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
LC
1426
LCNB Corp
Ohio
$4.5M +$77.8K +175 +2%
DP
1427
DDD Partners
Washington
$4.48M -$1.57M -3,534 -25%
JWM
1428
Jupiter Wealth Management
Colorado
$4.48M +$4.52M +10,160 New
PB
1429
Pinnacle Bancorp
Nebraska
$4.47M +$3.11K +7 +0.1%
VC
1430
Veracity Capital
Georgia
$4.46M -$302K -680 -6%
SVWAG
1431
Sound View Wealth Advisors Group
Georgia
$4.46M +$330K +743 +8%
BA
1432
Bridgewater Advisors
New York
$4.45M +$4.63M +10,414 New
CAM
1433
Cozad Asset Management
Illinois
$4.44M +$357K +802 +8%
TA
1434
Tactive Advisors
Florida
$4.44M -$5.09M -11,443 -52%
ANBT
1435
American National Bank & Trust
Texas
$4.42M -$52.9K -119 -1%
HIP
1436
HUB Investment Partners
Texas
$4.41M -$340K -764 -7%
MPI
1437
Mairs & Power Inc
Minnesota
$4.38M -$2.24M -5,040 -33%
MFC
1438
Morris Financial Concepts
South Carolina
$4.38M -$47.6K -107 -1%
BFC
1439
Blue Fin Capital
Rhode Island
$4.36M +$16K +36 +0.4%
FCMT
1440
Founders Capital Management (Texas)
Texas
$4.35M -$11.6K -26 -0.3%
GC
1441
Garde Capital
Washington
$4.34M -$58.3K -131 -1%
PSCM
1442
Per Stirling Capital Management
Texas
$4.34M +$222K +499 +5%
H
1443
HoyleCohen
California
$4.34M -$177K -397 -4%
LWMT
1444
Legacy Wealth Management (Tennessee)
Tennessee
$4.33M -$182K -410 -4%
CWP
1445
CFM Wealth Partners
Texas
$4.32M +$104K +233 +2%
SR
1446
Syntax Research
Florida
$4.31M +$4.49M +10,093 New
Fayez Sarofim & Co
1447
Fayez Sarofim & Co
Texas
$4.31M -$109K -246 -2%
MSAGDF
1448
Moneda SA Administradora General de Fondos
Chile
$4.3M -$217K -488 -5%
GLLW
1449
Graves Light Lenhart Wealth
Virginia
$4.3M -$11.1K -25 -0.2%
FFW
1450
Fusion Family Wealth
New York
$4.29M +$9.79K +22 +0.2%

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.