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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 %
PA
626
Paragon Advisors
Texas
$22.5M +$22.5M +50,689 New
BAM
627
Blueshift Asset Management
New Jersey
$22.4M +$5.32M +11,993 +31%
AWM
628
Axxcess Wealth Management
California
$22.4M -$8.07M -18,215 -26%
PWMAG
629
Pinnacle Wealth Management Advisory Group
New Jersey
$22.3M +$715K +1,613 +3%
NAM
630
NorthCrest Asset Manangement
Minnesota
$22.2M +$2.22K +5 +0%
PFS
631
Prospera Financial Services
Texas
$22.2M +$1.34M +3,014 +6%
BWA
632
Burt Wealth Advisors
Maryland
$22.2M -$191K -431 -0.9%
CWMU
633
Caliber Wealth Management (Utah)
Utah
$22.1M +$21M +47,332 +1,869%
QC
634
Qalhat Capital
British Virgin Islands
$22M
ASC
635
Atalanta Sosnoff Capital
New York
$22M -$13.3M -29,916 -38%
BWP
636
BSW Wealth Partners
Colorado
$22M -$342K -771 -2%
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$21.8M -$494K -1,114 -2%
AFS
638
Aft Forsyth & Sober
Florida
$21.8M +$2.91M +6,555 +15%
BFWA
639
Benchmark Financial Wealth Advisors
Florida
$21.7M +$5.83M +13,147 +37%
AIP
640
ARS Investment Partners
New York
$21.7M -$205K -463 -0.9%
FNC
641
First National Corp
Massachusetts
$21.7M -$464K -1,046 -2%
OPCM
642
Osborne Partners Capital Management
California
$21.5M +$139K +313 +0.6%
LFASL
643
Lugano Financial Advisors SA (LFA)
Switzerland
$21.4M +$1.3M +2,924 +6%
PAM
644
Palisade Asset Management
Minnesota
$21.4M -$200K -452 -0.9%
KWM
645
Keebeck Wealth Management
Illinois
$21.3M +$1.34K +3 +0%
CFO
646
Callan Family Office
Pennsylvania
$21.2M -$1.11M -2,504 -5%
GEA
647
Glen Eagle Advisors
New Jersey
$21.1M +$1.23M +2,765 +6%
MIFH
648
Migdal Insurance & Financial Holdings
Israel
$20.9M -$1.5M -3,398 -7%
MS
649
Maven Securities
Jersey
$20.9M -$114M -256,901 -84%
RCA
650
Resonant Capital Advisors
Wisconsin
$20.9M +$8.45K +19 +0%