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
KBFS
2201
Kohmann Bosshard Financial Services
Ohio
$1.38M
ELC
2202
Edgar Lomax Company
Virginia
$1.37M -$3.56K -8 -0.2%
GSB
2203
Greenfield Savings Bank
Massachusetts
$1.37M +$1.43M +3,213 New
CWM
2204
Campbell Wealth Management
Virginia
$1.37M +$202K +455 +16%
WFS
2205
Widmann Financial Services
Maryland
$1.37M -$6.67K -15 -0.5%
VCM
2206
Violich Capital Management
California
$1.37M
WWM
2207
WJ Wealth Management
Arizona
$1.37M +$539K +1,212 +61%
SCM
2208
Sebold Capital Management
Illinois
$1.37M -$316K -711 -18%
PIA
2209
Powell Investment Advisors
Florida
$1.37M +$111K +250 +9%
ACM
2210
AlphaStar Capital Management
North Carolina
$1.37M -$20K -45 -1%
BOM
2211
Bank of Marin
California
$1.36M -$3.56K -8 -0.3%
MFGM
2212
Marshall Financial Group (Maryland)
Maryland
$1.36M -$35.1K -79 -2%
CAM
2213
Congress Asset Management
Massachusetts
$1.36M +$10.7K +24 +0.8%
AG
2214
Ascent Group
Virginia
$1.36M -$72.1K -162 -5%
CCA
2215
Checchi Capital Advisers
California
$1.35M -$5.05M -11,351 -78%
MPW
2216
MA Private Wealth
California
$1.35M -$61.8K -139 -4%
MPCG
2217
Matrix Private Capital Group
New York
$1.35M +$87.6K +197 +7%
GHAM
2218
Gilman Hill Asset Management
Connecticut
$1.34M -$26.7K -60 -2%
DAM
2219
Delta Asset Management
Tennessee
$1.34M -$68.9K -155 -5%
EFN
2220
Equita Financial Network
Pennsylvania
$1.34M +$1.39M +3,136 New
Legacy Financial Group (Iowa)
2221
Legacy Financial Group (Iowa)
Iowa
$1.34M +$1.39M +3,125 New
CWS
2222
Confluence Wealth Services
Pennsylvania
$1.34M -$445 -1 -0%
EWM
2223
EPG Wealth Management
Georgia
$1.33M -$10.7K -24 -0.8%
ERWM
2224
Elk River Wealth Management
Colorado
$1.33M -$220K -494 -14%
CFMC
2225
Curbstone Financial Management Corp
New Hampshire
$1.32M

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.