SPY icon

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 %
WA
2626
WealthTrust Axiom
Pennsylvania
$641K +$18.8K +44 +3%
DAM
2627
Doheny Asset Management
California
$641K
ATIA
2628
American Trust Investment Advisors
New Hampshire
$640K
ACM
2629
Ategra Capital Management
Virginia
$638K -$5.99K -14 -0.9%
HS
2630
Horan Securities
United States
$636K +$28.6K +67 +5%
WWM
2631
Wolff Wiese Magana
California
$636K +$368K +860 +137%
EWA
2632
Encompass Wealth Advisors
Oregon
$634K -$32.1K -75 -5%
KFP
2633
KB Financial Partners
New Jersey
$633K
WA
2634
WESPAC Advisors
California
$632K +$1.71K +4 +0.3%
CIA
2635
Cladis Investment Advisory
Montana
$632K +$6.41K +15 +1%
FAM
2636
Fenimore Asset Management
New York
$631K
MAM
2637
MMA Asset Management
Pennsylvania
$631K +$95.3K +223 +18%
EI
2638
Ethic Inc
New York
$630K +$630K +1,473 New
RCG
2639
Regatta Capital Group
California
$630K +$53.4K +125 +9%
LIA
2640
LS Investment Advisors
Michigan
$628K +$38.5K +90 +7%
WFM
2641
Wolff Financial Management
Michigan
$628K -$856 -2 -0.1%
FS
2642
Ferguson Shapiro
Georgia
$628K -$66.7K -156 -10%
TIA
2643
Tiemann Investment Advisors
California
$627K +$17.1K +40 +3%
FWM
2644
Fortress Wealth Management
California
$626K +$1.71K +4 +0.3%
D
2645
Dentgroup
Louisiana
$626K +$10.3K +24 +2%
SFA
2646
Souders Financial Advisors
Ohio
$626K +$2.14K +5 +0.3%
AWM
2647
AllSquare Wealth Management
New York
$624K -$42.7K -100 -6%
TWA
2648
Trellis Wealth Advisors
California
$622K
GCIM
2649
Gunn & Company Investment Management
Florida
$621K +$621K +1,453 New
WC
2650
Whitney & Co
New York
$620K +$170K +397 +38%