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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 %
SC
476
Savant Capital
Illinois
$36.4M +$16.3M +36,732 +81%
CW
477
CreativeOne Wealth
Kansas
$36.2M +$714K +1,610 +2%
TCPWM
478
Traverso Chambers Private Wealth Management
California
$36.1M -$940K -2,120 -3%
AWM
479
Activest Wealth Management
Florida
$36.1M -$650K -1,909 -2%
APWA
480
Atlas Private Wealth Advisors
New Jersey
$35.9M +$18.5M +41,763 +106%
FIM
481
Freedom Investment Management
Connecticut
$35.6M +$19.5M +44,030 +121%
CL
482
Choreo LLC
Illinois
$35.5M +$963K +2,164 +3%
IA
483
IFP Advisors
Florida
$35.5M +$1.49M +3,362 +4%
LFS
484
Lutz Financial Services
Nebraska
$35.1M -$229K -517 -0.6%
AAM
485
American Asset Management
Florida
$34.9M +$564K +1,272 +2%
CPP
486
Capasso Planning Partners
South Carolina
$34.8M +$6.9M +15,574 +25%
CA
487
Cumberland Advisors
Florida
$34.7M -$11.9M -26,950 -26%
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$34.7M -$3.85M -8,686 -10%
BPC
489
Banque Pictet & Cie
Switzerland
$34.7M -$94.4K -213 -0.3%
PWM
490
Pacific Wealth Management
California
$34.5M +$7.7M +17,379 +29%
ATC
491
Argent Trust Co
Tennessee
$34.3M +$122K +275 +0.4%
CIA
492
Choate Investment Advisors
Massachusetts
$34.1M -$161K -363 -0.5%
SFG
493
SNS Financial Group
Minnesota
$34M -$3.53M -7,937 -9%
LC
494
Lindbrook Capital
California
$33.6M +$3.91M +8,812 +13%
PWS
495
Paragon Wealth Strategies
Florida
$33.6M +$33.6M +75,730 New
CA
496
CoreCap Advisors
Michigan
$33.2M +$33.2M +74,951 New
YCM
497
Yousif Capital Management
Michigan
$33.2M -$11.3M -25,539 -25%
Marshall Wace
498
Marshall Wace
United Kingdom
$33.1M +$33.1M +74,632 New
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$32.9M -$12.4K -28 -0%
ARC
500
Advisor Resource Council
Texas
$32.7M -$11.1M -25,093 -25%