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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 %
SAM
1326
Strategy Asset Managers
California
$5.44M -$690K -1,613 -11%
BPWM
1327
Badgley Phelps Wealth Managers
Washington
$5.43M -$279K -653 -5%
CCFCSB
1328
Cape Cod Five Cents Savings Bank
Massachusetts
$5.42M +$2.68M +6,258 +97%
CWM
1329
Capital Wealth Management
Rhode Island
$5.42M -$76.9K -180 -1%
B
1330
Bridgeworth
Alabama
$5.41M -$932K -2,181 -15%
OPWM
1331
Oxinas Partners Wealth Management
Indiana
$5.39M -$276K -646 -5%
WB
1332
West Bancorporation
Iowa
$5.36M
LWM
1333
Lyell Wealth Management
California
$5.36M +$189K +442 +4%
SMA
1334
Sage Mountain Advisors
Georgia
$5.32M +$2.34M +5,468 +78%
PWA
1335
PCG Wealth Advisors
Kansas
$5.32M -$164K -384 -3%
PCA
1336
Prosperity Capital Advisors
Ohio
$5.29M +$1.48M +3,469 +39%
PTB
1337
Pioneer Trust Bank
Oregon
$5.29M +$2.08M +4,870 +65%
DWP
1338
Daymark Wealth Partners
Ohio
$5.29M +$748K +1,750 +16%
SS
1339
Sunbelt Securities
Texas
$5.28M -$53.9K -126 -1%
W
1340
WorthPointe
California
$5.28M +$283K +662 +6%
SC
1341
Savoie Capital
Illinois
$5.26M +$5.26M +12,312 New
AIC
1342
Ayalon Insurance Company
Israel
$5.24M -$395K -921 -7%
SIC
1343
Shoker Investment Counsel
Ohio
$5.23M -$103K -241 -2%
WC
1344
Westwind Capital
New Mexico
$5.22M +$1.59M +3,727 +44%
C
1345
Cliffwater
California
$5.22M
TPW
1346
TL Private Wealth
Texas
$5.2M -$60.5K -140 -1%
B
1347
Bensler
Washington
$5.19M +$146K +342 +3%
KF
1348
Krilogy Financial
Missouri
$5.19M +$489K +1,144 +10%
MWM
1349
MinichMacGregor Wealth Management
New York
$5.19M +$308K +721 +6%
FMII
1350
Farmers & Merchants Investments Inc
Nebraska
$5.16M +$117K +273 +2%