2023 and 117 closed out, a net change of +54 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2023 was Jane Street, an estimated $6.24B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2023 was CTC (Chicago Trading Company), an estimated $6.47B sold.

Based on aggregated 13F filings for Q3 2023.