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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 %
MWA
1801
Martel Wealth Advisors
Washington
$2.49M -$49.2K -111 -2%
1IA
1802
1834 Investment Advisors
Wisconsin
$2.48M +$21.7K +49 +0.9%
IDA
1803
Intelligence Driven Advisers
California
$2.47M +$64.2K +146 +3%
CHC
1804
City Holding Co
West Virginia
$2.47M -$13.3K -30 -0.5%
IWMA
1805
Ironwood Wealth Management (Arizona)
Arizona
$2.47M +$39.9K +90 +2%
RSVP
1806
Ramsay Stattman Vela & Price
Colorado
$2.47M +$57.6K +130 +2%
Russell Investments Group
1807
Russell Investments Group
United Kingdom
$2.47M +$1.84M +4,162 +297%
SF
1808
Symphony Financial
Texas
$2.46M +$156K +355 +7%
SN
1809
Sittner & Nelson
Oregon
$2.46M -$26.6K -60 -1%
MIC
1810
Means Investment Company
Maine
$2.45M +$97.1K +219 +4%
TW
1811
TrinityPoint Wealth
Connecticut
$2.45M -$78.9K -178 -3%
BWA
1812
Beam Wealth Advisors
Louisiana
$2.45M -$116K -261 -5%
RC
1813
Rovin Capital
Arizona
$2.45M +$20.4K +46 +0.8%
FANJ
1814
Financial Architects (New Jersey)
New Jersey
$2.43M +$67.4K +152 +3%
WAM
1815
WNY Asset Management
New York
$2.43M -$38.1K -86 -2%
JSC
1816
Jackson Square Capital
California
$2.42M +$262K +592 +12%
BWM
1817
Baystate Wealth Management
Massachusetts
$2.42M -$145K -328 -6%
SIG
1818
Sky Investment Group
Connecticut
$2.41M -$2.23M
WFA
1819
WMG Financial Advisors
Tennessee
$2.41M +$2.41M +5,432 New
DFA
1820
DHK Financial Advisors
New Hampshire
$2.41M
MGWM
1821
Marks Group Wealth Management
Minnesota
$2.4M -$15.1K -34 -0.6%
FAAM
1822
First Ascent Asset Management
Colorado
$2.4M +$474K +1,070 +25%
MRWM
1823
ML&R Wealth Management
Texas
$2.4M +$223K +502 +10%
MAM
1824
Marquette Asset Management
Minnesota
$2.4M -$5.76K -13 -0.2%
P8IP
1825
Pier 88 Investment Partners
California
$2.39M