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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 %
SFS
576
Solitude Financial Services
Virginia
$25.9M +$611K +1,379 +2%
BSWA
577
Bromfield Sneider Wealth Advisors
Massachusetts
$25.8M -$442K -997 -2%
WCM
578
Washburn Capital Management
Florida
$25.8M +$1.28M +2,894 +5%
SF
579
Summit Financial
New Jersey
$25.7M +$245K +551 +1%
HCM
580
Howland Capital Management
Massachusetts
$25.7M -$226K -509 -0.9%
SFA
581
Source Financial Advisors
New York
$25.5M +$985K +2,223 +4%
OAM
582
Oppenheimer Asset Management
New York
$25.5M +$83.3K +188 +0.3%
MAWCM
583
Mine & Arao Wealth Creation & Management
California
$25.5M +$125K +283 +0.5%
CWG
584
Cornerstone Wealth Group
North Carolina
$25.3M +$268K +605 +1%
BC
585
Brookfield Corp
Ontario, Canada
$25.3M -$4.84M -10,924 -16%
CWM
586
Calamos Wealth Management
Illinois
$25.2M -$2.39M -5,382 -9%
MSCM
587
McElhenny Sheffield Capital Management
Texas
$25.1M +$787K +1,721 +3%
TRSOTSOK
588
Teachers Retirement System of the State of Kentucky
Kentucky
$25.1M
SI
589
Symmetry Investments
Jersey
$25.1M +$2.41M +5,448 +11%
LAM
590
Lifestyle Asset Management
Texas
$25M -$3.78M -8,527 -13%
GC
591
Gratus Capital
Georgia
$24.9M +$14.9M +33,603 +149%
IAS
592
Insigneo Advisory Services
Florida
$24.9M +$9.29M +20,875 +60%
FTS
593
Fifth Third Securities
Ohio
$24.9M +$4.6M +10,366 +23%
OIA
594
OneDigital Investment Advisors
Kansas
$24.8M -$42.6K -96 -0.2%
VFPI
595
Vantage Financial Partners (Illinois)
Illinois
$24.8M +$2.3M +5,194 +10%
CCM
596
Condor Capital Management
New Jersey
$24.7M -$309K -698 -1%
CPA
597
Cardiff Park Advisors
California
$24.7M -$244K -551 -1%
OLVIG
598
Oliver Lagore Vanvalin Investment Group
Michigan
$24.5M +$18.9M +42,614 +337%
TA
599
TrueWealth Advisors
Alabama
$24.5M +$8.96M +20,219 +58%
PCP
600
Proficio Capital Partners
Massachusetts
$24.3M +$4.04M +9,123 +20%