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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 %
MWM
576
MTC Wealth Management
Florida
$25.6M -$1.36M -3,190 -5%
GA
577
GFS Advisors
Texas
$25.3M +$10.6M +24,701 +72%
Luther King Capital Management (LKCM)
578
Luther King Capital Management (LKCM)
Texas
$25.2M +$245K +574 +1%
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.2M +$114K +267 +0.5%
WCM
580
Washburn Capital Management
Florida
$25.1M +$301K +704 +1%
PP
581
Pegasus Partners
Wisconsin
$25.1M -$410K -958 -2%
HCM
582
HMS Capital Management
Tennessee
$25.1M -$407K -953 -2%
MAWCM
583
Mine & Arao Wealth Creation & Management
California
$25.1M +$483K +1,131 +2%
FT
584
Fiduciary Trust
Massachusetts
$25M -$701K -1,640 -3%
OIA
585
OneDigital Investment Advisors
Kansas
$25M +$1.04M +2,429 +4%
CCM
586
CAAS Capital Management
New York
$24.9M +$24.9M +58,200 +58,200%
OAM
587
Oppenheimer Asset Management
New York
$24.9M +$324K +757 +1%
IAS
588
Insigneo Advisory Services
Florida
$24.7M +$732K +1,706 +3%
SA
589
Shilanski & Associates
Alaska
$24.6M +$1.43M +3,346 +6%
PSP
590
Principal Street Partners
Tennessee
$24.5M +$12.9M +30,181 +111%
SWA
591
Stratos Wealth Advisors
Ohio
$24.5M +$15.9M +37,171 +185%
HCM
592
Howland Capital Management
Massachusetts
$24.5M -$315K -733 -1%
VFPI
593
Vantage Financial Partners (Illinois)
Illinois
$24.3M +$396K +926 +2%
SL
594
Salomon & Ludwin
Virginia
$24.3M +$2.14M +5,009 +10%
TRSOTSOK
595
Teachers Retirement System of the State of Kentucky
Kentucky
$24.2M
CFO
596
Callan Family Office
Pennsylvania
$24.2M +$3.75M +8,777 +18%
BSWA
597
Bromfield Sneider Wealth Advisors
Massachusetts
$24.2M -$671K -1,569 -3%
PCP
598
Proficio Capital Partners
Massachusetts
$24.2M +$742K +1,735 +3%
AAS
599
Ameritas Advisory Services
Nebraska
$24.1M +$7.14M +16,617 +42%
GCM
600
Ghisallo Capital Management
Massachusetts
$24M +$4.09M +9,558 +21%