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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 %
HFP
2701
Holistic Financial Partners
Indiana
$564K +$22.7K +53 +4%
GA
2702
GoalVest Advisory
New York
$563K +$21.8K +51 +4%
LWM
2703
Liberty Wealth Management
California
$563K +$88.4K +207 +19%
PFA
2704
Pathway Financial Advisers
Indiana
$563K +$563K +1,320 New
MAG
2705
MRA Advisory Group
New Jersey
$562K +$147K +345 +36%
IPW
2706
IronBridge Private Wealth
Texas
$562K -$3.38M -7,896 -86%
DSAM
2707
Dock Street Asset Management
Florida
$562K -$3.97M -9,296 -88%
ACM
2708
Ardent Capital Management
Ohio
$560K
HWM
2709
HighMark Wealth Management
Minnesota
$558K -$11.5K -27 -2%
FPIS
2710
Financial Planning & Information Services
Wisconsin
$557K
WMA
2711
West Michigan Advisors
Michigan
$556K +$855 +2 +0.2%
PWSG
2712
Pacific Wealth Strategies Group
California
$555K -$42.3K -99 -7%
CAM
2713
Costello Asset Management
Pennsylvania
$554K +$99.6K +233 +22%
IIC
2714
Integrated Investment Consultants
Michigan
$553K -$11.1K -26 -2%
AA
2715
Addison Advisors
Vermont
$553K
GCA
2716
Gradient Capital Advisors
California
$551K
CMBA
2717
C.M. Bidwell & Associates
Hawaii
$549K -$9.4K -22 -2%
FWM
2718
FSA Wealth Management
Massachusetts
$549K +$178K +417 +48%
QWM
2719
Quaker Wealth Management
New Jersey
$548K +$12.4K +29 +2%
OWM
2720
Opes Wealth Management
California
$547K
RS
2721
Retirement Solution
Washington
$546K +$23.9K +56 +5%
UAM
2722
Unison Asset Management
Florida
$544K
RPGK
2723
Retirement Planning Group (Kansas)
Kansas
$543K -$48.8K -114 -8%
MCM
2724
Monarch Capital Management
Indiana
$543K +$72.9K +170 +15%
AWG
2725
Altus Wealth Group
Colorado
$542K