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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 %
SFS
626
Sowell Financial Services
Arkansas
$22.2M +$2.79M +6,504 +14%
AWA
627
Arkadios Wealth Advisors
Georgia
$22.1M +$12.4M +29,055 +128%
IAA
628
Ironsides Asset Advisors
North Carolina
$22.1M
APC
629
Aspire Private Capital
North Carolina
$22.1M -$1.18M -2,754 -5%
CSPIA
630
Cary Street Partners Investment Advisory
Virginia
$22.1M +$4.51M +10,543 +26%
IF
631
Intrua Financial
Texas
$22.1M +$6.85M +16,031 +45%
GIM
632
Generation Investment Management
United Kingdom
$22.1M -$2.97M -6,957 -12%
MIFH
633
Migdal Insurance & Financial Holdings
Israel
$22M +$1.81M +4,224 +9%
CWMU
634
Caliber Wealth Management (Utah)
Utah
$22M +$720K +1,684 +3%
SI
635
Saxon Interests
Texas
$22M +$19.5M +45,568 +762%
ATC
636
Adirondack Trust Company
New York
$22M +$330K +772 +2%
HI
637
Harbour Investments
Wisconsin
$21.9M +$4.21M +9,856 +24%
CA
638
Claro Advisors
Massachusetts
$21.9M -$1.32M -3,096 -6%
CWP
639
Capital Wealth Planning
Florida
$21.8M -$5.42M -12,682 -20%
MAM
640
Milestone Asset Management
Pennsylvania
$21.8M -$894K -2,093 -4%
Edgewood Management
641
Edgewood Management
Connecticut
$21.7M -$1.67M -3,914 -7%
USCWA
642
U.S. Capital Wealth Advisors
Texas
$21.5M -$325K -761 -1%
FM
643
Family Management
New York
$21.4M +$7.72M +18,060 +56%
FCA
644
Fortis Capital Advisors
Kansas
$21.4M -$1.23M -2,871 -5%
QGA
645
Q Global Advisors
Texas
$21.4M +$21.4M +50,000 New
SGM
646
Seven Grand Managers
New York
$21.4M +$21.4M +50,000 New
BWA
647
Burt Wealth Advisors
Maryland
$21.3M -$125K -293 -0.6%
IGAM
648
iA Global Asset Management
Quebec, Canada
$21.2M -$17.8M -41,542 -46%
VCA
649
Verdence Capital Advisors
Maryland
$21.1M +$1.45M +3,403 +7%
TC
650
TownSquare Capital
Utah
$21.1M -$5.61M -13,127 -21%