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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 %
CCFM
1351
Clear Creek Financial Management
Washington
$5.23M -$157K -354 -3%
FMII
1352
Farmers & Merchants Investments Inc
Nebraska
$5.23M +$1.07M +2,418 +26%
RA
1353
Rockingstone Advisors
Massachusetts
$5.22M +$133K +300 +3%
CSPAM
1354
Cary Street Partners Asset Management
Virginia
$5.22M -$29.7K -67 -0.6%
SWP
1355
Strategic Wealth Partners
Ohio
$5.21M +$3.05M +6,870 +141%
AWA
1356
Amplius Wealth Advisors
Pennsylvania
$5.2M -$277K -624 -5%
BRC
1357
Bishop Rock Capital
New York
$5.2M
CFP
1358
Catalyst Financial Partners
Massachusetts
$5.19M -$177K -399 -3%
PF
1359
Phoenix Financial
Israel
$5.19M -$910K -2,054 -15%
HWM
1360
Hohimer Wealth Management
Washington
$5.18M -$525K -1,185 -9%
KCM
1361
KLK Capital Management
California
$5.18M -$281K -635 -5%
W
1362
WorthPointe
California
$5.18M -$762K -1,719 -13%
FCCM
1363
First City Capital Management
Georgia
$5.17M +$98.4K +222 +2%
CWM
1364
Congress Wealth Management
Massachusetts
$5.17M -$1.09M -2,461 -17%
FVWA
1365
Foster Victor Wealth Advisors
South Carolina
$5.16M +$4.61M +10,410 +846%
PC
1366
Port Capital
Illinois
$5.15M +$145K +326 +3%
ZCM
1367
Ziegler Capital Management
Illinois
$5.15M -$354K -799 -6%
GCA
1368
Guardian Capital Advisors
Ontario, Canada
$5.14M -$30.3K -68 -0.6%
BFA
1369
Bragg Financial Advisors
North Carolina
$5.13M +$240K +541 +5%
CGH
1370
CMG Global Holdings
Texas
$5.13M -$5.32K -12 -0.1%
AFAS
1371
Acorn Financial Advisory Services
Virginia
$5.13M +$443 +1 +0%
ACM
1372
Armbruster Capital Management
New York
$5.12M -$146K -330 -3%
PAM
1373
Private Asset Management
California
$5.11M -$1.27M -2,870 -20%
FWCM
1374
Ferguson Wellman Capital Management
Oregon
$5.11M +$277K +626 +6%
TFA
1375
Triad Financial Advisors
North Carolina
$5.11M +$3.99K +9 +0.1%