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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 %
AFC
3201
Adaptive Financial Consulting
Ohio
$203K
SC
3202
Schulhoff & Co
Ohio
$203K
DAC
3203
Dividend Assets Capital
South Carolina
$203K +$79.5K +186 +64%
CNB
3204
Camden National Bank
Maine
$202K -$2.99K -7 -1%
CMP
3205
Coston McIsaac & Partners
Maine
$202K +$86.1K +202 +74%
GWSA
3206
Global Wealth Strategies & Associates
Colorado
$200K +$29.5K +69 +17%
BOC
3207
Bull Oak Capital
California
$200K +$200K +468 New
MWM
3208
Mascoma Wealth Management
New Hampshire
$195K +$5.99K +14 +3%
DWA
3209
Dougherty Wealth Advisers
Minnesota
$185K +$25.6K +60 +16%
CMA
3210
Cedar Mountain Advisors
Oregon
$178K +$427 +1 +0.2%
BCM
3211
Blume Capital Management
California
$177K -$17.1K -40 -9%
KHC
3212
Koesten Hirschmann & Crabtree
Kansas
$168K +$2.14K +5 +1%
ICM
3213
Intrepid Capital Management
Florida
$167K
TJHA
3214
Thomas J. Herzfeld Advisors
Florida
$167K
CWM
3215
CarsonAllaria Wealth Management
Illinois
$159K -$4.71K -11 -3%
CHA
3216
Carmichael Hill & Associates
Maryland
$157K -$188K -440 -54%
GG
3217
Gleason Group
Kentucky
$157K +$854 +2 +0.5%
ECM
3218
Elgethun Capital Management
South Dakota
$154K +$7.28K +17 +5%
FCG
3219
Financial Connections Group
California
$150K
PP
3220
PFS Partners
New Jersey
$145K
CIR
3221
Clear Investment Research
Georgia
$144K +$37.2K +87 +35%
ADIM
3222
Alpha DNA Investment Management
Maryland
$141K -$42.7K -100 -23%
IWP
3223
IAG Wealth Partners
Wisconsin
$140K
WAM
3224
WFA Asset Management
Wisconsin
$138K +$854 +2 +0.6%
JWM
3225
Janiczek Wealth Management
Colorado
$137K