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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 %
DWM
1951
Denver Wealth Management
Colorado
$1.94M -$190K -444 -9%
MLFP
1952
MPS Loria Financial Planners
Illinois
$1.94M +$349K +815 +22%
EP
1953
EPIQ Partners
Minnesota
$1.94M -$118K -275 -6%
AWP
1954
Ascent Wealth Partners
New York
$1.93M -$1.08M -2,520 -36%
WLIM
1955
White Lighthouse Investment Management
Massachusetts
$1.93M +$171K +399 +10%
BSSFA
1956
Baron Silver Stevens Financial Advisors
Florida
$1.93M -$61.1K -143 -3%
WF
1957
Warner Financial
Maryland
$1.93M +$2.56K +6 +0.1%
RLIM
1958
Red Lighthouse Investment Management
New York
$1.93M – – –
MAWA
1959
Moss Adams Wealth Advisors
Washington
$1.92M -$85K -198 -4%
WIC
1960
Woodmont Investment Counsel
Tennessee
$1.92M +$40.6K +95 +2%
FAM
1961
Formidable Asset Management
Ohio
$1.92M -$55.6K -130 -3%
BIG
1962
Builder Investment Group
Georgia
$1.92M -$26.1K -61 -1%
SWA
1963
Strata Wealth Advisors
Texas
$1.92M +$1.92M +4,482 New
PWAG
1964
Polaris Wealth Advisory Group
California
$1.91M +$1.01M +2,362 +112%
KOC
1965
Koss-Olinger Consulting
Florida
$1.91M – – –
GSC
1966
Grey Street Capital
Illinois
$1.91M +$3.43K +8 +0.2%
EK
1967
Evensky & Katz
Florida
$1.91M +$17.5K +41 +0.9%
CTB
1968
Country Trust Bank
Illinois
$1.9M -$39.8K -93 -2%
AWM
1969
Affinity Wealth Management
Delaware
$1.89M +$11.1K +26 +0.6%
MFWP
1970
Mosaic Family Wealth Partners
Missouri
$1.89M +$5.13K +12 +0.3%
OHWP
1971
Oak Harbor Wealth Partners
North Carolina
$1.89M -$221K -516 -10%
EIA
1972
Eldridge Investment Advisors
New Hampshire
$1.89M -$238K -557 -11%
SF
1973
Safeguard Financial
Wisconsin
$1.88M -$68K -159 -3%
AFS
1974
Annapolis Financial Services
Maryland
$1.88M +$443K +1,036 +31%
BSI
1975
Bennett Selby Investments
Maine
$1.88M +$2.57K +6 +0.1%
77 78
79
80 81