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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 %
CSPAM
1376
Cary Street Partners Asset Management
Virginia
$4.93M -$97.5K -228 -2%
JFG
1377
JDM Financial Group
Texas
$4.92M -$1.71K -4 -0%
NAS
1378
Nicolet Advisory Services
Wisconsin
$4.91M +$607K +1,429 +14%
TI
1379
Truepoint Inc
Ohio
$4.89M +$1.61M +3,771 +49%
FWCM
1380
Ferguson Wellman Capital Management
Oregon
$4.87M -$56K -131 -1%
OIM
1381
Oder Investment Management
California
$4.86M
Kayne Anderson Rudnick Investment Management
1382
Kayne Anderson Rudnick Investment Management
California
$4.85M +$1.71K +4 +0%
EI
1383
Ellevest Inc
New York
$4.84M +$215K +502 +5%
OA
1384
Operose Advisors
Wisconsin
$4.83M +$1.12M +2,614 +30%
AIFAIM
1385
American Institute for Advanced Investment Management
Arizona
$4.82M -$488K -1,142 -9%
DBT
1386
Dubuque Bank & Trust
Iowa
$4.81M -$91.9K -215 -2%
RWA
1387
Ropes Wealth Advisors
Massachusetts
$4.8M -$296K -692 -6%
R
1388
Rebalance
California
$4.77M +$6.41K +15 +0.1%
BCB
1389
Brian C. Broderick
$4.77M
ZCM
1390
Ziegler Capital Management
Illinois
$4.77M -$200K -469 -4%
PF
1391
Phoenix Financial
Israel
$4.76M -$241K -565 -5%
CPC
1392
Consolidated Planning Corp
Georgia
$4.76M +$2.7M +6,315 +131%
EWA
1393
Etesian Wealth Advisors
Oregon
$4.76M -$38.9K -91 -0.8%
WC
1394
Weil Company
California
$4.75M +$9.4K +22 +0.2%
TFA
1395
Triad Financial Advisors
North Carolina
$4.75M -$172K -403 -3%
FVWA
1396
Foster Victor Wealth Advisors
South Carolina
$4.74M -$263K -612 -5%
WCM
1397
Windsor Capital Management
Arizona
$4.72M -$375K -877 -7%
IIM
1398
Intact Investment Management
Quebec, Canada
$4.7M
SWA
1399
Sutton Wealth Advisors
Florida
$4.69M +$18K +42 +0.4%
PPP
1400
Private Portfolio Partners
New Jersey
$4.68M +$89.3K +209 +2%