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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 %
TPCM
1551
Two Point Capital Management
New York
$3.66M +$3.37M +7,596 +1,137%
PAM
1552
Pegasus Asset Management
New York
$3.66M -$26.2K -59 -0.7%
SV
1553
Sturgeon Ventures
United Kingdom
$3.64M -$3.03M -7,028 -45%
BSA
1554
Braun Stacey Associates
New York
$3.64M -$3.64M -8,214 -50%
CWM
1555
Chesapeake Wealth Management
Virginia
$3.63M +$47.9K +108 +1%
TA
1556
TruWealth Advisors
Louisiana
$3.63M -$82.9K -187 -2%
CC
1557
Callan Capital
California
$3.62M -$397K -895 -10%
SAM
1558
Sequent Asset Management
Texas
$3.59M +$1.05M +2,361 +41%
LFA
1559
Laraway Financial Advisors
Minnesota
$3.58M -$72.3K -163 -2%
OGF
1560
Orin Green Financial
California
$3.58M
CWM
1561
Cherrydale Wealth Management
New Jersey
$3.58M +$13.3K +30 +0.4%
SSG
1562
Summit Securities Group
New York
$3.57M -$1.51M -3,418 -30%
RWP
1563
Ridgecrest Wealth Partners
California
$3.54M
MWP
1564
Madison Wealth Partners
Wisconsin
$3.54M +$12.9K +29 +0.4%
PCH
1565
PGIM Custom Harvest
New Jersey
$3.54M +$946K +2,134 +37%
CWM
1566
ClientFirst Wealth Management
Arkansas
$3.53M
DL
1567
DOHJ LLC
Washington
$3.53M -$2.58M -5,827 -42%
SWA
1568
Sightline Wealth Advisors
Connecticut
$3.52M
TI
1569
Tidal Investments
Wisconsin
$3.52M -$57.7K -130 -2%
AAS
1570
Annex Advisory Services
Wisconsin
$3.52M -$154K -347 -4%
V
1571
VeraBank
Texas
$3.52M -$3.55K -8 -0.1%
SA
1572
SL Advisors
New Jersey
$3.52M
ICP
1573
Interchange Capital Partners
Pennsylvania
$3.51M -$400K -903 -10%
SBWIC
1574
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.51M
PWP
1575
Private Wealth Partners
California
$3.5M -$284K -640 -7%