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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 %
PWMG
976
Provence Wealth Management Group
California
$10.6M -$698K -1,634 -6%
FPGK
977
Financial Partners Group (Kansas)
Kansas
$10.6M -$63.3K -146 -0.6%
WSTAM
978
Wilbanks Smith & Thomas Asset Management
Virginia
$10.5M -$3.93M -9,183 -27%
CAM
979
Cacti Asset Management
Georgia
$10.5M
SC
980
SouthState Corp
Florida
$10.5M +$32.1K +75 +0.3%
PFA
981
Pathway Financial Advisors
Vermont
$10.5M -$200K -467 -2%
PCG
982
Prosperity Consulting Group
Maryland
$10.5M +$9.21M +21,536 +722%
DIG
983
DeepCurrents Investment Group
New York
$10.4M +$10.4M +24,422 New
SCM
984
Stordahl Capital Management
Colorado
$10.4M -$126K -294 -1%
GF
985
Gries Financial
Ohio
$10.4M +$265K +620 +3%
BSG
986
Black Swift Group
Colorado
$10.4M +$2.55M +5,957 +32%
UB
987
UMB Bank
Missouri
$10.4M +$171K +400 +2%
IF
988
Integrity Financial
Wyoming
$10.3M +$354K +827 +4%
CFM
989
Comprehensive Financial Management
California
$10.3M
AWA
990
Aaron Wealth Advisors
Illinois
$10.3M -$173K -404 -2%
TFCP
991
Twin Focus Capital Partners
Massachusetts
$10.2M -$2.93M -6,845 -22%
AP
992
Americana Partners
Texas
$10.2M +$4.05M +11,033 +66%
RA
993
RFG Advisory
Alabama
$10.2M +$3.42M +8,000 +51%
AI
994
Accredited Investors
Minnesota
$10.2M -$10.3K -24 -0.1%
BFEC
995
Benjamin F. Edwards & Company
Missouri
$10.2M +$100K +235 +1%
HT
996
Heritage Trust
Oklahoma
$10.2M -$39.8K -93 -0.4%
NFG
997
Nadler Financial Group
Illinois
$10.1M -$87.2K -204 -0.9%
WIA
998
World Investment Advisors
California
$10.1M -$1.58M -3,692 -14%
IAIM
999
International Assets Investment Management
Florida
$10.1M +$757K +1,776 +8%
CWC
1000
Carolinas Wealth Consulting
North Carolina
$10.1M -$1.53M -3,657 -13%