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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 %
SWIG
501
Strategic Wealth Investment Group
Kentucky
$32.7M +$649K +1,464 +2%
SWM
502
SFG Wealth Management
Maryland
$32.5M +$2.26M +5,097 +7%
FRA
503
Frank Rimerman Advisors
California
$32.4M +$1.45M +3,272 +5%
PRS
504
Pinkerton Retirement Specialists
Idaho
$32.3M +$813K +1,835 +3%
4FG
505
4Thought Financial Group
New York
$32.2M -$1.01M -2,283 -3%
BFO
506
Boston Family Office
Massachusetts
$32.1M -$2.72M -6,129 -8%
LIA
507
LSP Investment Advisors
New York
$32M
EPA
508
Element Pointe Advisors
Florida
$31.9M -$360K -812 -1%
NC
509
NewSquare Capital
Pennsylvania
$31.8M -$289K -651 -0.9%
STA
510
Summit Trail Advisors
New York
$31.8M -$2.89M -6,486 -8%
Schroder Investment Management Group
511
Schroder Investment Management Group
United Kingdom
$31.7M -$9.13M -20,604 -22%
WAS
512
Wealth Advisory Solutions
Indiana
$31.7M -$108K -244 -0.3%
SEM
513
Strategic Equity Management
Arizona
$31.6M +$101K +228 +0.3%
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5M +$134K +302 +0.4%
CA
515
Clearstead Advisors
Ohio
$31.5M +$6.06M +13,680 +24%
FLPIM
516
F.L. Putnam Investment Management
Massachusetts
$31.3M +$1.55M +3,495 +5%
SPIO
517
Seven Post Investment Office
California
$31.2M +$638K +1,440 +2%
PI
518
PineBridge Investments
New York
$31M -$2.82M -6,364 -8%
LCM
519
Laurion Capital Management
New York
$31M +$31M +70,000 New
RWP
520
RWA Wealth Partners
Massachusetts
$30.7M +$4.2M +9,476 +16%
OC
521
Oppenheimer & Co
New York
$30.6M -$76.7K -173 -0.2%
MA
522
MKT Advisors
California
$30.3M -$349K -763 -1%
BSW
523
Buckingham Strategic Wealth
Missouri
$30.2M -$582K -1,313 -2%
TW
524
Transform Wealth
Colorado
$30M +$4.28M +9,623 +17%
ASN
525
Advisory Services Network
Georgia
$29.8M -$509K -1,148 -2%