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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 %
PLU
276
Performa Ltd (US)
South Carolina
$85.9M -$7.65M -17,905 -8%
IAM
277
Iridian Asset Management
Connecticut
$85.5M -$171M -400,000 -67%
CAG
278
Csenge Advisory Group
Florida
$85.4M +$2.25M +5,261 +3%
SI
279
Stephens Inc
Arkansas
$85.2M +$4.47M +10,465 +6%
EH
280
Equitable Holdings
New York
$83.7M +$3.58M +8,385 +4%
BPA
281
Beacon Pointe Advisors
California
$82.7M +$42.5M +99,429 +106%
CFB
282
Cullen/Frost Bankers
Texas
$82.1M -$1.45M -3,392 -2%
HPC
283
Hobart Private Capital
North Carolina
$81.7M +$8.85M +20,706 +12%
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$80.7M +$80.7M +188,837 New
DT
285
Diversified Trust
Tennessee
$79.7M +$53.4K +125 +0.1%
LC
286
Lavaca Capital
Texas
$78.7M -$15.7M -36,615 -17%
Verition Fund Management
287
Verition Fund Management
Connecticut
$78.7M +$7.35M +17,200 +10%
MAM
288
Madison Asset Management
Wisconsin
$78.5M -$2.14M -5,002 -3%
EB
289
Eastern Bank
Massachusetts
$78.5M -$934K -2,185 -1%
CFG
290
Citizens Financial Group
Rhode Island
$77.7M +$478K +1,119 +0.6%
DCM
291
Dimension Capital Management
Florida
$77.6M -$1.02M -2,388 -1%
FWM
292
FFT Wealth Management
Pennsylvania
$77.2M -$5.13K -12 -0%
MA
293
Montag & Associates
Georgia
$77.1M -$352K -820 -0.5%
TH
294
Team Hewins
California
$77M +$75.3M +175,409 +4,259%
SS
295
Simplicity Solutions
Minnesota
$76.9M -$1.55M -3,622 -2%
SPIA
296
Steward Partners Investment Advisory
New York
$76.6M -$1.68M -3,929 -2%
TA
297
Tiedemann Advisors
New York
$76.6M +$32.4M +75,464 +73%
MW
298
MBL Wealth
North Carolina
$76.2M +$1.68M +3,930 +2%
SP
299
Stairway Partners
Illinois
$76.2M -$11.8M -27,606 -13%
NFC
300
Northeast Financial Consultants
Connecticut
$75.6M +$97.5K +228 +0.1%