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
LCM
2226
Liberty Capital Management
Michigan
$1.31M
CBNLCF
2227
Cognios Beta Neutral Large Cap Fund
Kansas
$1.31M
MCM
2228
Mattern Capital Management
Colorado
$1.31M -$7.13K -17 -0.6%
MPCG
2229
Matrix Private Capital Group
New York
$1.31M -$2.94K -7 -0.2%
PIA
2230
Powell Investment Advisors
Florida
$1.31M +$7.55K +18 +0.6%
LK
2231
Lumbard & Kellner
New Hampshire
$1.31M -$59.6K -142 -5%
SAM
2232
Summit Asset Management
Tennessee
$1.3M
BWM
2233
BerganKDV Wealth Management
Minnesota
$1.3M -$120K -286 -9%
GKIM
2234
GW&K Investment Management
Massachusetts
$1.3M -$6.77M -16,130 -85%
WG
2235
Welch Group
Alabama
$1.29M -$132K -314 -10%
PAWA
2236
Palo Alto Wealth Advisors
California
$1.29M
TWM
2237
Triton Wealth Management
Arizona
$1.29M +$1.68K +4 +0.1%
BA
2238
Ballast Advisors
Minnesota
$1.29M -$123K -293 -9%
TSWM
2239
Triangle Securities Wealth Management
North Carolina
$1.28M -$6.29K -15 -0.5%
WHCI
2240
W.H. Cornerstone Investments
Massachusetts
$1.28M +$5.46K +13 +0.5%
MLIC
2241
Mandatum Life Insurance Company
Finland
$1.28M
AI
2242
Auour Investments
Massachusetts
$1.28M +$1.21M +2,878 New
ACM
2243
Alta Capital Management
Utah
$1.27M +$74.3K +177 +7%
RFA
2244
Register Financial Advisors
Georgia
$1.26M +$839 +2 +0.1%
FFS
2245
Founders Financial Securities
Maryland
$1.26M -$26K -62 -2%
CIAS
2246
CFS Investment Advisory Services
New Jersey
$1.24M -$113K -269 -9%
SPI
2247
Sutton Place Investors
New York
$1.24M +$1.17M +2,794 New
RFO
2248
RiverGlades Family Offices
Florida
$1.24M -$41.5K -99 -3%
LA
2249
LVW Advisors
New York
$1.23M -$31.1K -74 -3%
VBFP
2250
Valtinson Bruner Financial Planning
Minnesota
$1.23M -$22.7K -54 -2%

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.