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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 %
DFA
801
Delta Financial Advisors
Louisiana
$15.3M +$3.42K +8 +0%
GVAG
802
Great Valley Advisor Group
Delaware
$15.3M -$241K -563 -2%
BCMIO
803
Beacon Capital Management Inc (Ohio)
Ohio
$15.2M
PP
804
Prudential plc
United Kingdom
$15.2M -$1.01M -2,355 -6%
TWM
805
Thrive Wealth Management
Pennsylvania
$15.1M -$135K -316 -0.9%
FSA
806
Financial Services Advisory
Maryland
$15.1M -$7.51M -17,565 -33%
QCG
807
Quadrant Capital Group
Ohio
$15.1M +$1.47M +3,434 +11%
EFS
808
Essex Financial Services
Connecticut
$15M +$1.5M +3,515 +11%
SA
809
Strategic Advisors
New York
$15M -$26.1K -61 -0.2%
PA
810
Procyon Advisors
Connecticut
$15M +$9.89M +23,134 +193%
First Manhattan
811
First Manhattan
New York
$15M +$24.8K +58 +0.2%
IBOK
812
Independence Bank of Kentucky
Kentucky
$15M +$2.48M +5,792 +20%
GM
813
GeoWealth Management
Illinois
$14.9M +$1.05M +2,456 +8%
PTC
814
Private Trust Company
Ohio
$14.9M +$3.51M +8,209 +31%
FCM
815
Firestone Capital Management
Florida
$14.9M +$741K +1,733 +5%
AAG
816
Armstrong Advisory Group
Massachusetts
$14.8M +$67.1K +157 +0.5%
SWM
817
Segment Wealth Management
Texas
$14.8M +$384K +899 +3%
Lazard Asset Management
818
Lazard Asset Management
New York
$14.7M +$424K +992 +3%
Axa
819
Axa
France
$14.6M -$3.34M -7,821 -19%
FPW
820
Flagship Private Wealth
Massachusetts
$14.6M +$563K +1,318 +4%
TWM
821
Tolleson Wealth Management
Texas
$14.6M -$775K -1,813 -5%
NEPWA
822
New England Private Wealth Advisors
Massachusetts
$14.6M +$422K +988 +3%
LIM
823
Leavell Investment Management
Alabama
$14.5M +$283K +659 +2%
PWM
824
Palumbo Wealth Management
New York
$14.5M +$3.52M +8,230 +32%
PFM
825
Patton Fund Management
Texas
$14.5M -$696K -1,629 -5%