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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 %
CHJWM
951
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.1M +$399K +955 +4%
WA
952
Wealth Architects
California
$11.1M +$45.7K +107 +0.4%
RIL
953
Rothschild Investment LLC
Illinois
$11.1M – – –
RCWM
954
Royal Capital Wealth Management
Indiana
$11.1M +$2.61M +6,097 +31%
PMFA
955
Plante Moran Financial Advisors
Michigan
$11M -$216K -505 -2%
EAM
956
Evanson Asset Management
California
$11M +$49.6K +116 +0.5%
PP
957
Patten & Patten
Tennessee
$11M -$43.2K -101 -0.4%
AMBIA
958
Allen Mooney & Barnes Investment Advisors
Georgia
$10.9M +$248K +580 +2%
DJSG
959
D.J. St. Germain
Massachusetts
$10.9M -$289K -676 -3%
HFS
960
Howard Financial Services
Texas
$10.9M -$286K -669 -3%
P
961
Pitcairn
Pennsylvania
$10.9M -$5.13K -12 -0%
CC
962
Cornerstone Capital
California
$10.8M -$14.1K -33 -0.1%
CFO
963
Custos Family Office
Texas
$10.8M -$8.12K -19 -0.1%
SAI
964
Systematic Alpha Investments
New Jersey
$10.8M – – –
DLG
965
Daniel L. Goodwin
$10.8M +$890K +2,081 +9%
MNG
966
Manning & Napier Group
New York
$10.7M -$12M – –
TRCT
967
Tower Research Capital (TRC)
New York
$10.7M -$221M -516,847 -95%
SCM
968
Schnieders Capital Management
California
$10.7M -$177K -414 -2%
NCM
969
Nine27 Capital Management
New York
$10.7M -$6.41M -15,000 -38%
GC
970
Gillson Capital
Illinois
$10.7M +$3.23M +7,559 +43%
VA
971
Verdad Advisers
Massachusetts
$10.7M +$10.7M +25,000 New
HWA
972
Hillcrest Wealth Advisors
New Jersey
$10.6M -$331K -775 -3%
SIA
973
Soltis Investment Advisors
Utah
$10.6M -$622K -1,456 -6%
SAG
974
SageView Advisory Group
California
$10.6M -$155K -363 -1%
WB
975
WesBanco Bank
West Virginia
$10.6M +$96.2K +225 +0.9%
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