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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 %
TFGT
1051
TS Financial Group (TSFG)
Illinois
$9.09M +$414K +968 +5%
VHAM
1052
Van Hulzen Asset Management
California
$9.08M -$3.19M -7,470 -26%
SBH
1053
Segall Bryant & Hamill
Illinois
$8.98M +$459K +1,073 +5%
NWA
1054
Navis Wealth Advisors
New York
$8.97M -$20.1K -47 -0.2%
BB
1055
Bell Bank
North Dakota
$8.96M -$199K -465 -2%
LWANC
1056
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.94M -$1.19M -2,781 -12%
UFA
1057
US Financial Advisors
Massachusetts
$8.94M +$12.4K +29 +0.1%
GWP
1058
Gateway Wealth Partners
Wisconsin
$8.94M -$271K -635 -3%
CG
1059
Cutler Group
California
$8.93M +$5M +11,700 +127%
WBC
1060
West Branch Capital
Massachusetts
$8.91M -$224K -523 -2%
LSPW
1061
Lake Street Private Wealth
Illinois
$8.9M +$446K +1,041 +5%
MA
1062
MONECO Advisors
Connecticut
$8.9M -$374K -876 -4%
MFG
1063
Mainsail Financial Group
Washington
$8.88M +$505K +1,182 +6%
BG
1064
Bollard Group
Massachusetts
$8.85M +$7.99M +7,408 +926%
HR
1065
Howe & Rusling
New York
$8.82M -$685K -1,603 -7%
WPA
1066
West Paces Advisors
Georgia
$8.81M -$232K -543 -3%
CT
1067
Coastline Trust
Rhode Island
$8.8M -$425K -994 -5%
KTA
1068
Keeley-Teton Advisors
Illinois
$8.77M +$96.2K +225 +1%
HH
1069
Hilltop Holdings
Texas
$8.77M +$3.09M +7,231 +54%
MAM
1070
McLean Asset Management
Virginia
$8.76M +$2.17K +5 +0%
USB
1071
Union Savings Bank
Connecticut
$8.74M -$54.3K -127 -0.6%
AA
1072
Ancora Advisors
Ohio
$8.7M -$94K -220 -1%
MIM
1073
Marco Investment Management
Georgia
$8.69M +$61.6K +144 +0.7%
SI
1074
SimpliFi Inc
California
$8.68M -$386K -903 -4%
SMH
1075
Sanders Morris Harris
Texas
$8.67M +$8.27M +19,421 +2,042%