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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,239 hedge funds and large institutions have $213B invested in SPDR S&P 500 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,148 increasing their positions, 1,490 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,239
Holders Change
-49
Holders Change %
-1.49%
% of All Funds
51.84%
Holding in Top 10
911
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.22%
% of All Funds
14.58%
New
187
Increased
1,148
Reduced
1,490
Closed
167
Calls
$226B
Puts
$444B
Net Calls
-$218B
Net Calls Change
-$91.1B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.67B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.25B
3
Citigroup
Citigroup
New York
+$1.13B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1B
5
Jane Street
Jane Street
New York
+$962M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.33B
2
CWM
CIBC World Markets
New York
-$2.64B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.04B
4
CS
Clear Street
New York
-$1.68B
5
CF
Cantor Fitzgerald
New York
-$960M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
851
Davenport & Co
Virginia
$12.1M -$6.29M -15,359 -34%
NFA
852
Northern Financial Advisors
Michigan
$12M +$711K +1,736 +6%
ECM
853
Evergreen Capital Management
Washington
$12M -$1.81M -4,409 -13%
TIM
854
Tortoise Investment Management
New York
$12M -$959K -2,342 -7%
LCWP
855
Legacy Capital Wealth Partners
Arkansas
$12M +$12M +29,320 New
NWA
856
Navis Wealth Advisors
New York
$12M +$658K +1,607 +6%
PSP
857
Principal Street Partners
Tennessee
$11.9M +$42.7K +104 +0.4%
SRG
858
SBB Research Group
Illinois
$11.9M +$3.75M +9,165 +46%
LPAM
859
Lodestar Private Asset Management
California
$11.9M +$122K +299 +1%
VPP
860
Vertex Planning Partners
Illinois
$11.9M +$1.09M +2,656 +10%
VHAM
861
Van Hulzen Asset Management
California
$11.9M -$622K -1,519 -5%
SSWM
862
Smith Salley Wealth Management
North Carolina
$11.8M -$6.13M -14,983 -34%
WEPOG
863
Wealth Enhancement & Preservation of GA
Georgia
$11.8M +$11.8M +28,791 New
CCM
864
Coldstream Capital Management
Washington
$11.7M -$71.2K -174 -0.6%
WIM
865
Warwick Investment Management
Texas
$11.7M +$1.64K +4 +0%
SFS
866
Starfox Financial Services
Texas
$11.6M -$111K -268 -0.9%
BWA
867
BDO Wealth Advisors
Florida
$11.6M +$34K +83 +0.3%
LSA
868
L & S Advisors
California
$11.6M +$308K +752 +3%
AM
869
AGF Management
Ontario, Canada
$11.6M -$1.71M -4,184 -13%
GFP
870
Gryphon Financial Partners
Ohio
$11.6M +$4.5K +11 +0%
TCA
871
Trifecta Capital Advisors
Illinois
$11.5M +$24.6K +60 +0.2%
BMCM
872
Bryn Mawr Capital Management
Pennsylvania
$11.5M -$292K -714 -2%
MNBTD
873
Moody National Bank Trust Division
Texas
$11.4M +$1.19M +2,908 +12%
TCM
874
Towercrest Capital Management
Pennsylvania
$11.4M -$418K -1,020 -4%
BIA
875
Bigelow Investment Advisors
Maine
$11.4M -$333K -813 -3%
33 34
35
36 37