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
AGAM
1276
Audent Global Asset Management
California
$5.92M +$39.6K +89 +0.6%
PCA
1277
Pallas Capital Advisors
Massachusetts
$5.9M +$68.5K +154 +1%
WP
1278
Westmount Partners
California
$5.89M +$801K +1,801 +15%
ZF
1279
Zhang Financial
Michigan
$5.88M -$51.6K -116 -0.8%
BFA
1280
Bragg Financial Advisors
North Carolina
$5.87M +$954K +2,146 +19%
IF
1281
IRON Financial
Illinois
$5.86M -$4K -9 -0.1%
Calamos Advisors
1282
Calamos Advisors
Illinois
$5.85M -$115M -259,484 -95%
OWP
1283
Obermeyer Wealth Partners
Colorado
$5.85M +$227K +510 +4%
EC
1284
Estate Counselors
Wisconsin
$5.85M -$578K -1,300 -9%
RW
1285
REDW Wealth
New Mexico
$5.84M -$548K -1,232 -8%
ACA
1286
Aspire Capital Advisors
Washington
$5.81M +$4K +9 +0.1%
CG
1287
Corundum Group
Colorado
$5.79M -$652K -1,467 -10%
FMP
1288
Financial Management Professionals
Texas
$5.78M -$6.99M -15,724 -54%
KWS
1289
Keystone Wealth Services
California
$5.78M +$146K +328 +2%
LA
1290
Latitude Advisors
Florida
$5.77M -$70.7K -159 -1%
PBO
1291
Peoples Bank (Ohio)
Ohio
$5.76M -$572K -1,286 -9%
VCM
1292
Vivaldi Capital Management
Illinois
$5.76M -$196K -441 -3%
AIA
1293
Alera Investment Advisors
Illinois
$5.74M -$494K -1,111 -8%
IWP
1294
Invenio Wealth Partners
Florida
$5.74M -$260K -585 -4%
GWS
1295
Glassman Wealth Services
Virginia
$5.74M +$64K +144 +1%
WP
1296
WealthSpring Partners
California
$5.73M -$24K -54 -0.4%
AT
1297
American Trust
Kentucky
$5.72M -$931K -2,093 -14%
EW
1298
Element Wealth
Mississippi
$5.68M -$44K -99 -0.7%
WCA
1299
Waypoint Capital Advisors
Minnesota
$5.68M -$142K -319 -2%
CWP
1300
Cyndeo Wealth Partners
Florida
$5.66M -$4.89K -11 -0.1%

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.