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
CCM
2376
Chickasaw Capital Management
Tennessee
$1M
FFA
2377
Fortune Financial Advisors
Kansas
$1M +$5.78K +13 +0.6%
CYG
2378
Clean Yield Group
Vermont
$1M +$222K +500 +28%
FWM
2379
Fingerlakes Wealth Management
New York
$999K -$4.45K -10 -0.4%
PP
2380
PrairieView Partners
Minnesota
$997K -$63.2K -142 -6%
MMG
2381
Monetary Management Group
Missouri
$997K -$141K -317 -12%
BBNB
2382
Baker Boyer National Bank
Washington
$994K
HFS
2383
Heritage Financial Services
Massachusetts
$991K +$85K +191 +9%
QAM
2384
Q3 Asset Management
Michigan
$987K +$1.03M +2,309 New
AOWM
2385
Alpha Omega Wealth Management
Virginia
$987K +$3.56K +8 +0.3%
HPM
2386
Hudson Portfolio Management
New York
$985K -$115K -259 -10%
TLFA
2387
True Link Financial Advisors
California
$985K -$2.22K -5 -0.2%
UF
2388
Univest Financial
Pennsylvania
$984K +$4K +9 +0.4%
BAM
2389
Bosun Asset Management
Illinois
$983K -$23.1K -52 -2%
KCPG
2390
Kavar Capital Partners Group
Kansas
$982K -$54.3K -122 -5%
LA
2391
LexAurum Advisors
Kansas
$980K -$27.1K -61 -3%
AWM
2392
Altus Wealth Management
Kentucky
$978K -$13.3K -30 -1%
TNAM
2393
Terra Nova Asset Management
New York
$977K
TAM
2394
Townsend Asset Management
North Carolina
$974K +$6.23K +14 +0.6%
AWA
2395
Artemis Wealth Advisors
New York
$974K
FF
2396
Francis Financial
$973K +$207K +466 +26%
MTIC
2397
Missouri Trust & Investment Company
Missouri
$973K -$11.1K -25 -1%
WIM
2398
WealthPlan Investment Management
Nebraska
$972K +$5.78K +13 +0.6%
PL
2399
Parthenon LLC
Kentucky
$971K
ML
2400
Mayport LLC
Massachusetts
$970K

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.