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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 %
SP
1001
Successful Portfolios
Florida
$10.2M -$1.43M -3,231 -12%
CC
1002
Courier Capital
New York
$10.1M +$86.9K +196 +0.9%
Victory Capital Management
1003
Victory Capital Management
Texas
$10.1M +$3.19M +7,188 +46%
AWA
1004
Arkadios Wealth Advisors
Georgia
$10.1M -$273K -615 -3%
WA
1005
WestEnd Advisors
North Carolina
$10.1M +$10.1M +22,724 New
NC
1006
NBW Capital
Massachusetts
$10.1M -$1.23M -2,773 -11%
MLL
1007
Moody Lynn & Lieberson
Massachusetts
$10M +$193K +435 +2%
CF
1008
Centaurus Financial
California
$10M -$3.26M -7,351 -25%
LWM
1009
Lionsbridge Wealth Management
Florida
$10M +$496K +1,118 +5%
KIG
1010
Kowal Investment Group
Wisconsin
$10M +$426K +960 +4%
FWA
1011
FSC Wealth Advisors
New York
$9.97M +$9.52M +21,484 +2,115%
DWM
1012
Dakota Wealth Management
Florida
$9.97M +$1.95M +4,405 +24%
PA
1013
Prism Advisors
California
$9.92M +$35.9K +81 +0.4%
TCM
1014
Triumph Capital Management
Colorado
$9.91M -$1.33M -3,010 -12%
OCBCO
1015
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.89M +$513K +1,160 +5%
NFG
1016
Nations Financial Group
Iowa
$9.88M -$356K -804 -3%
CG
1017
Caprock Group
Idaho
$9.87M -$353K -793 -3%
CCG
1018
Cypress Capital Group
Florida
$9.86M +$431K +972 +5%
NL
1019
NWAM LLC
Washington
$9.86M +$2.93M +6,611 +42%
BCM
1020
Bienville Capital Management
New York
$9.86M -$522K -1,173 -5%
HR
1021
Howe & Rusling
New York
$9.86M +$104K +235 +1%
CT
1022
Cambridge Trust
Massachusetts
$9.85M -$683K -1,541 -6%
LBC
1023
Lowe Brockenbrough & Co
Virginia
$9.85M -$8.9K -20 -0.1%
CI
1024
CX Institutional
Indiana
$9.84M -$2.49M -5,614 -20%
EGM
1025
Engineers Gate Manager
New York
$9.82M -$12.8M -28,927 -57%