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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 %
FNBOSM
2551
First National Bank of South Miami
Florida
$712K +$74.9K +169 +12%
WWM
2552
Wiser Wealth Management
Georgia
$712K -$69.2K -156 -9%
WPWM
2553
Western Pacific Wealth Management
Illinois
$709K -$111K -250 -14%
PFG
2554
PAX Financial Group
Texas
$708K +$42.6K +96 +6%
FG
2555
Foster Group
Iowa
$707K -$443 -1 -0.1%
AHB
2556
Abner Herrman & Brock
New Jersey
$706K +$7.53K +17 +1%
BPFA
2557
Barnes Pettey Financial Advisors
Mississippi
$706K -$11.5K -26 -2%
HWP
2558
Heritage Wealth Partners
Ohio
$704K +$704K +1,589 New
EFG
2559
Everhart Financial Group
Ohio
$704K +$244K +837 +53%
IP
2560
Investment Partners
Ohio
$701K +$443 +1 +0.1%
SWM
2561
Shakespeare Wealth Management
Wisconsin
$699K +$119K +268 +20%
AssetMark Inc
2562
AssetMark Inc
California
$698K +$55.9K +126 +9%
GWM
2563
Graybill Wealth Management
Illinois
$698K +$698K +1,575 New
IP
2564
Isthmus Partners
Wisconsin
$698K
PFC
2565
Phocas Financial Corp
California
$696K -$23.9K -54 -3%
CRI
2566
Commonwealth Retirement Investments
Virginia
$695K
AWMNH
2567
Arcadia Wealth Management (New Hampshire)
New Hampshire
$694K +$43K +97 +7%
EBWM
2568
Eagle Bluffs Wealth Management
Missouri
$691K
EWA
2569
Encompass Wealth Advisors
Oregon
$691K
BWM
2570
Birchcreek Wealth Management
Ohio
$691K +$73.2K +165 +12%
SW
2571
SkyOak Wealth
Michigan
$689K +$21.3K +48 +3%
FCT
2572
Family Capital Trust
Massachusetts
$688K
WTFG
2573
Wells Trecaso Financial Group
Ohio
$686K -$44.3K -100 -6%
PA
2574
Probity Advisors
Texas
$686K +$686K +1,547 New
NAMM
2575
NorthStar Asset Management (Massachusetts)
Massachusetts
$684K -$324K -730 -32%