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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 %
PGWM
1676
Pitti Group Wealth Management
New York
$2.93M -$1.59M -3,730 -35%
FVCM
1677
F&V Capital Management
Florida
$2.93M -$51.3K -120 -2%
PPW
1678
Pasadena Private Wealth
California
$2.92M +$6.41K +15 +0.2%
CAM
1679
Cubic Asset Management
Massachusetts
$2.92M -$4.7K -11 -0.2%
HG
1680
Herbst Group
Connecticut
$2.91M +$492K +1,151 +20%
TCB
1681
Texas Capital Bancshares
Texas
$2.91M
BIP
1682
Blueprint Investment Partners
North Carolina
$2.91M +$91.5K +214 +3%
AAM
1683
Austin Asset Management
Texas
$2.9M -$42.3K -99 -1%
SSWM
1684
Strait & Sound Wealth Management
California
$2.9M +$427 +1 +0%
MIM
1685
Merrion Investment Management
New Jersey
$2.88M
AB
1686
Atlas Brown
Kentucky
$2.88M +$343K +802 +14%
RRCM
1687
Rappaport Reiches Capital Management
Illinois
$2.88M +$166K +388 +6%
FWM
1688
ForthRight Wealth Management
Georgia
$2.88M +$8.12K +19 +0.3%
RPC
1689
Rossmore Private Capital
Connecticut
$2.87M +$148K +346 +5%
FFP
1690
Forbes Financial Planning
Rhode Island
$2.87M -$41K -96 -1%
BEAM
1691
Baker Ellis Asset Management
Washington
$2.87M +$7.27K +17 +0.3%
AFP
1692
Ausdal Financial Partners
Iowa
$2.87M -$478K -1,119 -14%
HFBOT
1693
Home Federal Bank of Tennessee
Tennessee
$2.85M
HWM
1694
Howard Wealth Management
Connecticut
$2.84M -$14.1K -33 -0.5%
APG
1695
Abacus Planning Group
South Carolina
$2.84M +$1.28K +3 +0%
TSWM
1696
Tyler-Stone Wealth Management
Ohio
$2.84M -$13.3K -31 -0.5%
BC
1697
Burney Company
Virginia
$2.83M
WW
1698
Waterfront Wealth
Kansas
$2.83M -$10.5K -25 -0.4%
SHFA
1699
SC&H Financial Advisors
Maryland
$2.8M +$427 +1 +0%
IIC
1700
Ironwood Investment Counsel
Arizona
$2.8M +$150K +351 +6%