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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 %
EWA
1551
EverSource Wealth Advisors
Alabama
$3.6M +$829K +1,939 +30%
WP
1552
WMS Partners
Maryland
$3.6M +$3.85K +9 +0.1%
MSA
1553
McAlister Sweet & Associates
Texas
$3.6M -$24.4K -57 -0.7%
AA
1554
Auxano Advisors
Washington
$3.6M -$2.5M -5,848 -41%
M
1555
MetLife
New York
$3.59M -$18.4K -43 -0.5%
TVWM
1556
Tower View Wealth Management
Wisconsin
$3.59M -$49.6K -116 -1%
DWP
1557
Destiny Wealth Partners
Florida
$3.59M -$8.55K -20 -0.2%
HPIA
1558
Hamilton Point Investment Advisors
North Carolina
$3.59M
APW
1559
Aurora Private Wealth
New Jersey
$3.58M +$422K +987 +13%
AIMC
1560
Alley Investment Management Company
Illinois
$3.58M -$22.7K -53 -0.6%
MP
1561
McDonald Partners
Ohio
$3.57M -$10.7K -25 -0.3%
LFG
1562
Lockerman Financial Group
California
$3.56M +$244K +571 +7%
KCFA
1563
Key Client Fiduciary Advisors
New Jersey
$3.55M +$447K +1,046 +14%
NL
1564
NVWM LLC
Pennsylvania
$3.52M +$746K +1,745 +27%
RWM
1565
RKL Wealth Management
Pennsylvania
$3.52M -$278K -651 -7%
PAM
1566
Pegasus Asset Management
New York
$3.52M -$6.41K -15 -0.2%
TA
1567
TruWealth Advisors
Louisiana
$3.52M +$19.7K +46 +0.6%
BFG
1568
Berger Financial Group
Minnesota
$3.51M -$235K -549 -6%
SV
1569
Sturgeon Ventures
United Kingdom
$3.51M -$97.5K -228 -3%
BSA
1570
Braun Stacey Associates
New York
$3.51M
GA
1571
GSG Advisors
New Jersey
$3.5M +$3.5M +8,182 New
YAM
1572
Yacktman Asset Management
Texas
$3.48M +$1.71M +4,011 +97%
G
1573
Gainplan
Michigan
$3.48M -$66M -154,389 -95%
AC
1574
Apella Capital
Connecticut
$3.48M +$195K +457 +6%
AAS
1575
Annex Advisory Services
Wisconsin
$3.47M +$73.1K +171 +2%