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 %
PFG
1151
Pinnacle Financial Group
Illinois
$7.54M +$17.5K +41 +0.2%
PWP
1152
Principle Wealth Partners
Connecticut
$7.47M +$11.5K +27 +0.2%
OCM
1153
One Capital Management
California
$7.46M +$301K +705 +4%
CPIA
1154
Cornell Pochily Investment Advisors
New York
$7.44M -$956K -2,237 -11%
BHBT
1155
Burke & Herbert Bank & Trust
Virginia
$7.44M +$60.7K +142 +0.8%
PWP
1156
Perfromance Wealth Partners
Illinois
$7.43M +$358K +837 +5%
MCC
1157
Money Concepts Capital
Florida
$7.41M -$566K -1,178 -7%
FGG
1158
Financial Guidance Group
Florida
$7.39M +$85.1K +199 +1%
CWM
1159
C2C Wealth Management
Arizona
$7.36M +$227K +534 +3%
ES
1160
Eagle Strategies
New York
$7.36M +$108K +253 +1%
GFPC
1161
Global Financial Private Client
Florida
$7.34M +$301K +704 +4%
MPWT
1162
MassMutual Private Wealth & Trust
Connecticut
$7.34M +$1.6M +3,732 +28%
DWM
1163
Destination Wealth Management
California
$7.33M -$90.2K -211 -1%
CWM
1164
Congress Wealth Management
Massachusetts
$7.33M +$2.35M +5,498 +47%
JWCA
1165
J.W. Coons Advisors
Ohio
$7.32M +$427 +1 +0%
AA
1166
Advisory Alpha
Michigan
$7.28M +$180K +420 +3%
HC
1167
Hoese & Co
Minnesota
$7.27M -$16.7K -39 -0.2%
GAM
1168
Grandview Asset Management
Pennsylvania
$7.25M -$283K -663 -4%
EIG
1169
Ellenbecker Investment Group
Wisconsin
$7.25M -$167K -390 -2%
BIG
1170
Boothe Investment Group
Delaware
$7.25M +$2.55M +5,973 +54%
PCMC
1171
Paragon Capital Management (Colorado)
Colorado
$7.2M -$91.1K -213 -1%
PIMG
1172
Patriot Investment Management Group
Tennessee
$7.19M -$2.98M -6,974 -29%
SI
1173
Scharf Investments
California
$7.18M +$1.55M +3,637 +28%
SBIA
1174
Sheaff Brock Investment Advisors
Indiana
$7.18M -$542K -1,269 -7%
CSIC
1175
Clifford Swan Investment Counsel
California
$7.16M +$351K +820 +5%