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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 %
ZCI
1726
Zevenbergen Capital Investments
Washington
$2.79M -$11.1K -25 -0.4%
BO
1727
Bank OZK
Arkansas
$2.79M +$24.4K +55 +0.9%
CFA
1728
Cahill Financial Advisors
Minnesota
$2.78M +$1.33K +3 +0%
LWM
1729
LJI Wealth Management
Indiana
$2.78M +$52.8K +119 +2%
WC
1730
Waterloo Capital
Texas
$2.77M +$296K +667 +12%
SAM
1731
Selway Asset Management
$2.77M +$177K +400 +7%
CWM
1732
Cahill Wealth Management
Michigan
$2.75M -$159K -359 -5%
RA
1733
Rational Advisors
New York
$2.75M +$2.75M +6,205 New
IIC
1734
Ironwood Investment Counsel
Arizona
$2.75M +$348K +786 +15%
UWM
1735
USAdvisors Wealth Management
Minnesota
$2.74M -$15.5K -35 -0.6%
PF
1736
Parker Financial
Washington
$2.74M +$1.21M +2,733 +79%
HCMT
1737
Highland Capital Management (Tennessee)
Tennessee
$2.73M -$71.4K -161 -3%
HP
1738
Highlander Partners
Texas
$2.72M
FP
1739
Financial Perspectives
Minnesota
$2.72M +$65.2K +147 +2%
HFA
1740
High Falls Advisors
New York
$2.72M -$96.2K -217 -3%
BWM
1741
BNC Wealth Management
Oregon
$2.71M -$203K -457 -7%
AFG
1742
Allegheny Financial Group
Pennsylvania
$2.71M -$83.3K -188 -3%
MIAS
1743
Mason Investment Advisory Services
Virginia
$2.71M -$34.6K -78 -1%
PI
1744
Putnam Investments
Massachusetts
$2.71M -$14.3M -32,343 -84%
EHC
1745
Everett Harris & Co
California
$2.7M -$30.6K -69 -1%
TCWM
1746
Total Clarity Wealth Management
Illinois
$2.7M +$99.7K +225 +4%
CCG
1747
Coastwise Capital Group
California
$2.69M -$871K -1,965 -24%
CAAS
1748
Capital Asset Advisory Services
Michigan
$2.69M -$3.15K -7 -0.1%
MMH
1749
Menora Mivtachim Holdings
Israel
$2.68M
FWM
1750
Fairhaven Wealth Management
Illinois
$2.67M +$2.67M +6,021 New