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
SFG
1926
Sage Financial Group
Pennsylvania
$2.09M +$327K +779 +20%
SWAG
1927
Spectrum Wealth Advisory Group
California
$2.09M -$375K -894 -16%
AA
1928
AlphaQ Advisors
Florida
$2.09M +$52.5K +125 +3%
Cohen & Steers
1929
Cohen & Steers
New York
$2.08M -$620K -1,477 -24%
MAWA
1930
Moss Adams Wealth Advisors
Washington
$2.08M -$83.1K -198 -4%
AWM
1931
Ameliora Wealth Management
Switzerland
$2.08M -$504K -1,202 -20%
CHA
1932
Cooper/Haims Advisors
New York
$2.08M -$90.7K -216 -4%
SSWM
1933
Sheets Smith Wealth Management
North Carolina
$2.08M +$312K +743 +19%
BSA
1934
Bull Street Advisors
Georgia
$2.08M +$4.2K +10 +0.2%
TRIA
1935
Trail Ridge Investment Advisors
Colorado
$2.07M -$126K -301 -6%
WI
1936
Wedgewood Investors
Pennsylvania
$2.07M +$48.7K +116 +3%
SWM
1937
SigFig Wealth Management
California
$2.07M +$1.98M +4,719 New
BSSFA
1938
Baron Silver Stevens Financial Advisors
Florida
$2.06M +$619K +1,474 +46%
SIA
1939
SeaBridge Investment Advisors
New Jersey
$2.06M
ERIC
1940
Eagle Rock Investment Company
Georgia
$2.06M -$18.9K -45 -1%
PGF
1941
Plan Group Financial
Oklahoma
$2.06M +$1.92M +4,586 New
SHJ
1942
Sharkey, Howes & Javer
Colorado
$2.06M +$45.3K +108 +2%
NCM
1943
Northside Capital Management
Oregon
$2.06M
FAM
1944
Formidable Asset Management
Ohio
$2.05M -$145K -345 -7%
DI
1945
Disciplined Investments
Oklahoma
$2.04M -$211K -503 -10%
CA
1946
Continuum Advisory
Idaho
$2.04M +$358K +854 +17%
PAMG
1947
Patton Albertson Miller Group
Tennessee
$2.04M -$228K -543 -11%
BFA
1948
Beaumont Financial Advisors
Massachusetts
$2.04M +$33.6K +80 +2%
QPW
1949
Quantum Private Wealth
Florida
$2.04M +$204K +487 +12%
SCM
1950
Spring Capital Management
Texas
$2.03M -$139K -331 -7%

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.