SPY icon

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 %
MWP
1001
MYCIO Wealth Partners
Pennsylvania
$10M +$759K +1,776 +8%
AA
1002
AlphaMark Advisors
Kentucky
$9.97M -$992K -2,321 -9%
MBFW
1003
Morton Brown Family Wealth
Pennsylvania
$9.95M -$220K -515 -2%
GWSG
1004
GPS Wealth Strategies Group
Colorado
$9.91M -$1.07M -2,499 -10%
JWA
1005
JFS Wealth Advisors
Pennsylvania
$9.87M +$27.8K +65 +0.3%
SP
1006
Successful Portfolios
Florida
$9.8M -$13.3K -31 -0.1%
PFA
1007
Pinnacle Family Advisors
Missouri
$9.79M +$5.55M +12,984 +131%
KIG
1008
Kowal Investment Group
Wisconsin
$9.77M +$120K +280 +1%
CT
1009
Cambridge Trust
Massachusetts
$9.76M +$257K +601 +3%
SWA
1010
SFMG Wealth Advisors
Texas
$9.74M -$839K -1,962 -8%
TYCC
1011
Texas Yale Capital Corp
Florida
$9.66M -$904K -2,115 -9%
NFG
1012
Nations Financial Group
Iowa
$9.66M +$137K +321 +1%
CG
1013
Cynosure Group
Utah
$9.66M +$395K +923 +4%
KFS
1014
Kaizen Financial Strategies
California
$9.62M -$378K -884 -4%
UW
1015
Unique Wealth
Florida
$9.61M +$5.52M +12,920 +135%
RFM
1016
Royal Fund Management
Florida
$9.61M +$9.21M +21,542 +2,321%
FHA
1017
Flagship Harbor Advisors
Massachusetts
$9.59M -$420K -982 -4%
BA
1018
Bristlecone Advisors
Washington
$9.58M -$10.5M -24,646 -52%
FA
1019
Fiducient Advisors
Illinois
$9.56M +$1.93M +4,511 +25%
NC
1020
NBW Capital
Massachusetts
$9.56M -$145K -340 -1%
PA
1021
Prism Advisors
California
$9.55M -$14.1K -33 -0.1%
CI
1022
CX Institutional
Indiana
$9.49M +$1.71K +4 +0%
CG
1023
Caprock Group
Idaho
$9.49M -$25.7K -60 -0.3%
GC
1024
Grimes & Company
Massachusetts
$9.46M +$155K +363 +2%
KWM
1025
Kingsview Wealth Management
Oregon
$9.41M +$2.86M +6,681 +44%