SPY icon

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 %
ASN
476
Advisory Services Network
Georgia
$36.4M +$7.69M +17,988 +27%
MFG
477
Marmo Financial Group
Tennessee
$36.2M -$529K -1,237 -1%
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$36.1M +$2.58M +6,032 +8%
SC
479
Savant Capital
Illinois
$36.1M +$954K +2,232 +3%
AAM
480
American Asset Management
Florida
$36M +$2.33M +5,461 +7%
RIS
481
Retirement Income Solutions
Michigan
$35.9M -$347K -812 -1%
BRWA
482
B. Riley Wealth Advisors
Florida
$35.5M -$148K -344 -0.4%
ATFA
483
All Terrain Financial Advisors
Minnesota
$35.4M -$7.88M -18,441 -18%
PWM
484
Perigon Wealth Management
California
$35.3M -$5.92M -13,848 -14%
AFO
485
Allie Family Office
Florida
$35.2M -$485K -1,131 -1%
WI
486
Wafra Inc
New York
$35.1M -$17.7M -41,430 -34%
TCPWM
487
Traverso Chambers Private Wealth Management
California
$35M +$123K +288 +0.4%
APWA
488
Atlas Private Wealth Advisors
New Jersey
$34.9M +$309K +723 +0.9%
CPIG
489
Chicago Partners Investment Group
Illinois
$34.8M +$116K +276 +0.3%
CIA
490
Choate Investment Advisors
Massachusetts
$34.8M +$1.88M +4,391 +6%
GC
491
Guidance Capital
Kentucky
$34.6M -$265K -628 -0.8%
NP
492
Ninepoint Partners
Ontario, Canada
$34.4M -$2.24M -5,240 -6%
SPC
493
Sigma Planning Corp
Michigan
$34M -$1.12M -2,628 -3%
LFS
494
Lutz Financial Services
Nebraska
$33.8M -$104K -244 -0.3%
Schroder Investment Management Group
495
Schroder Investment Management Group
United Kingdom
$33.6M +$3.03M +7,092 +10%
CL
496
Choreo LLC
Illinois
$33.6M -$549K -1,285 -2%
SWM
497
SFG Wealth Management
Maryland
$33.3M +$1.94M +4,534 +6%
FIM
498
Freedom Investment Management
Connecticut
$33.2M -$1.17M -2,742 -3%
FF
499
Fluent Financial
Texas
$33.1M +$16M +37,391 +93%
FRA
500
Frank Rimerman Advisors
California
$32.9M +$1.67M +3,901 +5%