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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 %
FNB
1701
Farmers National Bank
Kentucky
$2.79M +$307K +717 +12%
LA
1702
Lifeworks Advisors
Michigan
$2.79M -$74.4K -174 -3%
EWM
1703
Edge Wealth Management
New York
$2.79M +$6.84K +16 +0.2%
BRC
1704
Bishop Rock Capital
New York
$2.79M -$2.23M -5,217 -44%
MWM
1705
Madison Wealth Management
Ohio
$2.79M -$42.3K -99 -1%
SFM
1706
Signet Financial Management
New Jersey
$2.78M +$318K +745 +13%
KLI
1707
Kelman-Lazarov Inc
Tennessee
$2.77M -$75.7K -177 -3%
SCM
1708
Silvant Capital Management
Georgia
$2.77M
KFA
1709
Kelleher Financial Advisors
New York
$2.75M +$641K +1,500 +30%
CCG
1710
Coastwise Capital Group
California
$2.75M +$153K +359 +6%
CCM
1711
Carlson Capital Management
Minnesota
$2.74M +$14.5K +34 +0.5%
EWM
1712
Elite Wealth Management
Washington
$2.74M +$1.71K +4 +0.1%
AFG
1713
Allegheny Financial Group
Pennsylvania
$2.73M +$113K +265 +4%
PTP
1714
Platform Technology Partners
New York
$2.73M -$188K -439 -6%
HFA
1715
High Falls Advisors
New York
$2.72M +$99.6K +233 +4%
FWM
1716
Forza Wealth Management
Florida
$2.72M
BWP
1717
Baldwin Wealth Partners
Massachusetts
$2.72M +$204K +477 +8%
UWM
1718
USAdvisors Wealth Management
Minnesota
$2.71M +$71.4K +167 +3%
RIA
1719
Realta Investment Advisors
Delaware
$2.71M -$212K -478 -7%
SIMG
1720
Sonora Investment Management Group
Arizona
$2.71M +$2.57K +6 +0.1%
CT
1721
Colonial Trust
South Carolina
$2.71M -$15.4K -36 -0.6%
MGWM
1722
Marks Group Wealth Management
Minnesota
$2.71M +$388K +908 +17%
SFG
1723
Sterling Financial Group
California
$2.71M
ACP
1724
Arcus Capital Partners
Georgia
$2.7M +$259K +605 +11%
AFG
1725
Atomi Financial Group
New York
$2.69M +$902K +2,109 +51%