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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 %
KJHP
1051
K.J. Harrison & Partners
Ontario, Canada
$9.4M
WPA
1052
West Paces Advisors
Georgia
$9.37M -$401K -905 -4%
IGWM
1053
ICA Group Wealth Management
Colorado
$9.37M +$1.72M +3,883 +23%
ACI
1054
Alpha Cubed Investments
California
$9.37M -$212K -478 -2%
NWA
1055
Navis Wealth Advisors
New York
$9.32M -$3.65M -8,227 -28%
BWP
1056
Balboa Wealth Partners
Arizona
$9.3M +$1.75M +3,937 +23%
UFA
1057
US Financial Advisors
Massachusetts
$9.25M -$68.7K -155 -0.7%
LFAS
1058
Level Four Advisory Services
Texas
$9.2M +$231K +520 +3%
RZH
1059
Relyea Zuckerberg Hanson
Connecticut
$9.17M -$376K -848 -4%
CGPCS
1060
Capital Group Private Client Services
California
$9.13M +$346K +781 +4%
AA
1061
Ancora Advisors
Ohio
$9.12M +$5.32K +12 +0.1%
SCM
1062
Shapiro Capital Management
Georgia
$9.09M -$2.35M -5,300 -21%
RBFC
1063
Roman Butler Fullerton & Co
Missouri
$9.01M -$791K -1,738 -8%
TFGT
1064
TS Financial Group (TSFG)
Illinois
$9M +$422K +952 +5%
KTA
1065
Keeley-Teton Advisors
Illinois
$8.99M -$1.03M -2,322 -10%
MIM
1066
Marco Investment Management
Georgia
$8.95M +$131K +295 +1%
MAM
1067
McLean Asset Management
Virginia
$8.93M -$26.6K -60 -0.3%
SWA
1068
Stratos Wealth Advisors
Ohio
$8.92M +$238K +537 +3%
QPBE
1069
Quintet Private Bank (Europe)
Luxembourg
$8.91M -$253K -569 -3%
LCWP
1070
Legacy Capital Wealth Partners
Arkansas
$8.87M -$4.13M -9,320 -32%
PM
1071
Precept Management
Texas
$8.87M -$10.6M -24,000 -55%
Point72 Asset Management
1072
Point72 Asset Management
Connecticut
$8.87M -$89.1K -201 -1%
SBH
1073
Segall Bryant & Hamill
Illinois
$8.84M -$2.03M -4,579 -19%
DI
1074
DFPG Investments
Utah
$8.8M -$41K -90 -0.5%
CFA
1075
Camarda Financial Advisors
Florida
$8.78M -$7.75M -17,487 -47%