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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 %
LWM
1451
Laidlaw Wealth Management
New York
$4.37M +$616K +1,390 +16%
RT
1452
Rockland Trust
Massachusetts
$4.37M -$177K -400 -4%
GFG
1453
Goldstone Financial Group
Illinois
$4.36M -$248K -559 -5%
RRA
1454
Round Rock Advisors
Connecticut
$4.35M -$108K -243 -2%
DWM
1455
Defined Wealth Management
Oregon
$4.35M +$82K +185 +2%
COCM
1456
Charter Oak Capital Management
New Hampshire
$4.33M -$86K -194 -2%
SFP
1457
Sandbox Financial Partners
Maryland
$4.32M +$414K +933 +11%
ZB
1458
Zions Bancorporation
Utah
$4.31M +$248K +560 +6%
JAG
1459
Journey Advisory Group
Kentucky
$4.3M -$884K -1,993 -17%
SVWAG
1460
Sound View Wealth Advisors Group
Georgia
$4.29M +$163K +367 +4%
PSCM
1461
Per Stirling Capital Management
Texas
$4.28M +$823K +1,856 +24%
AAIM
1462
Asset Advisors Investment Management
Georgia
$4.26M +$443 +1 +0%
CAM
1463
Cozad Asset Management
Illinois
$4.25M +$25.7K +58 +0.6%
PP
1464
Paloma Partners
Connecticut
$4.25M +$2.31M +5,207 +119%
PIM
1465
Parker Investment Management
California
$4.25M -$131K -296 -3%
WP
1466
WealthSource Partners
California
$4.24M +$60.7K +137 +1%
UW
1467
Unique Wealth
Florida
$4.24M +$691K +1,559 +19%
CD
1468
Chapin Davis
Maryland
$4.23M -$404K -911 -9%
VA
1469
Valmark Advisers
Ohio
$4.22M +$62.1K +140 +1%
LNB
1470
Ledyard National Bank
$4.19M +$145K +328 +4%
BHWM
1471
Beaird Harris Wealth Management
Texas
$4.19M -$232K -523 -5%
MMHP
1472
Murphy Middleton Hinkle & Parker
Georgia
$4.19M +$2.66K +6 +0.1%
DDPIC
1473
Deroy & Devereaux Private Investment Counsel
Michigan
$4.18M +$311K +701 +8%
GIA
1474
Guyasuta Investment Advisors
Pennsylvania
$4.17M +$252K +569 +6%
BWM
1475
Baron Wealth Management
Michigan
$4.16M +$13.3K +30 +0.3%