SPY icon

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 %
AIM
1776
Acropolis Investment Management
Missouri
$2.48M +$2.99K +7 +0.1%
WA
1777
Wealth Advisors
California
$2.48M -$12.8K -30 -0.5%
MC
1778
Middleton & Co
Massachusetts
$2.47M -$20.1K -47 -0.8%
PL
1779
Plancorp LLC
Missouri
$2.47M -$424K -992 -15%
DL
1780
DOHJ LLC
Washington
$2.47M -$932K -2,181 -27%
LBC
1781
Lawrence B. Cohen
$2.47M +$5.56K +13 +0.2%
OFW
1782
Omnia Family Wealth
Florida
$2.47M -$52.3K -122 -2%
SFG
1783
Sage Financial Group
Pennsylvania
$2.46M +$446K +1,044 +22%
SW
1784
Signify Wealth
Missouri
$2.45M +$2.45M +5,735 New
LW
1785
Libra Wealth
California
$2.45M
AFG
1786
AFS Financial Group
Maryland
$2.45M -$427K -998 -15%
TW
1787
TrinityPoint Wealth
Connecticut
$2.45M +$80.8K +189 +3%
PA
1788
Paragon Advisors
Texas
$2.44M -$19.2M -44,973 -89%
GC
1789
Gilbert & Cook
Iowa
$2.44M -$98.3K -230 -4%
RSVP
1790
Ramsay Stattman Vela & Price
Colorado
$2.44M +$62K +145 +3%
OWA
1791
Octavia Wealth Advisors
Ohio
$2.44M +$284K +662 +13%
BC
1792
Barrett & Company
Rhode Island
$2.43M +$377K +881 +18%
ML
1793
McAdam LLC
Pennsylvania
$2.42M +$233K +545 +11%
GCM
1794
Goldstream Capital Management
Hong Kong
$2.42M +$2.42M +5,650 New
DGAM
1795
Desjardins Global Asset Management
Quebec, Canada
$2.42M +$1.48M +3,451 +156%
ME
1796
McIlrath & Eck
Washington
$2.42M -$71.4K -167 -3%
WC
1797
Waterloo Capital
Texas
$2.42M -$259K -606 -10%
OFS
1798
OneAscent Financial Services
Alabama
$2.41M +$2.41M +5,647 New
DWMG
1799
DB Wealth Management Group
California
$2.41M +$7.27K +17 +0.3%
TVAMP
1800
Tennessee Valley Asset Management Partners
Tennessee
$2.41M -$11.5K -27 -0.5%