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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 %
MWM
526
Meridian Wealth Management
Kentucky
$29.7M -$1.17M -2,638 -4%
Asset Management One
527
Asset Management One
Japan
$29.5M -$17.8M -40,050 -38%
HFS
528
Hantz Financial Services
Michigan
$29.4M -$303K -683 -1%
SFG
529
StrategIQ Financial Group
Indiana
$29.3M -$2.24M -5,045 -7%
AFS
530
AFG Fiduciary Services
Massachusetts
$29.1M +$252K +561 +0.9%
ACM
531
Anfield Capital Management
California
$29.1M +$3.95M +8,900 +16%
WJWM
532
Williams Jones Wealth Management
New York
$28.9M -$12.5M -28,252 -30%
CHAM
533
Clear Harbor Asset Management
Connecticut
$28.9M +$16.8K +38 +0.1%
ZIM
534
Zacks Investment Management
Illinois
$28.7M -$1.31M -2,957 -4%
RJT
535
Raymond James Trust
Florida
$28.7M +$2.86M +6,442 +11%
Principal Financial Group
536
Principal Financial Group
Iowa
$28.7M +$526K +1,186 +2%
FFBTD
537
First Financial Bank - Trust Division
Ohio
$28.6M +$16.8K +38 +0.1%
CGA
538
Crescent Grove Advisors
Illinois
$28.5M -$589K -1,324 -2%
KHLMTHM
539
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$28.5M +$338K +765 +1%
WSFS
540
Wilmington Savings Fund Society
Delaware
$28.5M -$446K -1,006 -2%
IC
541
Inscription Capital
Texas
$28.3M +$110K +249 +0.4%
IIA
542
IPG Investment Advisors
California
$28.3M +$4.27M +9,595 +18%
ANB
543
Amarillo National Bank
Texas
$28.3M -$24.4K -55 -0.1%
CWP
544
Capital Wealth Planning
Florida
$28.3M +$2.85M +6,420 +11%
CC
545
Cypress Capital
Tennessee
$28.2M -$462K -1,042 -2%
RFP
546
Roth Financial Partners
Texas
$28M -$275K -620 -1%
MWM
547
MTC Wealth Management
Florida
$27.9M +$692K +1,562 +3%
S
548
SignatureFD
Georgia
$27.9M -$82K -185 -0.3%
AC
549
Abbrea Capital
California
$27.9M +$6.23K +14 +0%
BMCM
550
Black Maple Capital Management
Wisconsin
$27.8M -$1.9M -4,285 -6%