We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

3,316 hedge funds and large institutions have $230B invested in State Street SPDR S&P 500 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,350 increasing their positions, 1,365 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 117

0% more funds holding

Funds holding: 3,3003,316 (+16)

1% less funds holding in top 10

Funds holding in top 10: 945937 (-8)

1% less repeat investments, than reductions

Existing positions increased: 1,350 | Existing positions reduced: 1,365

1.49% less ownership

Funds ownership: 59.18%57.69% (-1.5%)

7% less capital invested

Capital invested by funds: $247B → $230B (-$17.6B)

42% less call options, than puts

Call options by funds: $238B | Put options by funds: $413B

Holders
3,316
Holders Change
+16
Holders Change %
+0.48%
% of All Funds
52.62%
Holding in Top 10
937
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-0.85%
% of All Funds
14.87%
New
171
Increased
1,350
Reduced
1,365
Closed
117
Calls
$238B
Puts
$413B
Net Calls
-$175B
Net Calls Change
+$75.4B
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
1976
Polaris Wealth Advisory Group
California
$1.91M +$1.05M +2,362 +112%
KOC
1977
Koss-Olinger Consulting
Florida
$1.91M
GSC
1978
Grey Street Capital
Illinois
$1.91M +$3.56K +8 +0.2%
EK
1979
Evensky & Katz
Florida
$1.91M +$18.2K +41 +0.9%
CTB
1980
Country Trust Bank
Illinois
$1.9M -$41.4K -93 -2%
AWM
1981
Affinity Wealth Management
Delaware
$1.89M +$11.6K +26 +0.6%
MFWP
1982
Mosaic Family Wealth Partners
Missouri
$1.89M +$5.34K +12 +0.3%
OHWP
1983
Oak Harbor Wealth Partners
North Carolina
$1.89M -$230K -516 -10%
EIA
1984
Eldridge Investment Advisors
New Hampshire
$1.89M -$248K -557 -11%
SF
1985
Safeguard Financial
Wisconsin
$1.88M -$70.7K -159 -3%
AFS
1986
Annapolis Financial Services
Maryland
$1.88M +$461K +1,036 +31%
BSI
1987
Bennett Selby Investments
Maine
$1.88M +$2.67K +6 +0.1%
RMA
1988
Roffman Miller Associates
Pennsylvania
$1.88M +$60K +135 +3%
LSIA
1989
LaSalle St. Investment Advisors
Illinois
$1.87M +$317K +712 +19%
TFA
1990
Toth Financial Advisory
Virginia
$1.87M -$60.5K -136 -3%
AMIM
1991
Aull & Monroe Investment Management
Alabama
$1.86M +$8.01K +18 +0.4%
TWP
1992
Tempus Wealth Planning
California
$1.86M +$88.5K +199 +5%
EWM
1993
Executive Wealth Management
Michigan
$1.86M +$142K +319 +8%
TWM
1994
TMD Wealth Management
Arizona
$1.86M -$56.9K -128 -3%
GI
1995
Gradient Investments
Minnesota
$1.85M +$371K +834 +24%
SSWM
1996
Sheets Smith Wealth Management
North Carolina
$1.85M -$158K -355 -8%
OW
1997
Olistico Wealth
Oklahoma
$1.85M +$17.3K +39 +0.9%
MCA
1998
MSH Capital Advisors
Arizona
$1.85M +$342K +768 +22%
WCP
1999
Wick Capital Partners
Pennsylvania
$1.84M -$9.79K -22 -0.5%
WCM
2000
Wunderlich Capital Managemnt
Tennessee
$1.83M +$82.3K +185 +5%

SPY Hedge Fund Activity: Q3 2023 in Review

3,316 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2023, worth a combined $230B — down 7.1% from $247B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new SPY positions and 117 closed out — a net gain of 54 holders — while 1,350 added to existing stakes and 1,365 trimmed.

The largest buyer was Jane Street, adding an estimated $6.24B. The largest seller was CTC (Chicago Trading Company), exiting entirely with an estimated $6.47B sold.

  • 3,316 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2023, up from 3,300 in Q2 2023.
  • Funds reported $230B of State Street SPDR S&P 500 ETF Trust stock for Q3 2023, down 7.1% quarter-over-quarter.
  • 171 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2023 and 117 closed out, a net change of +54 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2023 was Jane Street, an estimated $6.24B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2023 was CTC (Chicago Trading Company), an estimated $6.47B sold.

Based on aggregated 13F filings for Q3 2023.