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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
AFG
2001
Atomi Financial Group
New York
$1.85M +$281K +669 +19%
MAS
2002
Meeder Advisory Services
Ohio
$1.85M +$1.03M +2,464 +145%
CFP
2003
Curran Financial Partners
South Carolina
$1.84M +$470K +1,121 +37%
TWP
2004
Tempus Wealth Planning
California
$1.84M -$7.97K -19 -0.5%
NA
2005
Nottingham Advisors
New York
$1.84M +$14.7K +35 +0.9%
YAM
2006
Yacktman Asset Management
Texas
$1.84M +$283K +675 +19%
TH
2007
Team Hewins
California
$1.83M -$18.5K -44 -1%
CSB
2008
City State Bank
Iowa
$1.83M -$8.39K -20 -0.5%
WLIM
2009
White Lighthouse Investment Management
Massachusetts
$1.83M +$5.04K +12 +0.3%
HCA
2010
Horan Capital Advisors
Ohio
$1.82M -$10.5K -25 -0.6%
SAG
2011
Spotlight Asset Group
Illinois
$1.82M -$44.5K -106 -3%
WCM
2012
Wunderlich Capital Managemnt
Tennessee
$1.82M -$75.5K -180 -4%
LPT
2013
Legacy Private Trust
Wisconsin
$1.82M -$47.8K -114 -3%
MCM
2014
Morton Capital Management
California
$1.82M -$17.2K -41 -1%
BBL
2015
Beck Bode LLC
Massachusetts
$1.81M -$123K -294 -7%
RFA
2016
Resurgent Financial Advisors
Georgia
$1.81M -$1.68M -4,014 -50%
KCM
2017
Kornitzer Capital Management
Kansas
$1.8M +$336K +800 +25%
VNA
2018
Valley National Advisers
Pennsylvania
$1.8M -$65.5K -156 -4%
SCG
2019
Sonata Capital Group
Washington
$1.8M -$24.3K -58 -1%
GP
2020
Girard Partners
Pennsylvania
$1.8M -$8.39K -20 -0.5%
HL
2021
HeadInvest LLC
Maine
$1.79M +$13.8K +33 +0.8%
CPC
2022
Congress Park Capital
New York
$1.79M -$818K -1,950 -33%
GD
2023
Grandfield & Dodd
New York
$1.79M +$16.8K +40 +1%
EWM
2024
Executive Wealth Management
Michigan
$1.79M +$184K +439 +12%
WIM
2025
Westside Investment Management
California
$1.78M +$21.8K +52 +1%

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.