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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 %
BAM
376
Belpointe Asset Management
Nevada
$53M -$16.5M -37,157 -24%
SNT
377
SIG North Trading
Pennsylvania
$52.2M +$829K +1,870 +2%
WPW
378
Waldron Private Wealth
Pennsylvania
$51.7M -$635K -1,428 -1%
AGA
379
Arkos Global Advisors
Texas
$51.6M -$1.39M -3,129 -3%
SSB
380
Sandy Spring Bank
Maryland
$51.4M -$869K -1,960 -2%
CIG
381
Consolidated Investment Group
Colorado
$51M
GM
382
Granger Management
New York
$50.7M -$106K -239 -0.2%
CRC
383
Curi RMB Capital
Illinois
$50.6M +$3.92M +8,854 +8%
GC
384
Guggenheim Capital
Illinois
$50.6M -$11.1M -24,989 -18%
KA
385
Kozak & Associates
Colorado
$50M -$446K -1,004 -0.9%
KCM
386
Kennicott Capital Management
California
$49.7M +$34.8M +235,854 +234%
JIC
387
Johnson Investment Counsel
Ohio
$49.5M +$442K +996 +0.9%
IWC
388
Integrated Wealth Concepts
Massachusetts
$49.4M +$631K +1,424 +1%
BB
389
Berkshire Bank
Massachusetts
$49.3M -$2.81M -6,346 -5%
SWPG
390
Strategic Wealth Partners Group
Illinois
$49.2M +$128K +289 +0.3%
CIS
391
Connors Investor Services
Pennsylvania
$48.9M -$1.2M -2,700 -2%
DCM
392
Dupont Capital Management
Delaware
$48.2M -$88.1M -198,771 -65%
GW
393
GW & Wade
Massachusetts
$48M -$104K -234 -0.2%
LWMM
394
Legacy Wealth Management (Mississippi)
Mississippi
$47.7M -$57.6K -130 -0.1%
BB
395
Busey Bank
Illinois
$47.6M +$47.9K +108 +0.1%
IWM
396
IHT Wealth Management
Illinois
$47.6M -$1.5M -3,382 -3%
BCP
397
Berkeley Capital Partners
Georgia
$47.4M -$510K -1,150 -1%
LSA
398
L & S Advisors
California
$47.1M +$34.6M +77,982 +275%
AP
399
Advisors Preferred
Maryland
$47.1M +$47M +105,819 +30,234%
SFA
400
Sequoia Financial Advisors
Ohio
$47M +$28.2M +63,595 +150%