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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 %
IWP
2776
Insight Wealth Partners
Texas
$495K +$1.71K +4 +0.3%
WTB
2777
Washington Trust Bank
Washington
$495K -$7.7K -18 -2%
WCWM
2778
Willow Creek Wealth Management
California
$494K -$4.71K -11 -0.9%
AIA
2779
Arbor Investment Advisors
North Carolina
$490K +$40.6K +95 +9%
LSC
2780
Logan Stone Capital
Illinois
$489K +$489K +1,145 New
CC
2781
Constitution Capital
Connecticut
$486K +$855 +2 +0.2%
JIM
2782
JCP Investment Management
Texas
$486K
IWA
2783
IVC Wealth Advisors
Pennsylvania
$484K
IAG
2784
Investment Advisory Group
Massachusetts
$484K +$428 +1 +0.1%
KIM
2785
Karpus Investment Management
New York
$483K
SFG
2786
Socha Financial Group
New York
$481K -$17.5K -41 -4%
CWM
2787
Certus Wealth Management
California
$480K +$169K +396 +54%
LAIC
2788
Lederer & Associates Investment Counsel
California
$479K
I
2789
IMPACTfolio
Colorado
$479K
KA
2790
Kerrisdale Advisers
Florida
$479K +$479K +1,120 New
GFWA
2791
Grey Fox Wealth Advisors
Delaware
$478K -$1.72K -4 -0.4%
HP
2792
Hilltop Partners
Indiana
$477K -$2.56K -6 -0.5%
GGS
2793
Galvin Gaustad & Stein
Arizona
$477K -$6.41K -15 -1%
SIA
2794
Sage Investment Advisers
New York
$476K
WWP
2795
Waypoint Wealth Partners
California
$476K -$20.5K -48 -4%
AMM
2796
American Money Management
California
$476K +$3.85K +9 +0.8%
NPF
2797
Norris Perne & French
Michigan
$475K -$64.1K -150 -12%
TC
2798
Trust Company
Kansas
$474K -$34.2K -80 -7%
CFGF
2799
Compass Financial Group (Florida)
Florida
$472K -$36M -84,290 -99%
HSWM
2800
Hubbell Strickland Wealth Management
Louisiana
$472K +$855 +2 +0.2%