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SPDR S&P 500 ETF Trust

3,301 hedge funds and large institutions have $229B invested in SPDR S&P 500 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,341 increasing their positions, 1,363 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,301
Holders Change
+17
Holders Change %
+0.52%
% of All Funds
52.63%
Holding in Top 10
930
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-0.75%
% of All Funds
14.83%
New
171
Increased
1,341
Reduced
1,363
Closed
117
Calls
$238B
Puts
$413B
Net Calls
-$175B
Net Calls Change
+$75.4B
Name Holding Trade Value Shares
Change
Shares
Change %
FPGT
2526
Financial Partners Group (Tennessee)
Tennessee
$770K +$2.99K +7 +0.4%
VRM
2527
Vectors Research Management
New York
$767K -$267K -625 -26%
RTL
2528
Red Tortoise LLC
Georgia
$767K -$140K -328 -15%
CWP
2529
Concord Wealth Partners
Virginia
$766K +$23.1K +54 +3%
WSWA
2530
Warren Street Wealth Advisors
California
$763K +$59K +138 +8%
GSWM
2531
Greenup Street Wealth Management
Michigan
$763K -$270K -632 -26%
AFC
2532
AFT Forsyth & Company
Florida
$761K -$35.5K -83 -4%
IPGDR
2533
Investidor Profissional Gestao de Recursos
Brazil
$758K +$473K +1,107 +166%
WQ
2534
Wealth Quarterback
New Jersey
$757K -$43.2K -101 -5%
SWK
2535
Stephen W. Kidder
$757K -$4.28K -10 -0.6%
SFS
2536
Strategic Financial Services
New York
$755K -$10.7K -25 -1%
IAMOG
2537
Investors Asset Management of Georgia
Georgia
$753K +$11.5K +27 +2%
III
2538
Independent Investors Inc
New York
$750K +$40.2K +94 +6%
RFG
2539
RFP Financial Group
Georgia
$748K +$428 +1 +0.1%
LOPW
2540
Live Oak Private Wealth
North Carolina
$746K -$98.7K -231 -12%
RWM
2541
Rockwood Wealth Management
Pennsylvania
$745K -$63.7K -149 -8%
IPW
2542
Intergy Private Wealth
Colorado
$745K -$2.99K -7 -0.4%
SAM
2543
Secure Asset Management
Michigan
$745K +$111K +259 +17%
BFIC
2544
Bedell Frazier Investment Counselling
California
$744K +$283K +662 +61%
RWM
2545
Ruedi Wealth Management
Illinois
$744K -$2.14K -5 -0.3%
GAA
2546
Global Assets Advisory
Florida
$744K -$593K -1,387 -44%
BAM
2547
Bellevue Asset Management
Washington
$741K +$145K +338 +24%
JDR
2548
Jay D. Rosenbaum
$741K +$89.8K +210 +14%
PCM
2549
Passive Capital Management
Maryland
$737K
LBA
2550
Letko, Brosseau & Associates
Quebec, Canada
$735K