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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 %
IA
1726
Insight Advisors
Pennsylvania
$2.68M +$244K +572 +10%
PP
1727
Prosperity Planning
Missouri
$2.68M -$113K -264 -4%
PNC
1728
Park National Corp
Ohio
$2.68M -$76.1K -178 -3%
HCMT
1729
Highland Capital Management (Tennessee)
Tennessee
$2.68M +$42.7K +100 +2%
SAM
1730
Sompo Asset Management
Japan
$2.68M -$415K -970 -13%
CA
1731
Continuum Advisory
Idaho
$2.67M +$575K +1,636 +27%
IWP
1732
Innova Wealth Partners
Pennsylvania
$2.67M -$3.04M -7,115 -53%
BO
1733
Bank OZK
Arkansas
$2.66M -$29.1K -68 -1%
CF
1734
Canoe Financial
Alberta, Canada
$2.66M -$15.3M -8,625 -85%
CWM
1735
Cahill Wealth Management
Michigan
$2.66M +$855 +2 +0%
1WM
1736
1900 Wealth Management
Texas
$2.65M -$56K -131 -2%
SAS
1737
Sage Advisory Services
Texas
$2.64M -$1.23M -2,880 -32%
RG
1738
Retirement Group
California
$2.64M +$383K +896 +17%
BWM
1739
BNC Wealth Management
Oregon
$2.63M +$10.3K +24 +0.4%
ZCI
1740
Zevenbergen Capital Investments
Washington
$2.63M -$63.7K -149 -2%
FP
1741
Financial Perspectives
Minnesota
$2.63M +$427 +1 +0%
HP
1742
Highlander Partners
Texas
$2.63M
CFA
1743
Cahill Financial Advisors
Minnesota
$2.6M -$81.7K -191 -3%
LI
1744
LMCG Investments
Massachusetts
$2.6M +$433K +1,013 +20%
IAA
1745
Independent Advisor Alliance
North Carolina
$2.6M -$209K -490 -7%
MIAS
1746
Mason Investment Advisory Services
Virginia
$2.59M -$23.9K -56 -0.9%
DLCIG
1747
D.L. Carlson Investment Group
New Hampshire
$2.59M -$277K -647 -10%
LFS
1748
Legacy Financial Strategies
Kansas
$2.59M +$73.9K +169 +3%
TPWA
1749
TRUE Private Wealth Advisors
Oregon
$2.58M -$1.41M -3,303 -35%
TF
1750
Tompkins Financial
New York
$2.58M -$159K -373 -6%