We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

3,300 hedge funds and large institutions have $247B invested in State Street SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,261 increasing their positions, 1,421 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 105

16% more capital invested

Capital invested by funds: $213B → $247B (+$34.2B)

3% more funds holding in top 10

Funds holding in top 10: 918945 (+27)

1% more funds holding

Funds holding: 3,2543,300 (+46)

1.07% less ownership

Funds ownership: 60.25%59.18% (-1.1%)

11% less repeat investments, than reductions

Existing positions increased: 1,261 | Existing positions reduced: 1,421

50% less call options, than puts

Call options by funds: $246B | Put options by funds: $496B

Holders
3,300
Holders Change
+46
Holders Change %
+1.41%
% of All Funds
51.81%
Holding in Top 10
945
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+2.94%
% of All Funds
14.84%
New
186
Increased
1,261
Reduced
1,421
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B
Name Holding Trade Value Shares
Change
Change in
Stake
RG
1851
Retirement Group
California
$2.34M +$1.42M +3,375 +178%
CCT
1852
Capital City Trust
Florida
$2.34M +$247K +589 +13%
PCM
1853
Parsons Capital Management
Rhode Island
$2.32M -$58.8K -140 -3%
CIA
1854
Compass Ion Advisors
Pennsylvania
$2.32M +$24.3K +58 +1%
I2I
1855
Insight 2811 Inc
Illinois
$2.32M +$2.2M +5,236 New
LGWM
1856
Litman Gregory Wealth Management
California
$2.32M +$2.2M +5,234 New
CQS
1857
Credential Qtrade Securities
$2.31M +$55K +131 +3%
AIM
1858
Anchor Investment Management
South Carolina
$2.3M +$42.4K +101 +2%
WKSWA
1859
White Knight Strategic Wealth Advisors
New Jersey
$2.3M -$60K -143 -3%
RP
1860
Rice Partnership
Hawaii
$2.29M
AAMA
1861
Advanced Asset Management Advisors
Ohio
$2.28M +$3.36K +8 +0.2%
RWIA
1862
Roger Wittlin Investment Advisory
California
$2.28M +$394K +939 +22%
ML
1863
McAdam LLC
Pennsylvania
$2.27M +$31.9K +76 +2%
IF
1864
Ironwood Financial
Arizona
$2.27M +$20.1K +48 +0.9%
BOPW
1865
Brandywine Oak Private Wealth
Pennsylvania
$2.27M +$420 +1 +0%
SFS
1866
Summit Financial Strategies
Ohio
$2.26M +$23.9K +57 +1%
MC
1867
Mathes Company
New York
$2.26M +$2.14M +5,103 New
LFP
1868
Leeward Financial Partners
Washington
$2.26M
LWA
1869
LWS Wealth Advisors
New Jersey
$2.26M -$606K -1,443 -22%
PFWA
1870
Paces Ferry Wealth Advisors
Georgia
$2.26M -$60.9K -145 -3%
LI
1871
LMCG Investments
Massachusetts
$2.25M -$42.8K -102 -2%
SPFA
1872
Summit Place Financial Advisors
New Jersey
$2.25M +$1.68K +4 +0.1%
Invesco
1873
Invesco
Georgia
$2.24M +$2.11M +5,016 +10,904%
EWP
1874
Elevation Wealth Partners
California
$2.24M +$839 +2 +0%
IIM
1875
InTrack Investment Management
Vermont
$2.24M -$33.2K -79 -2%

SPY Hedge Fund Activity: Q2 2023 in Review

3,300 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2023, worth a combined $247B — up 16% from $213B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new SPY positions and 105 closed out — a net gain of 81 holders — while 1,261 added to existing stakes and 1,421 trimmed.

The largest buyer was CTC (Chicago Trading Company), adding an estimated $4.08B. The largest seller was Envestnet Asset Management, cutting an estimated $11.6B.

  • 3,300 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2023, up from 3,254 in Q1 2023.
  • Funds reported $247B of State Street SPDR S&P 500 ETF Trust stock for Q2 2023, up 16% quarter-over-quarter.
  • 186 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2023 and 105 closed out, a net change of +81 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2023 was CTC (Chicago Trading Company), an estimated $4.08B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2023 was Envestnet Asset Management, an estimated $11.6B sold.

Based on aggregated 13F filings for Q2 2023.