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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 %
SA
2901
Stewardship Advisors
Pennsylvania
$376K +$98.9K +223 +36%
LTI
2902
Laffer Tengler Investments
Tennessee
$375K -$140K -315 -27%
FLA
2903
Financial Life Advisors
Texas
$375K -$50.1K -113 -12%
RLWM
2904
RF&L Wealth Management
Massachusetts
$373K
AFWM
2905
AMJ Financial Wealth Management
Virginia
$373K +$8.42K +19 +2%
LFGO
2906
Legacy Financial Group (Oklahoma)
Oklahoma
$372K -$3.99K -9 -1%
MWM
2907
McNaughton Wealth Management
California
$371K -$3.55K -8 -0.9%
SWA
2908
ShankerValleau Wealth Advisors
Illinois
$371K +$129K +290 +53%
ECA
2909
Elevated Capital Advisors
Utah
$368K +$125K +283 +52%
SW
2910
Solidarity Wealth
Utah
$368K -$3.63M -7,891 -91%
GCM
2911
Gibraltar Capital Management
Oklahoma
$366K
RWG
2912
Regal Wealth Group
California
$366K -$55.3K -126 -13%
WAM
2913
Walker Asset Management
Missouri
$366K +$56.3K +127 +18%
KIC
2914
Kensington Investment Counsel
California
$365K -$39.4K -89 -10%
BCM
2915
Bluefin Capital Management
New York
$364K +$364K +821 New
MHIC
2916
Marble Harbor Investment Counsel
Massachusetts
$364K
RFWA
2917
RPg Family Wealth Advisory
Massachusetts
$363K +$29.8K +67 +9%
CCM
2918
Check Capital Management
California
$362K
BWG
2919
Beta Wealth Group
California
$362K -$1.33K -3 -0.4%
CGFA
2920
Colton Groome Financial Advisors
North Carolina
$361K
TFP
2921
Triune Financial Partners
Kansas
$360K +$1.33K +3 +0.4%
PSB
2922
Piscataqua Savings Bank
New Hampshire
$359K -$17.7K -40 -5%
CHA
2923
Carmichael Hill & Associates
Maryland
$358K +$295K +666 +469%
AIC
2924
Archer Investment Corporation
Indiana
$358K +$23.5K +53 +7%
HAC
2925
Harbor Advisory Corp
New Hampshire
$357K +$357K +806 New