SPY icon

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 %
American Century Companies
1501
American Century Companies
Missouri
$3.92M -$1.84M -4,314 -32%
AHB
1502
Abner Herrman & Brock
New Jersey
$3.91M +$3.23M +7,552 +474%
SC
1503
Steph & Co
Wisconsin
$3.91M -$20.5K -48 -0.5%
PSCM
1504
P&S Credit Management
New York
$3.91M +$3.91M +9,136 New
MFA
1505
Millington Financial Advisors
Illinois
$3.9M +$427 +1 +0%
WA1
1506
Wimmer Associates 1
California
$3.85M -$150K -351 -4%
BHWM
1507
Bar Harbor Wealth Management
New Hampshire
$3.85M -$73.1K -171 -2%
MIM
1508
MTM Investment Management
South Carolina
$3.85M +$25.2K +59 +0.7%
BWA
1509
BlueSky Wealth Advisors
North Carolina
$3.85M -$84.6K -198 -2%
BCM
1510
Bluefin Capital Management
New York
$3.85M +$3.5M +8,179 +996%
RCAG
1511
Rehmann Capital Advisory Group
Michigan
$3.84M -$16.7K -39 -0.4%
COCM
1512
Charter Oak Capital Management
New Hampshire
$3.84M -$339K -792 -8%
CAM
1513
Concorde Asset Management
Michigan
$3.83M +$3.42M +8,008 +835%
UBV
1514
United Bank (Virginia)
Virginia
$3.83M +$98.3K +230 +3%
BA
1515
Bridge Advisory
California
$3.82M +$3.53M +8,260 +1,209%
NF
1516
Nikulski Financial
Iowa
$3.82M -$21.4K -50 -0.6%
GPA
1517
Guidance Point Advisors
Massachusetts
$3.81M +$184K +430 +5%
AC
1518
ASB Consultores
Florida
$3.8M -$13.6M -31,783 -78%
W
1519
WPWealth
Texas
$3.8M +$47.9K +112 +1%
WA
1520
Wealthstream Advisors
New York
$3.8M +$7.27K +17 +0.2%
SHFP
1521
Second Half Financial Partners
Florida
$3.78M -$693K -1,622 -15%
RGC
1522
Roberts, Glore & Co
Illinois
$3.74M -$557K -1,302 -13%
Capital World Investors
1523
Capital World Investors
California
$3.74M +$682K +1,591 +22%
HGERS
1524
Householder Group Estate & Retirement Specialist
Arizona
$3.73M +$3.73M +8,733 New
DF
1525
Dunhill Financial
United Kingdom
$3.73M +$55.2K +127 +2%