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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 %
SIA
926
Soltis Investment Advisors
Utah
$11.7M -$460K -1,037 -4%
PMFA
927
Plante Moran Financial Advisors
Michigan
$11.6M +$179K +404 +2%
DJSG
928
D.J. St. Germain
Massachusetts
$11.6M +$11.6M +26,233 New
GAM
929
GEM Asset Management
Michigan
$11.6M +$1.77K +4 +0%
MWM
930
Mission Wealth Management
California
$11.6M -$411K -928 -3%
HFS
931
Howard Financial Services
Texas
$11.6M +$418K +942 +4%
FWC
932
First Washington Corp
Washington
$11.6M
SIC
933
Salem Investment Counselors
North Carolina
$11.5M +$242K +544 +2%
BC
934
Belmont Capital
California
$11.5M +$94.9K +214 +0.8%
CHJWM
935
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.5M -$272K -608 -2%
RIL
936
Rothschild Investment LLC
Illinois
$11.5M -$637K -1,436 -5%
WA
937
Wealth Architects
California
$11.4M -$13.7K -31 -0.1%
PP
938
Patten & Patten
Tennessee
$11.4M -$119K -268 -1%
PWM
939
Palumbo Wealth Management
New York
$11.4M -$121K -273 -1%
HWA
940
Hillcrest Wealth Advisors
New Jersey
$11.4M -$776K -1,750 -6%
GWSG
941
GPS Wealth Strategies Group
Colorado
$11.4M +$24.8K +56 +0.2%
AA
942
AlphaMark Advisors
Kentucky
$11.4M -$147K -331 -1%
BIAS
943
Beacon Investment Advisory Services
New Jersey
$11.4M +$101K +227 +0.9%
EAM
944
Evanson Asset Management
California
$11.3M -$237K -534 -2%
SCM
945
Schnieders Capital Management
California
$11.3M +$120K +270 +1%
P
946
Pitcairn
Pennsylvania
$11.3M -$206K -465 -2%
CC
947
Cornerstone Capital
California
$11.2M +$10.3M +23,133 +1,085%
CFO
948
Custos Family Office
Texas
$11.2M +$1.05M +2,366 +10%
SAI
949
Systematic Alpha Investments
New Jersey
$11.2M
SAG
950
SageView Advisory Group
California
$11.2M +$3.12M +7,028 +39%