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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 %
WA
2601
WESPAC Advisors
California
$653K +$2.22K +5 +0.3%
WFM
2602
Wolff Financial Management
Michigan
$652K +$444 +1 +0.1%
AWM
2603
Aberdeen Wealth Management
Illinois
$652K +$652K +1,470 New
CIA
2604
Cladis Investment Advisory
Montana
$649K -$88.7K -200 -12%
FWM
2605
Fortress Wealth Management
California
$648K +$2.22K +5 +0.3%
SFA
2606
Souders Financial Advisors
Ohio
$647K -$2M -4,513 -76%
HWMG
2607
Hurlow Wealth Management Group
Indiana
$647K +$427K +963 +194%
WA
2608
WealthTrust Axiom
Pennsylvania
$646K +$444 +1 +0.1%
XSC
2609
X-Square Capital
Puerto Rico
$645K +$22.6K +51 +4%
TWA
2610
Trellis Wealth Advisors
California
$645K
MCM
2611
McDonough Capital Management
Florida
$642K -$7.09K -16 -1%
SHA
2612
Seneca House Advisors
Virginia
$639K
WFA
2613
Wade Financial Advisory
California
$639K
D
2614
Dentgroup
Louisiana
$639K +$3.55K +8 +0.6%
FFG
2615
Frisch Financial Group
New York
$638K +$30.1K +68 +5%
BMD
2616
Better Money Decisions
New Mexico
$636K +$64.3K +145 +11%
CL
2617
CIM LLC
New York
$635K +$200K +452 +46%
NOI
2618
Newton One Investments
Delaware
$634K +$2.22K +5 +0.4%
PCM
2619
Pennsylvania Capital Management
Pennsylvania
$633K +$3.1K +7 +0.5%
TIA
2620
Tiemann Investment Advisors
California
$633K +$84.2K +190 +15%
HS
2621
Horan Securities
United States
$630K +$1.77K +4 +0.3%
TCMP
2622
Thrive Capital Management (Pennsylvania)
Pennsylvania
$628K +$47.9K +108 +8%
TA
2623
TFG Advisers
Michigan
$626K +$7.09K +16 +1%
FWM
2624
Finer Wealth Management
Massachusetts
$626K -$8.42K -19 -1%
MWM
2625
Mattern Wealth Management
Kansas
$625K +$6.21K +14 +1%