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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 %
WJWM
551
Williams Jones Wealth Management
New York
$27.2M -$621K -1,452 -2%
SFA
552
Source Financial Advisors
New York
$27.2M +$2.55M +5,961 +10%
BMCM
553
Black Maple Capital Management
Wisconsin
$27M +$214K +500 +0.8%
MA
554
MKT Advisors
California
$27M -$1.32M -3,092 -5%
WSFS
555
Wilmington Savings Fund Society
Delaware
$27M -$437K -1,022 -2%
NSIM
556
North Star Investment Management
Illinois
$26.6M -$242K -566 -0.9%
SGDR
557
SPX Gestao de Recursos
Brazil
$26.6M -$92.6M -216,650 -78%
Natixis Advisors
558
Natixis Advisors
Massachusetts
$26.5M -$72.3M -169,229 -73%
AGC
559
Aspen Grove Capital
Colorado
$26.4M +$848K +1,976 +3%
SIA
560
Schechter Investment Advisors
Michigan
$26.4M +$607K +1,419 +2%
AL
561
Aspiriant LLC
California
$26.4M +$419K +981 +2%
DBIA
562
Dumont & Blake Investment Advisors
New Jersey
$26.3M +$86.8K +203 +0.3%
EWM
563
Evermay Wealth Management
Virginia
$26.3M -$483K -1,126 -2%
AFS
564
AFG Fiduciary Services
Massachusetts
$26.3M -$1.62M -3,758 -6%
CTA
565
Chesley Taft & Associates
Illinois
$26.3M +$89.3K +209 +0.3%
BA
566
Birinyi Associates
Connecticut
$26.3M +$324K +758 +1%
BWM
567
BigSur Wealth Management
Florida
$26.3M +$257K +600 +1%
KAH
568
Kathryn A. Hall
$26.2M
RFP
569
Roth Financial Partners
Texas
$26M -$983K -2,298 -4%
WRTC
570
Wind River Trust Company
Wyoming
$25.9M -$16M -37,425 -38%
GC
571
Guggenheim Capital
Illinois
$25.9M -$23M -53,725 -47%
Wealthfront Advisers
572
Wealthfront Advisers
California
$25.8M +$3.65M +8,537 +16%
SFS
573
Solitude Financial Services
Virginia
$25.7M +$665K +1,555 +3%
JGIA
574
Jackson Grant Investment Advisers
Connecticut
$25.7M +$80.8K +189 +0.3%
S
575
SignatureFD
Georgia
$25.7M -$1.26M -2,957 -5%