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 %
EF
1526
Empowered Funds
Pennsylvania
$3.71M +$3.71M +8,685 New
PAA
1527
Peregrine Asset Advisers
Oregon
$3.71M +$595K +1,392 +19%
GSIAS
1528
Garden State Investment Advisory Services
New Jersey
$3.7M +$16.7K +39 +0.5%
KCM
1529
KLK Capital Management
California
$3.7M -$1.29M -3,021 -26%
SRC
1530
Sage Rhino Capital
California
$3.7M +$12.8K +30 +0.3%
MPCL
1531
My Personal CFO LLC
Washington
$3.69M
SWA
1532
Sightline Wealth Advisors
Connecticut
$3.69M +$11.1K +26 +0.3%
BWM
1533
Baron Wealth Management
Michigan
$3.69M -$322K -753 -8%
WIM
1534
Waycross Investment Management
Washington
$3.68M +$23.1K +54 +0.6%
AAIM
1535
Asset Advisors Investment Management
Georgia
$3.67M -$440K -1,030 -11%
CCG
1536
Capital CS Group
California
$3.66M -$248K -581 -6%
CFO
1537
Colony Family Offices
North Carolina
$3.65M -$86.2K -201 -2%
AWM
1538
Accurate Wealth Management
Florida
$3.65M -$1.3M -2,972 -26%
CF
1539
Clarity Financial
Texas
$3.65M +$99.6K +233 +3%
SAM
1540
Sequent Asset Management
Texas
$3.64M +$171K +400 +5%
BW
1541
Bison Wealth
Georgia
$3.64M -$334K -782 -8%
LIM
1542
Loudon Investment Management
New Hampshire
$3.63M -$39.8K -93 -1%
NG
1543
NWK Group
California
$3.63M +$89.8K +210 +3%
DCM
1544
Donaldson Capital Management
Indiana
$3.62M -$55.6K -130 -2%
OFG
1545
Omega Financial Group
California
$3.62M -$17.5K -41 -0.5%
AFAS
1546
Acorn Financial Advisory Services
Virginia
$3.62M -$1.33M -3,111 -27%
FLI
1547
Family Legacy Inc
South Carolina
$3.62M -$101K -236 -3%
WAM
1548
Weinberger Asset Management
California
$3.62M -$25.7K -60 -0.7%
SCM
1549
Sterneck Capital Management
Missouri
$3.61M -$157K -367 -4%
CP
1550
Castleview Partners
Texas
$3.61M -$1.45M -3,398 -29%