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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 %
SHIM
501
Stone House Investment Management
Pennsylvania
$32.9M +$32.9M +76,938 +256,460%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$32.9M +$2.67M +6,245 +9%
ATC
503
Argent Trust Co
Tennessee
$32.8M -$295K -689 -0.9%
Credit Agricole
504
Credit Agricole
France
$32.6M -$34.1M -79,791 -51%
MGP
505
Metis Global Partners
California
$32.5M +$32.5M +76,078 New
CWG
506
Cornerstone Wealth Group
North Carolina
$32.3M +$7.88M +18,443 +32%
SFG
507
SNS Financial Group
Minnesota
$32.2M -$571K -1,330 -2%
4FG
508
4Thought Financial Group
New York
$32.1M +$1.05M +2,457 +3%
AWM
509
Axxcess Wealth Management
California
$32M +$10.7M +25,352 +50%
SWIG
510
Strategic Wealth Investment Group
Kentucky
$31.9M +$424K +991 +1%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$31.8M +$78.2K +183 +0.2%
ACM
512
Anfield Capital Management
California
$31.8M +$3.76M +8,807 +13%
IA
513
IFP Advisors
Florida
$31.5M -$2.74M -6,420 -8%
RWA
514
Redhawk Wealth Advisors
Minnesota
$31.3M +$6.01M +14,068 +24%
BSW
515
Buckingham Strategic Wealth
Missouri
$31.1M +$1.97M +4,606 +7%
NC
516
NewSquare Capital
Pennsylvania
$31M +$268K +627 +0.9%
BFO
517
Boston Family Office
Massachusetts
$30.9M -$128K -300 -0.4%
LIA
518
LSP Investment Advisors
New York
$30.9M
LC
519
Lindbrook Capital
California
$30.9M -$1.56M -3,642 -5%
EPA
520
Element Pointe Advisors
Florida
$30.8M +$93.2K +218 +0.3%
STA
521
Summit Trail Advisors
New York
$30.8M +$226K +526 +0.7%
TC
522
Tenere Capital
New York
$30.8M +$30.8M +72,000 New
RWP
523
RWA Wealth Partners
Massachusetts
$30.7M +$1.02M +2,397 +3%
AFA
524
Atlas Financial Advisors
California
$30.5M +$17.2M +40,235 +130%
OC
525
Oppenheimer & Co
New York
$30.4M +$936K +2,190 +3%