SPY icon

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 %
JWM
776
Jackson Wealth Management
Florida
$15.8M +$14M +32,719 +776%
TM
777
Tikvah Management
North Carolina
$15.7M -$970K -2,270 -6%
HW
778
Hancock Whitney
Mississippi
$15.6M -$292K -682 -2%
Capital International Investors
779
Capital International Investors
California
$15.6M +$4.71M +10,991 +43%
IFPG
780
Intrepid Financial Planning Group
Indiana
$15.6M -$515K -1,204 -3%
RFS
781
Retirement Financial Solutions
Tennessee
$15.6M -$1.2M -2,806 -7%
Financial Engines Advisors
782
Financial Engines Advisors
California
$15.6M -$1.32M -3,072 -8%
ST
783
Sentinel Trust
Texas
$15.5M -$304K -712 -2%
NEI
784
Northwest & Ethical Investments
Ontario, Canada
$15.5M +$3.12M +7,300 +25%
HCM
785
Hengehold Capital Management
Ohio
$15.5M +$12.8M +29,970 +475%
SAM
786
Securian Asset Management
Minnesota
$15.5M
TCBWMS
787
Texas Capital Bank Wealth Management Services
Texas
$15.4M -$1.88M -4,397 -11%
CGPCS
788
Capital Group Private Client Services
California
$15.4M +$6.61M +15,472 +75%
WFA
789
Wellspring Financial Advisors
Ohio
$15.4M +$16.2K +38 +0.1%
WWP
790
WR Wealth Planners
Missouri
$15.4M +$2.95M +6,904 +24%
BCM
791
Basso Capital Management
Connecticut
$15.4M +$634K +1,484 +4%
FEM
792
Fulcrum Equity Management
Texas
$15.4M -$3.12M -7,303 -17%
TAL
793
TIG Advisors LLC
New York
$15.4M +$15.4M +36,000 New
DAS
794
Dynamic Advisor Solutions
Arizona
$15.4M +$1.34M +3,142 +10%
SCA
795
Snowden Capital Advisors
New York
$15.4M -$2.62M -6,126 -15%
SFG
796
Sovereign Financial Group
Connecticut
$15.4M -$21.4K -50 -0.1%
SC
797
Saiph Capital
New Jersey
$15.3M -$42.7K -100 -0.3%
NL
798
NEPC LLC
Massachusetts
$15.3M -$76.1K -178 -0.5%
MWPCG
799
Measured Wealth Private Client Group
New Hampshire
$15.3M -$509K -1,191 -3%
CCA
800
Cobblestone Capital Advisors
New York
$15.3M -$67.5K -158 -0.4%