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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 %
HKIMG
2751
Hutchens & Kramer Investment Management Group
Indiana
$515K -$7.69K -18 -1%
TWM
2752
TriaGen Wealth Management
California
$514K
JPWM
2753
Jamison Private Wealth Management
Georgia
$513K +$513K +1,201 New
GCM
2754
Gallacher Capital Management
Colorado
$513K +$42.8K +100 +9%
EF
2755
Exeter Financial
Arizona
$513K -$261K -611 -34%
CIG
2756
Cascade Investment Group
Colorado
$513K -$12.8K -30 -2%
EIM
2757
Essex Investment Management
Massachusetts
$513K -$136K -317 -21%
IFS
2758
Intelligent Financial Strategies
Minnesota
$512K
GIA
2759
GHP Investment Advisors
Colorado
$512K -$22.4K -52 -4%
KAM
2760
KEB Asset Management
Illinois
$512K
HCM
2761
Hall Capital Management
Rhode Island
$510K
DWM
2762
Darwin Wealth Management
Florida
$509K +$46.6K +109 +10%
LWM
2763
Laidlaw Wealth Management
New York
$507K -$3.7M -8,665 -88%
SL
2764
SWMG LLC
Texas
$507K
DOA
2765
D'Orazio & Associates
Virginia
$505K +$427 +1 +0.1%
ACM
2766
Altrius Capital Management
North Carolina
$505K
HBWM
2767
Hollow Brook Wealth Management
New York
$504K
CWP
2768
Core Wealth Partners
California
$504K +$133K +311 +36%
BFA
2769
Buttonwood Financial Advisors
Maryland
$503K +$2.14K +5 +0.4%
AIA
2770
Alternative Investment Advisors
Florida
$503K +$503K +1,175 New
CA
2771
CapWealth Advisors
Tennessee
$502K -$75.7K -177 -13%
AA
2772
AJ Advisors
Tennessee
$501K -$1.71K -4 -0.3%
IC
2773
Innealta Capital
Texas
$500K +$4.28K +10 +0.9%
SFMG
2774
Sage Financial Management Group
Virginia
$498K
OCPWS
2775
One Charles Private Wealth Services
Massachusetts
$496K +$855 +2 +0.2%