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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 %
BLC
926
Brown, Lisle/Cummings
Rhode Island
$11.4M -$10.7K -25 -0.1%
BC
927
Belmont Capital
California
$11.4M +$332K +777 +3%
IWP
928
Icon Wealth Partners
Texas
$11.4M -$59.8K -140 -0.5%
TCM
929
Towercrest Capital Management
Pennsylvania
$11.4M -$357K -834 -3%
FTWA
930
Fifth Third Wealth Advisors
Ohio
$11.4M +$1.36M +3,178 +14%
CFAM
931
Coury Firm Asset Management
Pennsylvania
$11.4M -$112K -262 -1%
WA
932
WestEnd Advisors
North Carolina
$11.4M +$1.66M +3,887 +17%
EWA
933
Exencial Wealth Advisors
Oklahoma
$11.4M -$3.75M -8,776 -25%
PWM
934
Peterson Wealth Management
Nevada
$11.3M +$1.13M +2,640 +11%
FCP
935
Fidelis Capital Partners
Florida
$11.3M
AP
936
Appleton Partners
Massachusetts
$11.3M -$348K -813 -3%
SIC
937
Salem Investment Counselors
North Carolina
$11.3M +$191K +446 +2%
FCMC
938
Founders Capital Management (Connecticut)
Connecticut
$11.3M
BMCM
939
Bryn Mawr Capital Management
Pennsylvania
$11.3M -$279K -652 -2%
PE
940
Point72 Europe
United Kingdom
$11.3M +$11.3M +26,371 New
GAM
941
GEM Asset Management
Michigan
$11.2M +$38.9K +91 +0.3%
PA
942
PFG Advisors
Arizona
$11.2M -$1.19M -2,773 -10%
MWM
943
Mission Wealth Management
California
$11.2M +$41K +96 +0.4%
AM
944
AGF Management
Ontario, Canada
$11.2M -$120K -280 -1%
EAM
945
Erste Asset Management
Austria
$11.2M -$5.81M -13,589 -34%
TCA
946
Transcend Capital Advisors
New Jersey
$11.2M +$456K +1,067 +4%
FWC
947
First Washington Corp
Washington
$11.2M
PIM
948
Penobscot Investment Management
Massachusetts
$11.1M +$442K +1,034 +4%
GSC
949
G&S Capital
Colorado
$11.1M -$1.86M -4,343 -14%
S
950
Syntrinsic
Colorado
$11.1M +$11.1M +26,043 New