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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 %
WAG
851
Winthrop Advisory Group
Massachusetts
$13.5M -$78.3K -176 -0.6%
GSC
852
G&S Capital
Colorado
$13.5M -$2.79M -6,297 -17%
WCM
853
WealthBridge Capital Management
Ohio
$13.4M -$147K -331 -1%
IPW
854
Invictus Private Wealth
Colorado
$13.4M -$269K -607 -2%
TCA
855
Trifecta Capital Advisors
Illinois
$13.3M +$864K +1,950 +7%
YIA
856
YHB Investment Advisors
Connecticut
$13.3M -$320K -721 -2%
AWE
857
Avidian Wealth Enterprises
Texas
$13.3M +$5.77M +13,023 +77%
Legal & General Group
858
Legal & General Group
United Kingdom
$13.3M
Empower Advisory Group
859
Empower Advisory Group
Colorado
$13.2M -$3.81M -8,598 -22%
TAM
860
Tocqueville Asset Management
New York
$13.2M -$371K -836 -3%
LT
861
Legacy Trust
Michigan
$13.2M +$13.3K +30 +0.1%
BEC
862
Blue Edge Capital
Virginia
$13.1M +$1.66M +3,745 +14%
Koshinski Asset Management
863
Koshinski Asset Management
Illinois
$13.1M -$4.05M -9,139 -24%
WAM
864
Weiss Asset Management
Massachusetts
$13.1M -$22M -49,627 -63%
LPAM
865
Lodestar Private Asset Management
California
$13M +$196K +443 +2%
NFA
866
Northern Financial Advisors
Michigan
$13M -$44.3K -100 -0.3%
FMP
867
Financial Management Professionals
Texas
$13M +$12.6M +28,381 +3,262%
DC
868
Davenport & Co
Virginia
$13M -$195K -440 -1%
IBOK
869
Independence Bank of Kentucky
Kentucky
$12.9M -$293K -660 -2%
WWP
870
WR Wealth Planners
Missouri
$12.9M +$737K +1,662 +6%
TIM
871
Tortoise Investment Management
New York
$12.9M -$128K -289 -1%
PA
872
PFG Advisors
Arizona
$12.9M +$487K +1,099 +4%
NEI
873
Northwest & Ethical Investments
Ontario, Canada
$12.9M +$2.84M +6,400 +28%
SAM
874
Silvercrest Asset Management
New York
$12.8M +$2.93M +6,618 +30%
EP
875
Edgestream Partners
New Jersey
$12.8M -$1.27M -2,856 -9%