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SPDR Portfolio S&P 500 ETF

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
701
VisionPoint Advisory Group
Texas
$38.5K +$38.5K +739 New
CWP
702
Concord Wealth Partners
Virginia
$38.2K -$119K -2,289 -76%
CSC
703
Caldwell Sutter Capital
California
$37.6K +$35.7K +686 +1,906%
DAC
704
Dividend Assets Capital
South Carolina
$37K
SIS
705
Sound Income Strategies
Florida
$36.7K
OP
706
ORG Partners
Indiana
$32.9K +$32.9K +634 New
IGWM
707
ICA Group Wealth Management
Colorado
$32.7K +$27.4K +525 +510%
WWM
708
Wolff Wiese Magana
California
$29.3K
AIM
709
Anchor Investment Management
South Carolina
$26.1K
FHA
710
First Horizon Advisors
Tennessee
$26.1K +$26.1K +500 New
EWM
711
Evermay Wealth Management
Virginia
$25K
AAP
712
Arax Advisory Partners
Colorado
$22.9K -$3.75K -72 -14%
CWC
713
Carolinas Wealth Consulting
North Carolina
$22.1K -$14.2K -273 -39%
AA
714
Ancora Advisors
Ohio
$21.1K
Qube Research & Technologies (QRT)
715
Qube Research & Technologies (QRT)
United Kingdom
$20.7K -$407K -5,288 -95%
Amundi
716
Amundi
France
$20.7K
TFA
717
Toth Financial Advisory
Virginia
$20.5K
LS
718
Liquid Strategies
Georgia
$20.3K +$20.3K +389 New
HB
719
Horizon Bancorp
Indiana
$18K +$18K +340 New
WIM
720
WealthPlan Investment Management
Nebraska
$17.9K +$17.9K +343 New
SC
721
SouthState Corp
Florida
$15.3K
SCA
722
Stonebridge Capital Advisors
Minnesota
$14.6K +$52 +1 +0.4%
TC
723
Truvestments Capital
Florida
$13.9K
TAM
724
Tucker Asset Management
Colorado
$13.9K -$2.87K -55 -17%
BWP
725
Baldwin Wealth Partners
Massachusetts
$13.8K