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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 %
PP
1701
Prosperity Planning
Missouri
$2.9M -$94.9K -214 -3%
TLP
1702
Trinity Legacy Partners
Texas
$2.88M +$1.77M +3,999 +160%
EWM
1703
Edge Wealth Management
New York
$2.88M -$111K -250 -4%
NL
1704
NVWM LLC
Pennsylvania
$2.88M +$501K +1,131 +21%
ULWM
1705
Upper Left Wealth Management
Florida
$2.88M -$59.8K -135 -2%
EWA
1706
EverSource Wealth Advisors
Alabama
$2.87M +$23.5K +53 +0.8%
Nomura Asset Management
1707
Nomura Asset Management
Japan
$2.87M +$1.35M +3,040 +88%
SCM
1708
Silvant Capital Management
Georgia
$2.87M
PNC
1709
Park National Corp
Ohio
$2.86M +$43.9K +99 +2%
CCFCSB
1710
Cape Cod Five Cents Savings Bank
Massachusetts
$2.85M -$13.3K -30 -0.5%
BA
1711
BCM Advisors
Louisiana
$2.85M +$50.4K +112 +2%
ECG
1712
EPIQ Capital Group
California
$2.85M +$4.89K +11 +0.2%
TF
1713
Tompkins Financial
New York
$2.84M -$5.32K -12 -0.2%
EWM
1714
Elite Wealth Management
Washington
$2.84M +$2.84M +6,400 New
CCM
1715
Carlson Capital Management
Minnesota
$2.82M -$6.21K -14 -0.2%
CT
1716
Colonial Trust
South Carolina
$2.82M -$2.66K -6 -0.1%
ST
1717
Sabal Trust
Florida
$2.82M +$1.33M +2,992 +89%
RPC
1718
Rossmore Private Capital
Connecticut
$2.82M -$32.8K -74 -1%
FWM
1719
Forza Wealth Management
Florida
$2.82M
RRCM
1720
Rappaport Reiches Capital Management
Illinois
$2.82M -$180K -405 -6%
1WM
1721
1900 Wealth Management
Texas
$2.81M -$71.4K -161 -2%
SIMG
1722
Sonora Investment Management Group
Arizona
$2.81M -$200K -452 -7%
SFG
1723
Sterling Financial Group
California
$2.81M
HCM
1724
Hengehold Capital Management
Ohio
$2.8M -$438K -988 -14%
IGGA
1725
Iron Gate Global Advisors
Utah
$2.79M -$26.6K -60 -0.9%