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SPDR S&P 500 ETF Trust

3,284 hedge funds and large institutions have $247B invested in SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,256 increasing their positions, 1,418 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,284
Holders Change
+45
Holders Change %
+1.39%
% of All Funds
51.79%
Holding in Top 10
937
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.85%
% of All Funds
14.78%
New
185
Increased
1,256
Reduced
1,418
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
2526
Jessup Wealth Management
Ohio
$749K +$3.99K +9 +0.5%
DC
2527
Darrow Company
Massachusetts
$744K -$1.77K -4 -0.2%
PCA
2528
Providence Capital Advisors
North Carolina
$744K -$106K -240 -13%
SWM
2529
Seaside Wealth Management
California
$743K +$23.9K +54 +3%
FPWM
2530
FSB Premier Wealth Management
Iowa
$743K
SFG
2531
Steward Financial Group
Texas
$742K -$3.98K -9 -0.5%
SWM
2532
Sendero Wealth Management
Texas
$741K -$142K -321 -16%
SIAS
2533
Summit Investment Advisory Services
Minnesota
$740K +$443 +1 +0.1%
WWM
2534
Windsor Wealth Management
Indiana
$739K -$74K -167 -9%
III
2535
Independent Investors Inc
New York
$736K
OAM
2536
Occidental Asset Management
California
$736K -$1.71M -3,849 -70%
AWMS
2537
Advocacy Wealth Management Services
Georgia
$735K
FA
2538
Fountainhead AM
New Jersey
$735K -$98.4K -222 -12%
PPWM
2539
PFG Private Wealth Management
Florida
$734K +$12.4K +28 +2%
SFM
2540
Stack Financial Management
Montana
$733K -$275K -620 -27%
FC
2541
FCA Corp
Texas
$733K
WSWA
2542
Warren Street Wealth Advisors
California
$731K +$378K +853 +107%
LFA
2543
LifeGuide Financial Advisors
Pennsylvania
$727K
SIG
2544
Spinnaker Investment Group
California
$726K -$14.6K -33 -2%
HHGA
2545
Halbert Hargrove Global Advisors
California
$724K +$188K +423 +35%
KFI
2546
Key Financial Inc
Pennsylvania
$723K
FS
2547
Ferguson Shapiro
Georgia
$720K -$31.5K -71 -4%
DIS
2548
Diversified Investment Strategies
Louisiana
$718K
HCP
2549
Hexagon Capital Partners
Arkansas
$717K -$5.32K -12 -0.7%
FB
2550
First Bancorp
Maine
$715K -$67.4K -152 -9%