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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 %
CWM
1576
Cherrydale Wealth Management
New Jersey
$3.46M +$12.4K +29 +0.4%
CPW
1577
Catalyst Private Wealth
California
$3.45M +$271K +633 +9%
MFS
1578
Madrona Financial Services
Washington
$3.44M -$10.3M -24,073 -75%
Cohen & Steers
1579
Cohen & Steers
New York
$3.44M +$1.43M +3,344 +71%
OGF
1580
Orin Green Financial
California
$3.44M -$9.83K -23 -0.3%
CAM
1581
Covenant Asset Management
New Jersey
$3.44M +$119K +279 +4%
RA
1582
Regis Acquisition
Colorado
$3.44M -$144K -337 -4%
JWS
1583
Juncture Wealth Strategies
Arizona
$3.43M -$1.26M -2,947 -27%
CWM
1584
ClientFirst Wealth Management
Arkansas
$3.42M
MWP
1585
Madison Wealth Partners
Wisconsin
$3.42M +$12K +28 +0.4%
CB
1586
Centennial Bank
Arkansas
$3.42M +$317K +741 +10%
RWP
1587
Ridgecrest Wealth Partners
California
$3.42M
CA
1588
Calton & Associates
Florida
$3.42M -$3.37M -7,882 -50%
LFA
1589
Laraway Financial Advisors
Minnesota
$3.4M -$49.2K -115 -1%
SPP
1590
Single Point Partners
Massachusetts
$3.4M -$1.75M -4,097 -34%
MAS
1591
Madden Advisory Services
Florida
$3.4M -$409K -956 -11%
SA
1592
SL Advisors
New Jersey
$3.4M +$7.27K +17 +0.2%
CWM
1593
Cordatus Wealth Management
Pennsylvania
$3.39M +$125K +292 +4%
BA
1594
BCM Advisors
Louisiana
$3.39M +$617K +1,412 +22%
SBWIC
1595
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.38M
CCM
1596
Cohen Capital Management
California
$3.38M +$16.7K +39 +0.5%
SIC
1597
Samalin Investment Counsel
New York
$3.37M -$1.42M -3,316 -30%
RF
1598
Rollins Financial
Georgia
$3.37M -$377K -881 -10%
PWP
1599
Private Wealth Partners
California
$3.35M -$24.8K -58 -0.7%
OMC
1600
Overbrook Management Corp
New York
$3.35M -$233K -545 -6%