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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 %
CWM
751
Connecticut Wealth Management
Connecticut
$16.8M +$2.7M +6,319 +19%
DPI
752
Diversified Portfolios Inc
Michigan
$16.8M +$68.4K +160 +0.4%
LA
753
Legacy Advisors
Pennsylvania
$16.7M -$63.3K -148 -0.4%
LFRG
754
Lazard Frères Gestion
France
$16.7M +$663K +1,549 +4%
MWM
755
Modera Wealth Management
New Jersey
$16.7M -$175K -410 -1%
FMWA
756
Forvis Mazars Wealth Advisors
Missouri
$16.7M +$57.3K +134 +0.3%
CA
757
Cambridge Associates
Massachusetts
$16.7M -$28M -65,572 -63%
CCM
758
Corsair Capital Management
New York
$16.6M -$42.3K -99 -0.3%
SIM
759
Seaview Investment Managers
Florida
$16.6M +$3.41M +7,984 +26%
KIA
760
KCM Investment Advisors
California
$16.6M -$539K -1,261 -3%
PHAM
761
Palisades Hudson Asset Management
Florida
$16.6M -$59K -138 -0.4%
GTAM
762
Global Trust Asset Management
Florida
$16.6M +$83.8K +196 +0.5%
BFG
763
Baron Financial Group
New Jersey
$16.5M -$226K -529 -1%
OC
764
Oakworth Capital
Alabama
$16.5M -$380K -890 -2%
SB
765
Sunflower Bank
Texas
$16.5M -$808K -1,889 -5%
CC
766
Claybrook Capital
Massachusetts
$16.4M +$22.2K +52 +0.1%
WI
767
Wintrust Investments
Illinois
$16.3M +$291K +681 +2%
GAG
768
GM Advisory Group
New York
$16.2M +$127K +298 +0.8%
GFS
769
GYL Financial Synergies
Connecticut
$16.1M -$578K -1,352 -3%
SIS
770
Strategic Investment Solutions
Illinois
$16.1M +$15.9M +35,673 +6,204%
BCV
771
Banque Cantonale Vaudoise
Switzerland
$16.1M +$652K +1,525 +4%
AFG
772
Albion Financial Group
Utah
$16M -$855 -2 -0%
CS
773
Comerica Securities
Michigan
$16M -$6.11M -14,236 -28%
OAM
774
Ostrum Asset Management
France
$15.9M
FHC
775
First Heartland Consultants
Missouri
$15.9M -$3.75M -8,782 -19%