SPY icon

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 %
Vanguard Group
451
Vanguard Group
Pennsylvania
$40.4M -$92.2K -208 -0.2%
IGAM
452
iA Global Asset Management
Quebec, Canada
$40.3M +$40.3M +91,194 New
JHCM
453
Juniper Hill Capital Management
California
$40.2M +$40.2M +90,298 New
GL
454
Graypoint LLC
New York
$40.1M -$612K -1,381 -2%
MC
455
Mount Capital
United Kingdom
$39.6M +$30.5M +68,716 +334%
APW
456
Atlantic Private Wealth
North Carolina
$39.6M -$668K -1,508 -2%
DADC
457
D.A. Davidson & Co
Montana
$39.5M +$296K +668 +0.8%
AWS
458
AJ Wealth Strategies
New York
$39.2M +$445K +1,005 +1%
Public Sector Pension Investment Board (PSP Investments)
459
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$39M +$13M +29,256 +50%
NHC
460
Nicholas Hoffman & Company
Georgia
$38.9M -$1.94M -4,384 -5%
NWM
461
NEIRG Wealth Management
Massachusetts
$38.5M +$19.7M +44,362 +104%
MFG
462
Marmo Financial Group
Tennessee
$38.1M -$1.94M -4,369 -5%
WEPOG
463
Wealth Enhancement & Preservation of GA
Georgia
$38.1M +$25.3M +57,167 +199%
NP
464
Ninepoint Partners
Ontario, Canada
$37.9M -$1.97M -4,450 -5%
DT
465
Daniels + Tansey
Delaware
$37.6M -$640K -1,444 -2%
RIS
466
Retirement Income Solutions
Michigan
$37.6M +$1.59M +3,598 +4%
PWM
467
Perigon Wealth Management
California
$37.2M +$12.4M +32,052 +50%
CPIG
468
Chicago Partners Investment Group
Illinois
$37.2M -$176K -392 -0.5%
VWA
469
V Wealth Advisors
Kansas
$37.1M +$1.44M +3,238 +4%
AFO
470
Allie Family Office
Florida
$37M -$1.13M -2,556 -3%
BRWA
471
B. Riley Wealth Advisors
Florida
$36.9M +$334K +752 +0.9%
ACH
472
Axis Capital Holdings
Bermuda
$36.9M
GC
473
Guidance Capital
Kentucky
$36.8M +$36.8M +82,638 New
PWLP
474
Prio Wealth Limited Partnership
Massachusetts
$36.5M -$652K -1,471 -2%
SPC
475
Sigma Planning Corp
Michigan
$36.5M +$800K +1,805 +2%