SPY icon

SPDR S&P 500 ETF Trust

3,284 hedge funds and large institutions have $247B invested in SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,256 increasing their positions, 1,418 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,284
Holders Change
+45
Holders Change %
+1.39%
% of All Funds
51.79%
Holding in Top 10
937
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.85%
% of All Funds
14.78%
New
185
Increased
1,256
Reduced
1,418
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B
Name Holding Trade Value Shares
Change
Shares
Change %
Capital Research Global Investors
2826
Capital Research Global Investors
California
$433K +$50.4K +115 +13%
MAG
2827
MRA Advisory Group
New Jersey
$430K +$97.1K +219 +29%
EFG
2828
Ethos Financial Group
Pennsylvania
$429K
RWM
2829
Rezny Wealth Management
Florida
$428K +$105K +237 +33%
SIA
2830
Stegner Investment Associates
Kentucky
$427K +$443 +1 +0.1%
BFA
2831
Bluestem Financial Advisors
Illinois
$426K
CAM
2832
Concorde Asset Management
Michigan
$425K +$5.77K +13 +1%
FA
2833
FC Advisory
Pennsylvania
$425K +$19.5K +44 +5%
VIP
2834
Vantage Investment Partners
Missouri
$422K -$2.32M -5,230 -85%
S
2835
SimplyRich
California
$422K
KFSC
2836
Keystone Financial Services (Colorado)
Colorado
$422K
SMH
2837
Sanders Morris Harris
Texas
$422K +$108K +244 +35%
BIM
2838
Bridges Investment Management
Nebraska
$422K -$2.22K -5 -0.5%
PCI
2839
Planning Center Inc
Illinois
$420K +$102K +231 +32%
HFG
2840
Heron Financial Group
New York
$419K +$2.22K +5 +0.5%
FPCG
2841
Forum Private Client Group
Indiana
$419K
GSEP
2842
Golden State Equity Partners
California
$418K +$418K +944 New
DCM
2843
DGS Capital Management
New Jersey
$418K +$46.6K +105 +13%
SSW
2844
Stone Summit Wealth
Florida
$418K +$35.5K +80 +9%
CM
2845
Cornerstone Management
Georgia
$417K
ACM
2846
Avalon Capital Management
California
$416K +$416K +940 New
CRI
2847
Colonial River Investments
Virginia
$416K +$62.9K +142 +18%
TWP
2848
Total Wealth Planning
Ohio
$416K -$435K -980 -51%
DI
2849
Diligent Investors
California
$415K -$315K -711 -43%
HWA
2850
HHM Wealth Advisors
Tennessee
$415K +$39.9K +90 +11%