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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 %
MFA
1026
Mayflower Financial Advisors
Massachusetts
$9.38M -$882K -2,064 -9%
LCM
1027
LVM Capital Management
Michigan
$9.38M +$282K +660 +3%
LBC
1028
Lowe Brockenbrough & Co
Virginia
$9.37M -$122K -284 -1%
BV
1029
Boxwood Ventures
Illinois
$9.37M
TWA
1030
Tandem Wealth Advisors
Arizona
$9.36M +$156K +366 +2%
BWM
1031
Bulltick Wealth Management
Florida
$9.35M +$997K +2,325 +12%
OIA
1032
Optimum Investment Advisors
Illinois
$9.34M +$66.7K +156 +0.7%
FFM
1033
Fullerton Fund Management
Singapore
$9.32M +$9.32M +21,811 New
CCG
1034
Cypress Capital Group
Florida
$9.32M -$196K -458 -2%
GWANC
1035
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.32M -$6.01K -14 -0.1%
CIA
1036
Compass Ion Advisors
Pennsylvania
$9.3M +$7.06M +16,514 +315%
NL
1037
NWAM LLC
Washington
$9.3M -$213K -498 -2%
Kovitz Investment Group Partners
1038
Kovitz Investment Group Partners
Illinois
$9.29M -$1.2M -2,804 -11%
ACI
1039
Alpha Cubed Investments
California
$9.29M +$256K +599 +3%
BAM
1040
Berkshire Asset Management
Pennsylvania
$9.27M +$54.7K +128 +0.6%
FA
1041
Forefront Analytics
Pennsylvania
$9.25M +$802K +1,877 +9%
NRI
1042
NFP Retirement Inc
California
$9.22M +$3.14M +7,357 +52%
PA
1043
Planning Alternatives
Michigan
$9.22M -$653K -1,527 -7%
CCA
1044
Childress Capital Advisors
Texas
$9.22M +$1.22M +2,848 +15%
BCM
1045
Bienville Capital Management
New York
$9.21M -$296K -689 -3%
KJHP
1046
K.J. Harrison & Partners
Ontario, Canada
$9.16M +$68.4K +160 +0.8%
CI
1047
Cordant Inc
Oregon
$9.13M -$155K -363 -2%
ACA
1048
Atlas Capital Advisors
Wyoming
$9.12M -$86.8K -203 -0.9%
RZH
1049
Relyea Zuckerberg Hanson
Connecticut
$9.12M +$275K +643 +3%
MLL
1050
Moody Lynn & Lieberson
Massachusetts
$9.1M -$578K -1,351 -6%