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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 %
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$21.1M +$94K +220 +0.4%
OFG
652
Oxford Financial Group
Indiana
$21.1M +$2.36M +5,511 +13%
FNC
653
First National Corp
Massachusetts
$21M +$105K +245 +0.5%
SF
654
Summit Financial
New Jersey
$21M -$3.83M -8,918 -15%
ACH
655
Axis Capital Holdings
Bermuda
$21M -$14.6M -34,052 -41%
AFS
656
Aft Forsyth & Sober
Florida
$21M
AIP
657
ARS Investment Partners
New York
$20.9M -$41K -96 -0.2%
VWA
658
V Wealth Advisors
Kansas
$20.9M -$14.9M -34,899 -42%
OPCM
659
Osborne Partners Capital Management
California
$20.8M +$38K +89 +0.2%
CGL
660
Clarius Group LLC
Washington
$20.8M -$1.96M -4,596 -9%
BWP
661
BSW Wealth Partners
Colorado
$20.8M -$412K -964 -2%
PWMAG
662
Pinnacle Wealth Management Advisory Group
New Jersey
$20.7M -$789K -1,846 -4%
ACA
663
Aptus Capital Advisors
Alabama
$20.7M +$14.2M +33,214 +218%
KPWS
664
Kestra Private Wealth Services
Texas
$20.6M +$4.26M +9,956 +26%
PAM
665
Palisade Asset Management
Minnesota
$20.6M -$45.3K -106 -0.2%
GEA
666
Glen Eagle Advisors
New Jersey
$20.6M +$171K +401 +0.8%
MHWM
667
Montz Harcus Wealth Management
Louisiana
$20.5M +$854K +1,997 +4%
KWM
668
Keebeck Wealth Management
Illinois
$20.5M +$20.2K +47 +0.1%
BJL
669
Brighton Jones LLC
Washington
$20.3M +$589K +1,378 +3%
TC
670
Telemus Capital
Michigan
$20.3M -$2.54M -5,950 -11%
WA
671
Waverly Advisors
Alabama
$20.2M +$1.62M +3,781 +9%
MOS
672
MGO One Seven
Ohio
$20.2M +$6.5M +15,211 +47%
IFO
673
Independent Family Office
New York
$20.1M +$407K +953 +2%
CF
674
Copperwynd Financial
Arizona
$20.1M +$990K +2,317 +5%
RCA
675
Resonant Capital Advisors
Wisconsin
$20.1M +$4.29K +10 +0%