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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 %
MAM
2676
Morse Asset Management
Connecticut
$590K +$27.8K +65 +5%
RA
2677
Ruggaard & Associates
Ohio
$588K +$10.7K +25 +2%
EL
2678
EWA LLC
Pennsylvania
$586K +$2.64K +6 +0.5%
EL
2679
Essex LLC
Illinois
$586K +$586K +1,370 New
SFG
2680
Steward Financial Group
Texas
$584K -$132K -309 -18%
FWM
2681
Finer Wealth Management
Massachusetts
$583K -$20.9K -49 -3%
HWMG
2682
Hurlow Wealth Management Group
Indiana
$581K -$42.8K -100 -7%
RSA
2683
River Street Advisors
Illinois
$579K -$2.99K -7 -0.5%
SIA
2684
Schear Investment Advisers
Ohio
$577K -$59.9K -140 -9%
TPA
2685
Trivium Point Advisory
Connecticut
$577K +$34.1K +81 +6%
RPSA
2686
Richard P. Slaughter Associates
Texas
$577K
WWM
2687
Wiser Wealth Management
Georgia
$576K -$110K -258 -16%
RDFA
2688
Ritter Daniher Financial Advisory
Ohio
$575K -$15.8K -37 -3%
TCMP
2689
Thrive Capital Management (Pennsylvania)
Pennsylvania
$575K -$30.4K -71 -5%
HG
2690
Harbor Group
New Hampshire
$575K +$25.2K +59 +5%
RCM
2691
Rain Capital Management
Oregon
$574K +$2.14K +5 +0.4%
SDWIA
2692
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$574K -$10.7K -25 -2%
IP
2693
Investment Partners
Ohio
$572K -$103K -242 -15%
NCM
2694
Narwhal Capital Management
Georgia
$572K +$91.5K +214 +19%
HC
2695
Hourglass Capital
Texas
$571K -$8.55K -20 -1%
3AM
2696
3EDGE Asset Management
Florida
$567K
BCFS
2697
Butensky & Cohen Financial Security
Florida
$566K -$15K -35 -3%
ECM
2698
EagleClaw Capital Management
Massachusetts
$566K
KL
2699
KWMG LLC
Kansas
$565K +$22.2K +52 +4%
PWG
2700
Portside Wealth Group
Utah
$565K +$8.98K +21 +2%