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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 %
CWM
1301
Capital Wealth Management
Rhode Island
$5.7M +$89.5K +202 +2%
TCOV
1302
Trust Company of Vermont
Vermont
$5.69M -$2.36M -5,324 -29%
PWA
1303
PCG Wealth Advisors
Kansas
$5.69M -$215K -486 -4%
CCP
1304
Corbin Capital Partners
New York
$5.67M
SIM
1305
Strategic Investment Management
Virginia
$5.64M
CFGF
1306
Compass Financial Group (Florida)
Florida
$5.64M +$364K +5,515 +7%
AGP
1307
Autumn Glory Partners
Texas
$5.63M +$1.2M +2,706 +27%
CF
1308
Cantor Fitzgerald
New York
$5.62M -$348K -784 -6%
AAMC
1309
Asset Allocation & Management Company
Illinois
$5.62M +$3.14M +7,073 +126%
LMKC
1310
L.M. Kohn & Company
Ohio
$5.61M +$2.65M +5,968 +89%
WEG
1311
World Equity Group
Illinois
$5.59M -$268M -604,305 -98%
LGA
1312
Lebenthal Global Advisors
New York
$5.57M -$6.76M -15,247 -55%
FAG
1313
Fortitude Advisory Group
Washington
$5.57M -$540K -1,219 -9%
WB
1314
West Bancorporation
Iowa
$5.56M +$176K +396 +3%
LCGC
1315
Legacy Capital Group California
California
$5.53M +$4.7M +10,595 +561%
BONH
1316
Bank of New Hampshire
New Hampshire
$5.53M +$69.6K +157 +1%
SS
1317
Sunbelt Securities
Texas
$5.53M +$37.7K +85 +0.7%
SIC
1318
Shoker Investment Counsel
Ohio
$5.53M -$289K -652 -5%
WCFA
1319
Walkner Condon Financial Advisors
Wisconsin
$5.53M -$377K -850 -6%
MSAM
1320
Moloney Securities Asset Management
Missouri
$5.51M +$132K +297 +2%
AIFAIM
1321
American Institute for Advanced Investment Management
Arizona
$5.51M +$12.9K +29 +0.2%
LTL
1322
Lowery Thomas LLC
California
$5.49M +$30.1K +68 +0.6%
UAS
1323
United Asset Strategies
New York
$5.48M -$178K -401 -3%
CW
1324
CIC Wealth
Maryland
$5.46M +$297K +671 +6%
AAM
1325
Ameraudi Asset Management
New York
$5.43M -$231K -520 -4%