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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 %
BWFA
701
Baltimore-Washington Financial Advisors
Maryland
$18.5M -$940K -2,120 -5%
GWAM
702
Guardian Wealth Advisors (Minnesota)
Minnesota
$18.5M +$523K +1,179 +3%
RBC
703
Roble Belko & Company
Pennsylvania
$18.4M -$439K -991 -2%
RIA
704
Regal Investment Advisors
Michigan
$18.4M +$334K +754 +2%
AWM
705
Angeles Wealth Management
California
$18.4M
Fidelity International
706
Fidelity International
Bermuda
$18.4M +$9.58M +21,622 +109%
HI
707
Harbour Investments
Wisconsin
$18.4M +$6.94M +15,647 +61%
FBB
708
Fulton Breakefield Broenniman
Maryland
$18.3M -$478K -1,078 -3%
MCM
709
Monument Capital Management
Virginia
$18.3M +$6.95M +15,673 +61%
CSPIA
710
Cary Street Partners Investment Advisory
Virginia
$18.3M +$94.9K +214 +0.5%
CAG
711
Crestwood Advisors Group
Massachusetts
$18.2M -$10.5M -23,608 -36%
PA
712
Parallel Advisors
California
$18.2M +$921K +2,078 +5%
AC
713
ASB Consultores
Florida
$18M +$76.7K +173 +0.4%
SIAG
714
Safeguard Investment Advisory Group
California
$18M +$1.87M +4,228 +12%
TCBWMS
715
Texas Capital Bank Wealth Management Services
Texas
$18M -$643K -1,451 -3%
RG
716
Rathbones Group
United Kingdom
$17.9M -$2.33M -5,252 -11%
FFN
717
Focus Financial Network
Minnesota
$17.9M +$1.14M +2,568 +7%
SB
718
Sunflower Bank
Texas
$17.9M -$2.05M -4,619 -10%
CCM
719
Ciovacco Capital Management
Georgia
$17.9M +$1.15M +2,597 +7%
AF
720
Advisornet Financial
Minnesota
$17.8M +$1.31M +2,964 +8%
KIA
721
KCM Investment Advisors
California
$17.8M -$339K -765 -2%
AP
722
Archon Partners
New Jersey
$17.8M
FF
723
Fluent Financial
Texas
$17.8M +$2.37M +5,339 +15%
AWM
724
Aprio Wealth Management
Georgia
$17.7M +$709K +1,600 +4%
NCM
725
Nine27 Capital Management
New York
$17.7M +$17.7M +40,000 New