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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
1601
Chesapeake Wealth Management
Virginia
$3.35M -$151K -353 -4%
EA
1602
Evergreen Advisors
Tennessee
$3.34M +$14.5K +34 +0.4%
Fisher Asset Management
1603
Fisher Asset Management
Washington
$3.33M +$373K +873 +13%
EM
1604
ELCO Management
New York
$3.32M +$17.5K +41 +0.5%
LCS
1605
Levin Capital Strategies
New York
$3.31M +$2.14K +5 +0.1%
HIS
1606
Harvest Investment Services
Illinois
$3.31M -$370K -866 -10%
LRWA
1607
Long Run Wealth Advisors
New York
$3.3M -$66.7K -156 -2%
MWM
1608
Marietta Wealth Management
Georgia
$3.29M -$44.9K -105 -1%
SA
1609
Sunesis Advisors
Kansas
$3.29M +$3.29M +7,699 New
LAS
1610
LWM Advisory Services
Florida
$3.28M -$614K -1,437 -16%
CAL
1611
Capital Analysts LLC
Pennsylvania
$3.27M +$1.24M +2,908 +61%
PCS
1612
Personal CFO Solutions
New Jersey
$3.27M -$2.99K -7 -0.1%
QT
1613
Quantbot Technologies
New York
$3.26M +$3.26M +7,623 New
TLA
1614
Tanglewood Legacy Advisors
Texas
$3.24M +$210K +492 +7%
TLCM
1615
Twin Lakes Capital Management
California
$3.23M -$23.9K -56 -0.7%
TFS
1616
Thoroughbred Financial Services
Tennessee
$3.23M +$161K +376 +5%
PSIWM
1617
Paradigm Strategies in Wealth Management
Minnesota
$3.23M +$12.8K +30 +0.4%
PFGIA
1618
Patriot Financial Group Insurance Agency
Massachusetts
$3.23M -$93.6K -219 -3%
OWA
1619
Outlook Wealth Advisors
Texas
$3.22M -$87.6K -205 -3%
SEIA
1620
Signature Estate & Investment Advisors
California
$3.22M +$90.2K +211 +3%
I
1621
INVST
Indiana
$3.22M +$103K +242 +3%
NB
1622
Northwest Bancshares
Pennsylvania
$3.22M -$40.2K -94 -1%
SAM
1623
Selway Asset Management
$3.21M +$541K +1,265 +20%
CIP
1624
Capital Insight Partners
Arizona
$3.21M -$65.8K -154 -2%
MIC
1625
Meridian Investment Counsel
California
$3.21M -$84.6K -198 -3%