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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,726 hedge funds and large institutions have $336B invested in SPDR S&P 500 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 204 funds opening new positions, 1,563 increasing their positions, 1,452 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,726
Holders Change
+55
Holders Change %
+1.5%
% of All Funds
54.19%
Holding in Top 10
1,048
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+0.96%
% of All Funds
15.24%
New
204
Increased
1,563
Reduced
1,452
Closed
94
Calls
$268B
Puts
$518B
Net Calls
-$250B
Net Calls Change
+$148B

Top Buyers

1
Optiver Holding
Optiver Holding
Netherlands
+$2.58B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.52B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.1B
4
Morgan Stanley
Morgan Stanley
New York
+$1.09B
5
Credit Agricole
Credit Agricole
France
+$946M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.55B
2
MSU
Mizuho Securities USA
New York
-$3.15B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$3B
5
CCM
Corsair Capital Management
New York
-$2.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1101
Balboa Wealth Partners
Arizona
$11.9M -$589K -1,082 -5%
RL
1102
Retireful LLC
Michigan
$11.8M -$15.5M -28,479 -57%
JSSH
1103
J. Safra Sarasin Holding
$11.8M +$11.8M +21,733 New
SWA
1104
Sax Wealth Advisors
New Jersey
$11.8M +$556K +1,022 +5%
ACA
1105
Ascension Capital Advisors
Texas
$11.8M -$11.4M -21,025 -49%
SCM
1106
Stordahl Capital Management
Colorado
$11.8M -$1.05M -1,938 -8%
BAM
1107
BOS Asset Management
Illinois
$11.7M +$1.1M +2,030 +10%
GWANC
1108
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6M -$633K -1,163 -5%
MLL
1109
Moody Lynn & Lieberson
Massachusetts
$11.6M -$53.9K -99 -0.5%
MFG
1110
Magnus Financial Group
New York
$11.6M +$1.98M +3,645 +21%
IB
1111
Intrust Bank
Kansas
$11.6M -$29.4K -54 -0.3%
LWM
1112
Lyell Wealth Management
California
$11.5M +$2.6M +4,769 +29%
CFM
1113
Comprehensive Financial Management
California
$11.5M – – –
LBC
1114
Lowe Brockenbrough & Co
Virginia
$11.5M +$5.46K +10 +0%
GC
1115
Grimes & Company
Massachusetts
$11.5M +$376K +691 +3%
EE
1116
EWG Elevate
California
$11.5M -$121K -222 -1%
NFA
1117
Northern Financial Advisors
Michigan
$11.5M -$849K -1,560 -7%
ZIG
1118
Zurich Insurance Group
Switzerland
$11.5M +$1.48M +2,850 +15%
WPA
1119
West Paces Advisors
Georgia
$11.5M +$501K +921 +5%
LMKC
1120
L.M. Kohn & Company
Ohio
$11.5M +$982K +1,804 +9%
MAM
1121
McLean Asset Management
Virginia
$11.5M -$2.81K -5 -0%
AO
1122
Advisor OS
Illinois
$11.5M +$581K +1,067 +5%
LAS
1123
LWM Advisory Services
Florida
$11.5M -$183K -337 -2%
BPWM
1124
Badgley Phelps Wealth Managers
Washington
$11.4M +$4.71M +8,621 +70%
ETIA
1125
Epic Trust Investment Advisors
Washington
$11.4M +$1.54M +2,835 +16%
43 44
45
46 47