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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 %
CBC
2851
Coombe, Bender & Co
New York
$415K +$1.33K +3 +0.3%
TFO
2852
Tarbox Family Office
California
$413K
LC
2853
Landaas & Company
Wisconsin
$413K
FC
2854
Fulcrum Capital
Washington
$412K
UCB
2855
United Community Bank
South Carolina
$412K
RFM
2856
Royal Fund Management
Florida
$412K -$15.1K -34 -4%
NC
2857
NovaPoint Capital
Georgia
$410K +$2.66K +6 +0.7%
TPW
2858
Transatlantique Private Wealth
New York
$409K
LI
2859
LVZ Inc
Michigan
$409K -$50.1K -113 -11%
KWA
2860
KCS Wealth Advisory
California
$408K
GWWM
2861
Great Waters Wealth Management
Minnesota
$408K -$93.1K -210 -19%
EBA
2862
Eagle Bay Advisors
New York
$407K +$362K +817 +801%
WA
2863
Waterford Advisors
New York
$405K -$104K -234 -20%
LAM
2864
Lakewood Asset Management
Illinois
$405K -$2.66K -6 -0.7%
TDWM
2865
Topel & Distasi Wealth Management
California
$402K -$2.66K -6 -0.7%
SCM
2866
Stonehearth Capital Management
Massachusetts
$401K
MAC
2867
Mason & Associates (California)
California
$400K
VCM
2868
Versant Capital Management
Arizona
$399K -$554K -1,250 -58%
AL
2869
ADE LLC
Maryland
$398K
JJBC
2870
James J. Burns & Company
New York
$398K -$27K -61 -6%
SRC
2871
Shufro Rose & Co
New York
$398K -$124K -279 -24%
RP
2872
Rowlandmiller & Partners
Georgia
$397K
GJIA
2873
Glass Jacobson Investment Advisors
Maryland
$397K +$397K +895 New
NWMG
2874
National Wealth Management Group
Ohio
$395K -$1.09M -2,446 -73%
MSWM
2875
McGlone Suttner Wealth Management
Wisconsin
$393K -$44.3K -100 -10%