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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 %
MFA
976
Mayflower Financial Advisors
Massachusetts
$10.6M +$56.3K +127 +0.5%
QCM
977
Quantinno Capital Management
New York
$10.6M +$4.16M +9,381 +64%
UB
978
UMB Bank
Missouri
$10.6M +$906K +2,044 +9%
NFG
979
Nadler Financial Group
Illinois
$10.6M -$149K -337 -1%
PWM
980
Peterson Wealth Management
Nevada
$10.6M +$1.92M +4,324 +22%
OSAM
981
O'Shaughnessy Asset Management
Connecticut
$10.6M +$493K +1,112 +5%
HT
982
Heritage Trust
Oklahoma
$10.6M +$395K +892 +4%
MBFW
983
Morton Brown Family Wealth
Pennsylvania
$10.5M -$131K -295 -1%
PIMG
984
Patriot Investment Management Group
Tennessee
$10.5M -$48.8K -110 -0.5%
AI
985
Accredited Investors
Minnesota
$10.5M +$106K +239 +1%
GF
986
Gries Financial
Ohio
$10.5M -$7.09K -16 -0.1%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.5M -$118K -266 -1%
CA
988
Cresta Advisors
Texas
$10.4M +$3.51M +7,919 +51%
KFS
989
Kaizen Financial Strategies
California
$10.4M +$2.96M +6,635 +40%
BFEC
990
Benjamin F. Edwards & Company
Missouri
$10.4M +$1.48M +3,330 +16%
FTWA
991
Fifth Third Wealth Advisors
Ohio
$10.4M +$10.4M +23,515 New
FHA
992
Flagship Harbor Advisors
Massachusetts
$10.4M -$731K -1,650 -7%
IF
993
Integrity Financial
Wyoming
$10.4M +$3.85M +8,692 +59%
B
994
Bellecapital
Switzerland
$10.3M -$442K -996 -4%
KHCM
995
Kettle Hill Capital Management
New York
$10.3M +$4.88M +11,020 +90%
RVPG
996
Relative Value Partners Group
$10.3M -$489K -1,103 -5%
PA
997
Planning Alternatives
Michigan
$10.2M +$11.1K +25 +0.1%
DLG
998
Daniel L. Goodwin
$10.2M +$443K +1,000 +5%
JWA
999
JFS Wealth Advisors
Pennsylvania
$10.2M +$3.33M +7,519 +48%
SRG
1000
SBB Research Group
Illinois
$10.2M -$2.69M -6,063 -21%