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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 %
NSIM
551
North Star Investment Management
Illinois
$27.8M -$179K -403 -0.6%
EWM
552
Evermay Wealth Management
Virginia
$27.8M -$429K -965 -2%
TC
553
TownSquare Capital
Utah
$27.7M +$5.19M +11,709 +23%
ABC
554
Associated Banc-Corp
Wisconsin
$27.4M +$1.05M +2,364 +4%
IA
555
IFG Advisors
Missouri
$27.4M +$1.8M +4,051 +7%
DBIA
556
Dumont & Blake Investment Advisors
New Jersey
$27.2M -$686K -1,548 -2%
KAH
557
Kathryn A. Hall
$27.2M -$1.87M -4,220 -6%
CTA
558
Chesley Taft & Associates
Illinois
$27.2M +$442K +998 +2%
BWM
559
BigSur Wealth Management
Florida
$27M -$1.42M -3,200 -5%
AL
560
Aspiriant LLC
California
$26.9M -$616K -1,390 -2%
BA
561
Birinyi Associates
Connecticut
$26.9M -$305K -689 -1%
SOW
562
State of Wyoming
Wyoming
$26.9M -$450K -1,015 -2%
RSWM
563
Robertson Stephens Wealth Management
California
$26.8M -$837K -1,881 -3%
SIA
564
Schechter Investment Advisors
Michigan
$26.8M +$184K +416 +0.7%
FT
565
Fiduciary Trust
Massachusetts
$26.7M +$7.07M +15,954 +36%
JGIA
566
Jackson Grant Investment Advisers
Connecticut
$26.5M +$266K +599 +1%
SCM
567
Stevens Capital Management
Pennsylvania
$26.5M +$22.5M +50,700 +557%
AGC
568
Aspen Grove Capital
Colorado
$26.5M +$1.79M +4,017 +7%
MTIM
569
Marathon Trading Investment Management
Pennsylvania
$26.5M +$14.1M +31,802 +114%
PP
570
Pegasus Partners
Wisconsin
$26.4M -$356K -802 -1%
HCM
571
HMS Capital Management
Tennessee
$26.4M -$2.44M -5,497 -8%
RWA
572
Redhawk Wealth Advisors
Minnesota
$26.2M +$817K +1,844 +3%
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26M -$3.31M -7,457 -11%
GIM
574
Generation Investment Management
United Kingdom
$26M
Luther King Capital Management (LKCM)
575
Luther King Capital Management (LKCM)
Texas
$25.9M -$400K -902 -2%