SPY icon

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 %
C
2826
CEDRUS
Colorado
$448K +$25.2K +59 +6%
SNB
2827
Security National Bank
Nebraska
$447K
OCM
2828
Orleans Capital Management
Louisiana
$446K
GSEP
2829
Golden State Equity Partners
California
$445K +$41.5K +97 +10%
WP
2830
Wealthspan Partners
Iowa
$444K
QHA
2831
Quarry Hill Advisors
Minnesota
$444K
EWM
2832
Elmwood Wealth Management
California
$442K
RPG
2833
Resource Planning Group
Georgia
$442K -$133K -310 -23%
2L
2834
25 LLC
Missouri
$441K +$427 +1 +0.1%
AFM
2835
Abbot Financial Management
Massachusetts
$440K +$17.1K +40 +4%
SAM
2836
Steinberg Asset Management
New York
$439K +$439K +1,028 New
EPWM
2837
Essex Private Wealth Management
Massachusetts
$439K
OCG
2838
Opus Capital Group
Ohio
$439K -$4.28K -10 -1%
EIA
2839
Eastover Investment Advisors
North Carolina
$438K
WFA
2840
WestHill Financial Advisors
California
$437K +$174K +407 +66%
TCM
2841
TD Capital Management
Tennessee
$435K +$15.8K +37 +4%
Harris Associates
2842
Harris Associates
Illinois
$434K
CPCM
2843
Cardinal Point Capital Management
Ontario, Canada
$434K +$434K +1,012 New
HP
2844
HT Partners
Connecticut
$433K -$16.2K -38 -4%
BWM
2845
BCGM Wealth Management
Indiana
$433K
AIM
2846
Athena Investment Management
California
$430K
HIP
2847
Harrell Investment Partners
Texas
$428K
PP
2848
Paloma Partners
Connecticut
$427K -$3.67M -8,587 -90%
PCM
2849
Palisade Capital Management
New Jersey
$427K
TH
2850
TCTC Holdings
Texas
$427K +$1.28K +3 +0.3%