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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 %
TC
851
TAP Consulting
Missouri
$13.4M -$2.1M -4,903 -14%
HI
852
Humankind Investments
New York
$13.3M
RIG
853
Ramiah Investment Group
Wisconsin
$13.3M +$1.99M +4,655 +18%
PL
854
Polianta Ltd
Jersey
$13.3M +$13.3M +31,000 New
PFP
855
Paragon Financial Partners
California
$13.2M +$28.6K +67 +0.2%
MWM
856
MorganRosel Wealth Management
Colorado
$13.2M -$864K -2,021 -6%
GIM
857
Goelzer Investment Management
Indiana
$13.2M -$937K -2,192 -7%
SMA
858
Seven Mile Advisory
New Jersey
$13.2M +$38.5K +90 +0.3%
ECM
859
Evergreen Capital Management
Washington
$13.1M +$15K +35 +0.1%
QCM
860
Quantinno Capital Management
New York
$13.1M +$2.87M +6,713 +28%
SFS
861
Starfox Financial Services
Texas
$13.1M +$920K +2,116 +8%
MNBTD
862
Moody National Bank Trust Division
Texas
$13.1M +$939K +2,196 +8%
SB
863
Strategic Blueprint
Georgia
$13M +$824K +1,928 +7%
WAG
864
Winthrop Advisory Group
Massachusetts
$13M -$74.7K -174 -0.6%
Victory Capital Management
865
Victory Capital Management
Texas
$13M +$3.19M +7,462 +33%
Empower Advisory Group
866
Empower Advisory Group
Colorado
$13M +$180K +421 +1%
IPW
867
Invictus Private Wealth
Colorado
$12.9M +$34.2K +80 +0.3%
LSA
868
L & S Advisors
California
$12.9M -$32.5M -76,088 -72%
YIA
869
YHB Investment Advisors
Connecticut
$12.9M +$51.7K +121 +0.4%
SAS
870
Stelac Advisory Services
New York
$12.9M -$6.33M -14,584 -33%
NRC
871
New Republic Capital
North Carolina
$12.9M -$408K -954 -3%
IHWM
872
Iron Horse Wealth Management
Iowa
$12.8M +$601K +1,405 +5%
BEC
873
Blue Edge Capital
Virginia
$12.8M +$125K +292 +1%
Legal & General Group
874
Legal & General Group
United Kingdom
$12.8M
HIIFS
875
Harel Insurance Investments & Financial Services
Israel
$12.7M -$1.04M -2,422 -8%