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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 %
GWAM
726
Guardian Wealth Advisors (Minnesota)
Minnesota
$17.7M -$46.6K -109 -0.3%
CWA
727
Clarity Wealth Advisors
California
$17.7M +$774K +1,811 +5%
AWM
728
Angeles Wealth Management
California
$17.7M -$41.9K -98 -0.2%
FBB
729
Fulton Breakefield Broenniman
Maryland
$17.7M +$8.98K +21 +0.1%
RBC
730
Romano Brothers & Co
Illinois
$17.7M +$674K +1,577 +4%
CAG
731
Crestwood Advisors Group
Massachusetts
$17.7M +$77.8K +182 +0.4%
CI
732
Cavalier Investments
Georgia
$17.6M -$4.12M -9,645 -19%
CCM
733
Chilton Capital Management
Texas
$17.6M -$322K -753 -2%
MSFS
734
Main Street Financial Solutions
Pennsylvania
$17.6M +$6.98M +16,339 +66%
PWA
735
Provenance Wealth Advisors
Florida
$17.5M +$17.5M +41,043 New
LFASL
736
Lugano Financial Advisors SA (LFA)
Switzerland
$17.5M -$3.14M -7,353 -15%
AWM
737
Aprio Wealth Management
Georgia
$17.5M +$387K +906 +2%
WWA
738
WCG Wealth Advisors
Nevada
$17.4M +$17.4M +40,762 New
CCM
739
Ciovacco Capital Management
Georgia
$17.4M +$205K +480 +1%
CWP
740
Curated Wealth Partners
California
$17.4M +$318K +744 +2%
BWM
741
Brickley Wealth Management
California
$17.4M +$791K +1,851 +5%
SC
742
Sepio Capital
Utah
$17.3M +$563K +1,316 +3%
MCM
743
Monument Capital Management
Virginia
$17.2M -$448K -1,047 -3%
WWM
744
Western Wealth Management
Colorado
$17.1M -$945K -2,211 -5%
AP
745
Archon Partners
New Jersey
$17.1M
LA
746
Lane & Associates
New Jersey
$17M +$1.28M +3,005 +8%
PG
747
Prostatis Group
Maryland
$17M -$17.9M -41,938 -51%
MCM
748
Magnolia Capital Management
New York
$17M -$29.9K -70 -0.2%
SAF
749
Smith Anglin Financial
Texas
$16.8M +$203K +475 +1%
Berkshire Hathaway
750
Berkshire Hathaway
Nebraska
$16.8M