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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,284 hedge funds and large institutions have $247B invested in SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,256 increasing their positions, 1,418 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,284
Holders Change
+45
Holders Change %
+1.39%
% of All Funds
51.79%
Holding in Top 10
937
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.85%
% of All Funds
14.78%
New
185
Increased
1,256
Reduced
1,418
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B

Top Buyers

1
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
+$4.31B
2
Wells Fargo
Wells Fargo
California
+$3.47B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.32B
4
Wolverine Trading
Wolverine Trading
Illinois
+$2.55B
5
HF
HRT Financial
New York
+$2.19B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.83B
3
Barclays
Barclays
United Kingdom
-$1.54B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.05B
5
Goldman Sachs
Goldman Sachs
New York
-$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1676
Strait & Sound Wealth Management
California
$3.01M -$63.4K -143 -2%
PL
1677
Plancorp LLC
Missouri
$3M +$35.5K +80 +1%
MIM
1678
Merrion Investment Management
New Jersey
$2.99M +$166K +374 +6%
AFG
1679
AFS Financial Group
Maryland
$2.98M -$615K -1,387 -17%
FWM
1680
ForthRight Wealth Management
Georgia
$2.98M +$8.87K +20 +0.3%
DLCIG
1681
D.L. Carlson Investment Group
New Hampshire
$2.97M +$2.66K +6 +0.1%
LA
1682
Lifeworks Advisors
Michigan
$2.97M -$133K -301 -4%
HWM
1683
Howard Wealth Management
Connecticut
$2.96M -$6.65K -15 -0.2%
BEAM
1684
Baker Ellis Asset Management
Washington
$2.96M – – –
HFBOT
1685
Home Federal Bank of Tennessee
Tennessee
$2.96M +$711K +1,604 +32%
KLI
1686
Kelman-Lazarov Inc
Tennessee
$2.95M +$10.2K +23 +0.3%
TSWM
1687
Tyler-Stone Wealth Management
Ohio
$2.95M +$2.95M +6,665 New
APG
1688
Abacus Planning Group
South Carolina
$2.95M +$155K +349 +6%
APW
1689
Austin Private Wealth
Texas
$2.94M +$449K +1,013 +18%
BFA
1690
Beacon Financial Advisory
Ohio
$2.94M +$3.55K +8 +0.1%
BC
1691
Burney Company
Virginia
$2.93M +$887 +2 +0%
MWM
1692
Madison Wealth Management
Ohio
$2.93M – – –
AAS
1693
Asset Allocation Strategies
Michigan
$2.93M +$2.39M +5,385 +441%
GBWM
1694
Granite Bay Wealth Management
New Hampshire
$2.92M -$919K -2,073 -24%
KM
1695
Kalos Management
Georgia
$2.92M +$95.8K +216 +3%
SCA
1696
Sandy Cove Advisors
Massachusetts
$2.92M -$3.55K -8 -0.1%
RIA
1697
Realta Investment Advisors
Delaware
$2.92M -$89.1K -201 -3%
BIP
1698
Blueprint Investment Partners
North Carolina
$2.92M -$1.84M -4,159 -39%
IAA
1699
Independent Advisor Alliance
North Carolina
$2.91M – – –
SHFA
1700
SC&H Financial Advisors
Maryland
$2.91M +$886 +2 +0%
66 67
68
69 70