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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 %
BIP
901
Blue Investment Partners
California
$11.9M +$676K +1,581 +6%
KWA
902
Kingswood Wealth Advisors
California
$11.9M -$6.31M -6,680 -35%
BIA
903
Bigelow Investment Advisors
Maine
$11.8M -$166K -389 -1%
SAM
904
Silvercrest Asset Management
New York
$11.8M -$576K -1,348 -5%
SCA
905
Sandy Cove Advisors
Massachusetts
$11.8M +$8.97M +20,991 +318%
ST
906
Spinnaker Trust
Maine
$11.8M +$339K +794 +3%
BIAS
907
Beacon Investment Advisory Services
New Jersey
$11.8M +$827K +1,935 +8%
CCM
908
Coldstream Capital Management
Washington
$11.8M +$478K +1,118 +4%
CWM
909
Cornerstone Wealth Management
Missouri
$11.8M -$1.8M -4,200 -13%
AI
910
Atom Investors
Texas
$11.8M +$5.51M +12,890 +88%
BFG
911
Bouchey Financial Group
New York
$11.8M -$169K -395 -1%
RIM
912
Rockbridge Investment Management
New York
$11.7M +$102K +239 +0.9%
ACA
913
Ascension Capital Advisors
Texas
$11.7M -$116K -272 -1%
TA
914
TKG Advisors
Indiana
$11.7M -$1.67M -3,909 -13%
OFS
915
Oldfather Financial Services
Nebraska
$11.7M -$250K -585 -2%
CAGAS
916
Capital Advisory Group Advisory Services
Minnesota
$11.6M +$193K +451 +2%
OSAM
917
O'Shaughnessy Asset Management
Connecticut
$11.6M +$1.4M +3,284 +14%
NP
918
Nilsine Partners
Colorado
$11.6M -$253K -592 -2%
NFA
919
Northern Financial Advisors
Michigan
$11.6M -$968K -2,265 -8%
NS
920
NBC Securities
Alabama
$11.6M +$11.6M +27,043 New
NCM
921
Neumann Capital Management
California
$11.6M -$332K -776 -3%
MFS
922
Monetta Financial Services
Illinois
$11.5M
AIM
923
Aspen Investment Management
Michigan
$11.5M +$1.08M +2,533 +10%
OL
924
Optas LLC
Texas
$11.5M
TCOO
925
Trust Company of Oklahoma
Oklahoma
$11.5M -$189K -442 -2%