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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 %
RBFC
1076
Roman Butler Fullerton & Co
Missouri
$8.66M +$113K +262 +1%
MC
1077
Moors & Cabot
Massachusetts
$8.65M +$279K +652 +3%
EIP
1078
Ellis Investment Partners
Pennsylvania
$8.64M +$321K +752 +4%
KWM
1079
KFG Wealth Management
Indiana
$8.62M -$5.87M -13,726 -40%
BTWM
1080
Baker Tilly Wealth Management
Wisconsin
$8.62M -$6.12M -14,325 -42%
FMC
1081
First Merchants Corp
Indiana
$8.6M +$350K +818 +4%
IFWM
1082
Institute for Wealth Management
Colorado
$8.6M +$1.2M +2,815 +16%
IGWM
1083
ICA Group Wealth Management
Colorado
$8.6M -$436K -1,020 -5%
PM
1084
Precept Management
Texas
$8.55M
MG
1085
Mather Group
Illinois
$8.51M -$2.04M -4,771 -19%
QPBE
1086
Quintet Private Bank (Europe)
Luxembourg
$8.47M -$110K -257 -1%
SFG
1087
Summit Financial Group
West Virginia
$8.46M +$124K +291 +1%
CFA
1088
Camarda Financial Advisors
Florida
$8.44M -$26.5K -62 -0.3%
SPWM
1089
Schrum Private Wealth Management
Florida
$8.41M +$57.7K +135 +0.7%
LMKC
1090
L.M. Kohn & Company
Ohio
$8.39M +$2.97M +6,956 +55%
PWM
1091
Paulson Wealth Management
Illinois
$8.37M -$3.85K -9 -0%
GBT
1092
Grove Bank & Trust
Florida
$8.37M +$650K +1,521 +8%
RWB
1093
RMR Wealth Builders
New Jersey
$8.35M +$448K +1,047 +6%
GGI
1094
Godsey & Gibb Inc
Virginia
$8.33M -$130K -304 -2%
PA
1095
Perennial Advisors
New York
$8.33M +$557K +1,302 +7%
BWP
1096
Balboa Wealth Partners
Arizona
$8.32M -$644K -1,507 -7%
DI
1097
DFPG Investments
Utah
$8.32M -$65.9K -152 -0.8%
RPWA
1098
Regent Peak Wealth Advisors
Georgia
$8.29M -$135K -316 -2%
WDG
1099
Wealth Dimensions Group
Ohio
$8.25M -$166K -388 -2%
PI
1100
PFG Investments
New York
$8.25M +$1.14M +2,658 +16%