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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 %
KCM
1451
Kanawha Capital Management
Virginia
$4.26M -$522K -1,222 -11%
DMC
1452
Drexel Morgan & Co
Pennsylvania
$4.26M
SIM
1453
Strategic Investment Management
Virginia
$4.26M -$867K -2,110 -17%
PFG
1454
Pacific Financial Group
Washington
$4.25M +$21.4K +50 +0.5%
WP
1455
WealthSource Partners
California
$4.25M +$158K +369 +4%
LFG
1456
Leverty Financial Group
Wisconsin
$4.24M -$154K -360 -4%
PFT
1457
Providence First Trust
Arizona
$4.24M
KA
1458
Kearns & Associates
California
$4.24M -$29.1K -68 -0.7%
TNA
1459
True North Advisors
Texas
$4.24M +$324K +758 +8%
UL
1460
Unionview LLC
Washington
$4.23M +$12.4K +29 +0.3%
RC
1461
Roundview Capital
New Jersey
$4.22M -$108K -252 -2%
GFG
1462
Goldstone Financial Group
Illinois
$4.22M +$12.4K +29 +0.3%
DWM
1463
Defined Wealth Management
Oregon
$4.21M +$17.1K +40 +0.4%
FPAS
1464
Focus Partners Advisor Solutions
Missouri
$4.21M -$111K -260 -3%
SAM
1465
S.A. Mason
Michigan
$4.2M -$45.7K -107 -1%
FIB
1466
First Interstate Bank
Montana
$4.19M -$550K -1,286 -12%
CFP
1467
Cypress Financial Planning
New Jersey
$4.19M -$129K -301 -3%
CCWM
1468
Cassaday & Co Wealth Management
Virginia
$4.18M +$557K +1,304 +15%
OIM
1469
Orca Investment Management
Oregon
$4.18M +$380K +889 +10%
RRA
1470
Round Rock Advisors
Connecticut
$4.18M -$16.7K -39 -0.4%
JWBC
1471
J.W. Burns & Co
New York
$4.16M +$225K +526 +6%
RT
1472
Rockland Trust
Massachusetts
$4.15M -$63.7K -149 -2%
HWM
1473
Hohimer Wealth Management
Washington
$4.11M -$887K -2,074 -18%
CC
1474
Callan Capital
California
$4.1M +$612K +1,432 +18%
BSC
1475
Brown Shipley & Co
United Kingdom
$4.09M -$134K -314 -3%