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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 %
SPWM
2626
Straight Path Wealth Management
Michigan
$625K +$173K +390 +38%
RWM
2627
Reston Wealth Management
Virginia
$623K +$2.22K +5 +0.4%
HTHT
2628
Hemenway Trust Hemenway Trust
New Hampshire
$621K +$53.2K +120 +9%
PWSG
2629
Pacific Wealth Strategies Group
California
$620K -$12.9K -29 -2%
PRWA
2630
Platte River Wealth Advisors
Colorado
$620K
BWL
2631
Beacon Wealthcare LLC
North Carolina
$620K
BAM
2632
Bellevue Asset Management
Washington
$619K +$13.3K +30 +2%
RIP
2633
RAM Investment Partners
Washington
$617K -$2.66K -6 -0.4%
RPGK
2634
Retirement Planning Group (Kansas)
Kansas
$614K -$21.7K -49 -3%
RDFA
2635
Ritter Daniher Financial Advisory
Ohio
$613K
JLBC
2636
J.L. Bainbridge & Co
Florida
$613K +$613K +1,383 New
HW
2637
Hedeker Wealth
Illinois
$613K -$157K -354 -20%
BBP
2638
Banco BTG Pactual
Brazil
$613K +$613K +1,382 New
LIA
2639
LS Investment Advisors
Michigan
$612K
SPW
2640
Surience Private Wealth
Washington
$611K -$9.55M -21,533 -94%
BWIA
2641
Bryant Woods Investment Advisors
New York
$606K
SDWIA
2642
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$606K -$9.31K -21 -2%
RSA
2643
River Street Advisors
Illinois
$604K +$443 +1 +0.1%
BCFS
2644
Butensky & Cohen Financial Security
Florida
$603K -$2.22K -5 -0.4%
HC
2645
Hourglass Capital
Texas
$601K -$25.3K -57 -4%
GB
2646
Goepper Burkhardt
South Carolina
$600K +$55.9K +126 +10%
CA
2647
CapWealth Advisors
Tennessee
$599K -$87.3K -197 -13%
RA
2648
Ruggaard & Associates
Ohio
$598K
OC
2649
Oarsman Capital
Wisconsin
$598K +$11.1K +25 +2%
RPSA
2650
Richard P. Slaughter Associates
Texas
$598K