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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 %
WA
1201
WBH Advisory
Maryland
$6.82M -$123K -287 -2%
ZAM
1202
Zevin Asset Management
Massachusetts
$6.76M +$6.21M +14,534 +1,128%
WCM
1203
Washington Capital Management
Washington
$6.75M -$39.8K -93 -0.6%
CAM
1204
Columbia Asset Management
Michigan
$6.69M -$1.14M -2,667 -15%
MSWMA
1205
Market Street Wealth Management Advisors
Indiana
$6.68M -$495K -1,158 -7%
CWS
1206
Cypress Wealth Services
California
$6.68M -$153K -359 -2%
BFC
1207
Bedel Financial Consulting
Indiana
$6.67M +$86.8K +203 +1%
BFO
1208
Biltmore Family Office
North Carolina
$6.66M +$46.3K +108 +0.7%
YDMI
1209
Y.D. More Investments
Israel
$6.65M +$80.8K +189 +1%
FWA
1210
FSC Wealth Advisors
New York
$6.64M -$2.98M -6,963 -31%
T
1211
TRUADVICE
Florida
$6.59M -$193K -437 -3%
NF
1212
Nvest Financial
New Hampshire
$6.59M +$13.3K +31 +0.2%
WTA
1213
Washington Trust Advisors
Massachusetts
$6.57M -$141K -329 -2%
WCM
1214
Windham Capital Management
Massachusetts
$6.56M
NLP
1215
Next Level Private
New York
$6.54M +$30.3K +71 +0.5%
SWP
1216
Summit Wealth Partners
Florida
$6.5M +$10.3K +24 +0.2%
PAM
1217
Peak Asset Management
Colorado
$6.5M -$44.5K -104 -0.7%
FNBOO
1218
First National Bank of Omaha
Nebraska
$6.49M -$54.7K -128 -0.8%
HSA
1219
HBK Sorce Advisory
Pennsylvania
$6.48M +$113K +264 +2%
CAAM
1220
Cornerstone Advisors Asset Management
Pennsylvania
$6.48M -$961K -2,247 -13%
CF
1221
Cantor Fitzgerald
New York
$6.45M +$1.03M +2,414 +19%
FFM
1222
Forum Financial Management
Illinois
$6.43M +$899K +2,102 +16%
PCM
1223
Perritt Capital Management
Illinois
$6.43M -$1.48M -3,463 -19%
ECP
1224
Epacria Capital Partners
Colorado
$6.41M
VCAM
1225
Van Cleef Asset Management
Ohio
$6.39M -$25.6K -60 -0.4%