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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.

Holders
3,284
Holders Change
+45
Holders Change %
+1.39%
% of All Funds
51.8%
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 %
KWA
3126
Kellett Wealth Advisors
Ohio
$224K +$886 +2 +0.4%
WMS
3127
Wealth Management Solutions
Pennsylvania
$222K -$69.2K -156 -24%
NPA
3128
Nichols & Pratt Advisers
Massachusetts
$222K -$51K -115 -19%
BFS
3129
Bard Financial Services
Connecticut
$222K
HA
3130
Harfst & Associates
Wyoming
$222K
BAG
3131
Briggs Advisory Group
Rhode Island
$222K
SC
3132
Shay Capital
New York
$222K +$222K +500 New
BHWM
3133
Bay Harbor Wealth Management
Maryland
$221K -$8.86K -20 -4%
HIM
3134
Harbour Investment Management
Washington
$220K -$48.9K -110 -18%
FTDI
3135
First Trust Direct Indexing
Massachusetts
$220K +$444 +1 +0.2%
CIAS
3136
CBIZ Investment Advisory Services
Ohio
$219K
CG
3137
Clifford Group
Massachusetts
$217K +$217K +490 New
V
3138
ViaWealth
Kansas
$217K
TPWM
3139
Twelve Points Wealth Management
Massachusetts
$217K -$67.4K -152 -24%
CIS
3140
Continental Investors Services
Washington
$216K +$216K +480 New
SCA
3141
Stillwater Capital Advisors
Pennsylvania
$216K +$216K +487 New
WWG
3142
West Wealth Group
California
$215K +$215K +484 New
NWA
3143
New World Advisors
Massachusetts
$214K +$214K +483 New
SFP
3144
Strategic Financial Partners
Oregon
$213K +$213K +481 New
CNB
3145
Camden National Bank
Maine
$213K +$213K +480 New
BC
3146
Blackhill Capital
New Jersey
$212K
WAG
3147
Windsor Advisory Group
Ohio
$212K -$35.9K -81 -14%
ERIM
3148
Eagle Ridge Investment Management
Connecticut
$211K -$53.2K -120 -20%
TI
3149
tru Independence
Oregon
$211K +$211K +477 New
PIAS
3150
PCA Investment Advisory Services
Ohio
$211K -$44.4K -100 -17%