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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 %
BA
651
Bristlecone Advisors
Washington
$20.9M -$123K -277 -0.6%
WS
652
Wedbush Securities
California
$20.7M -$761K -1,717 -4%
GCM
653
Ghisallo Capital Management
Massachusetts
$20.6M -$9.88M -22,297 -32%
MDSL
654
M.D. Sass LLC
New York
$20.6M
JFL
655
Jarislowsky, Fraser Ltd
Quebec, Canada
$20.6M -$94K -212 -0.5%
WHG
656
Westwood Holdings Group
Texas
$20.5M -$1.42M -3,203 -6%
WF
657
Welch & Forbes
Massachusetts
$20.5M -$9.75K -22 -0%
IFO
658
Independent Family Office
New York
$20.5M +$836K +1,886 +4%
BWAM
659
Boyd Watterson Asset Management
Ohio
$20.4M -$422K -953 -2%
VCA
660
Verdence Capital Advisors
Maryland
$20.4M +$140K +316 +0.7%
MHWM
661
Montz Harcus Wealth Management
Louisiana
$20.4M +$155K +349 +0.8%
BJL
662
Brighton Jones LLC
Washington
$20.4M +$477K +1,075 +2%
TMWM
663
Taylor & Morgan Wealth Management
Michigan
$20.4M +$1.5M +3,384 +8%
FHC
664
First Heartland Consultants
Missouri
$20.3M +$15.2M +34,399 +299%
Man Group
665
Man Group
United Kingdom
$20.3M +$20.3M +45,886 New
ECML
666
Eagle Capital Management (Louisiana)
Louisiana
$20.3M +$586K +1,321 +3%
JRP
667
Jasper Ridge Partners
California
$20.3M
TSW
668
Thompson Siegel & Walmsley
Virginia
$20.3M -$92.2K -208 -0.5%
SMC
669
Smith, Moore & Co
Missouri
$20.2M +$91.4K +212 +0.5%
PWW
670
Pettyjohn Wood & White
Virginia
$20.2M +$909K +2,051 +5%
SFS
671
Sowell Financial Services
Arkansas
$20.1M +$6.36M +14,302 +46%
SAS
672
Stelac Advisory Services
New York
$20M +$1.07M +2,367 +6%
IFAM
673
Institutional & Family Asset Management
Colorado
$20M +$54.5K +123 +0.3%
LMIM
674
Lockheed Martin Investment Management
Maryland
$19.9M
AWM
675
Apollon Wealth Management
South Carolina
$19.9M -$1.46M -3,298 -7%