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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 %
JIC
401
Johnson Investment Counsel
Ohio
$47.4M -$258K -603 -0.5%
TAM
402
Tucker Asset Management
Colorado
$47.4M +$6.1M +14,259 +15%
WW
403
Westshore Wealth
California
$46.8M +$5.37M +12,561 +13%
BB
404
Berkshire Bank
Massachusetts
$46.7M -$866K -2,026 -2%
AGA
405
Arkos Global Advisors
Texas
$46.3M -$3.47M -8,127 -7%
GW
406
GW & Wade
Massachusetts
$45.8M -$485K -1,134 -1%
OAC
407
OMERS Administration Corp
Ontario, Canada
$45.8M +$1.71M +4,000 +4%
BB
408
Busey Bank
Illinois
$45.7M -$211K -493 -0.5%
HWA
409
Heritage Wealth Advisors
Virginia
$45.4M -$6.15M -14,381 -12%
LWMM
410
Legacy Wealth Management (Mississippi)
Mississippi
$45.4M -$579K -1,355 -1%
YCM
411
Yousif Capital Management
Michigan
$45.3M +$13.3M +31,051 +41%
SEM
412
Strategic Equity Management
Arizona
$45.2M +$14.7M +34,502 +48%
CIS
413
Connors Investor Services
Pennsylvania
$45.2M -$1.98M -4,625 -4%
SAMT
414
Select Asset Management & Trust
Pennsylvania
$45.2M +$2.32M +5,429 +5%
JIC
415
Joel Isaacson & Co
New York
$44.9M +$880K +2,058 +2%
AWM
416
Activest Wealth Management
Florida
$44.6M -$728K -1,702 -2%
AIM
417
Allen Investment Management
New York
$44.4M +$875K +2,047 +2%
MPPLM
418
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$44.3M +$30.8K +72 +0.1%
BT
419
Brandywine Trust
Delaware
$44.1M +$1.89M +4,415 +4%
DJFS
420
Dean Jacobson Financial Services
Texas
$43.4M +$467K +1,092 +1%
RFC
421
Regions Financial Corp
Alabama
$43.4M -$504K -1,180 -1%
GRP
422
Global Retirement Partners
California
$43.2M +$1.04M +2,445 +2%
BCM
423
Becker Capital Management
Oregon
$43.2M +$582K +1,356 +1%
SFA
424
Sequoia Financial Advisors
Ohio
$43.1M -$2.19M -5,117 -5%
WAM
425
Wolverine Asset Management
Illinois
$42.8M -$428M -1,000,458 -91%