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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 %
FSCM
2901
Front Street Capital Management
Montana
$391K -$398K -931 -50%
JJBC
2902
James J. Burns & Company
New York
$391K +$6.42K +15 +2%
WA
2903
Waterford Advisors
New York
$391K
LAM
2904
Lakewood Asset Management
Illinois
$390K
CST
2905
Charles Schwab Trust
Nevada
$390K +$154K +360 +65%
NEPPG
2906
New England Professional Planning Group
Rhode Island
$390K -$65.4K -153 -14%
BIM
2907
Bridges Investment Management
Nebraska
$389K -$17.1K -40 -4%
TDWM
2908
Topel & Distasi Wealth Management
California
$389K +$855 +2 +0.2%
SW
2909
Solidarity Wealth
Utah
$387K +$44.6K +104 +13%
FWS
2910
FinDec Wealth Services
California
$387K +$66.3K +155 +21%
SCM
2911
Stonehearth Capital Management
Massachusetts
$387K
DI
2912
Diligent Investors
California
$385K -$15.4K -36 -4%
KWA
2913
KCS Wealth Advisory
California
$385K -$8.98K -21 -2%
AL
2914
ADE LLC
Maryland
$384K
Invesco
2915
Invesco
Georgia
$383K -$1.78M -4,165 -82%
SRC
2916
Shufro Rose & Co
New York
$383K
MSWM
2917
McGlone Suttner Wealth Management
Wisconsin
$380K +$428 +1 +0.1%
LI
2918
LVZ Inc
Michigan
$379K -$15K -35 -4%
VT
2919
Vise Technologies
New York
$378K +$9.83K +23 +3%
BBW
2920
Blue Barn Wealth
Utah
$376K +$428 +1 +0.1%
AG
2921
Advocate Group
Minnesota
$376K
BA
2922
Bellwether Advisors
Nebraska
$375K -$65.9K -154 -15%
ACM
2923
Academy Capital Management
Texas
$375K
BWP
2924
Bernardo Wealth Planning
Pennsylvania
$374K +$66.7K +156 +22%
AR
2925
Apeiron RIA
Texas
$374K -$4.27K -10 -1%