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
CAM
1151
Crestone Asset Management
Colorado
$7.65M +$1.23M +2,764 +18%
CB
1152
Community Bank
New York
$7.63M -$76.9K -173 -1%
CLOS
1153
Compagnie Lombard Odier SCmA
Switzerland
$7.63M -$95.2K -214 -1%
SMG
1154
Smart Money Group
Texas
$7.6M -$8.38M -18,852 -51%
CC
1155
Courier Capital
New York
$7.56M -$2.31M -5,187 -23%
AF
1156
Advisornet Financial
Minnesota
$7.54M -$10M -22,543 -56%
HCM
1157
Highview Capital Management
Illinois
$7.54M +$1.71M +3,847 +28%
PFG
1158
Pinnacle Financial Group
Illinois
$7.54M +$18.2K +41 +0.2%
PWP
1159
Principle Wealth Partners
Connecticut
$7.47M +$12K +27 +0.2%
OCM
1160
One Capital Management
California
$7.46M +$314K +705 +4%
CPIA
1161
Cornell Pochily Investment Advisors
New York
$7.44M -$995K -2,237 -11%
BHBT
1162
Burke & Herbert Bank & Trust
Virginia
$7.44M +$63.2K +142 +0.8%
PWP
1163
Perfromance Wealth Partners
Illinois
$7.43M +$372K +837 +5%
MCC
1164
Money Concepts Capital
Florida
$7.41M -$524K -1,178 -7%
FGG
1165
Financial Guidance Group
Florida
$7.39M +$88.5K +199 +1%
CWM
1166
C2C Wealth Management
Arizona
$7.36M +$238K +534 +3%
ES
1167
Eagle Strategies
New York
$7.36M +$113K +253 +1%
GFPC
1168
Global Financial Private Client
Florida
$7.34M +$313K +704 +4%
MPWT
1169
MassMutual Private Wealth & Trust
Connecticut
$7.34M +$1.66M +3,732 +28%
DWM
1170
Destination Wealth Management
California
$7.33M -$93.8K -211 -1%
CWM
1171
Congress Wealth Management
Massachusetts
$7.33M +$2.45M +5,498 +47%
JWCA
1172
J.W. Coons Advisors
Ohio
$7.32M +$445 +1 +0%
AA
1173
Advisory Alpha
Michigan
$7.28M +$187K +420 +3%
HC
1174
Hoese & Co
Minnesota
$7.27M -$17.3K -39 -0.2%
GAM
1175
Grandview Asset Management
Pennsylvania
$7.25M -$295K -663 -4%

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.