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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 %
PFM
1651
Phillips Financial Management
Indiana
$3.05M +$88.1K +206 +3%
AT
1652
Avalon Trust
New Mexico
$3.05M -$15K -35 -0.5%
VWM
1653
Valley Wealth Managers
New Jersey
$3.05M -$502K -1,174 -14%
DIM
1654
Delta Investment Management
California
$3.04M +$55.6K +130 +2%
LWM
1655
LJI Wealth Management
Indiana
$3.03M +$355K +830 +13%
IPW
1656
Impact Partnership Wealth
Georgia
$3.03M -$53.4K -125 -2%
BFA
1657
Beacon Financial Advisory
Ohio
$3.02M +$191K +447 +7%
HP
1658
Hyperion Partners
Pennsylvania
$3.02M +$6.84K +16 +0.2%
BTW
1659
Boston Trust Walden
Massachusetts
$3.02M +$855 +2 +0%
CFA
1660
Capstone Financial Advisors
Illinois
$3.02M +$4.7K +11 +0.2%
ECG
1661
EPIQ Capital Group
California
$3M +$254K +593 +9%
NCM
1662
Northwest Capital Management
Oregon
$3M +$92.8K +217 +3%
MF
1663
Montis Financial
Massachusetts
$3M -$43.6K -102 -1%
NPT
1664
Nixon Peabody Trust
Massachusetts
$2.99M -$49.6K -116 -2%
HIG
1665
Heritage Investment Group
Florida
$2.99M +$56.4K +132 +2%
AAS
1666
Asset Allocation Strategies
Michigan
$2.99M +$161K +376 +6%
IWA
1667
Inspirion Wealth Advisors
Illinois
$2.95M +$1.28K +3 +0%
PCH
1668
PGIM Custom Harvest
New Jersey
$2.95M -$459K -1,073 -13%
FFA
1669
Fragasso Financial Advisors
Pennsylvania
$2.95M -$97K -227 -3%
SWMP
1670
Signature Wealth Management Partners
New Jersey
$2.95M – – –
PBT
1671
Pictet Bank & Trust
Bahamas
$2.94M – – –
RMCM
1672
Reynders McVeigh Capital Management
Massachusetts
$2.94M -$109K -254 -4%
SFS
1673
Security Financial Services
Indiana
$2.94M -$295K -690 -9%
HWM
1674
Hassell Wealth Management
Louisiana
$2.93M – – –
APW
1675
Austin Private Wealth
Texas
$2.93M +$93.6K +219 +3%
65 66
67
68 69