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 %
SFS
1826
Summit Financial Strategies
Ohio
$2.31M +$125K +292 +6%
P8IP
1827
Pier 88 Investment Partners
California
$2.31M
RWP
1828
Revolve Wealth Partners
New Jersey
$2.31M +$177K +415 +8%
MC
1829
Mathes Company
New York
$2.31M +$124K +289 +6%
ICP
1830
Interchange Capital Partners
Pennsylvania
$2.3M -$1.08M -2,536 -32%
SIG
1831
Sky Investment Group
Connecticut
$2.3M -$2.41M
RC
1832
Rovin Capital
Arizona
$2.3M -$59.4K -139 -3%
T. Rowe Price Associates
1833
T. Rowe Price Associates
Maryland
$2.29M +$405K +946 +21%
CAAS
1834
Capital Asset Advisory Services
Michigan
$2.29M -$319K -730 -12%
AF
1835
Aldebaran Financial
$2.29M +$199K +466 +10%
MAM
1836
Marquette Asset Management
Minnesota
$2.29M -$23.5K -55 -1%
W
1837
Wealthquest
Ohio
$2.28M +$233K +544 +11%
CRIG
1838
Charter Research & Investment Group
Connecticut
$2.28M
BWM
1839
Baystate Wealth Management
Massachusetts
$2.28M -$54.7K -128 -2%
ECAM
1840
East Coast Asset Management
Massachusetts
$2.27M
AMG
1841
Asset Management Group
Connecticut
$2.27M +$7.27K +17 +0.3%
WAM
1842
WealthTrust Asset Management
Florida
$2.27M -$2.48M -5,794 -52%
MMPW
1843
Mitchell McLeod Pugh & Williams
Alabama
$2.26M +$108K +252 +5%
LG
1844
LaFleur & Godfrey
Michigan
$2.26M -$161K -376 -7%
FCA
1845
FinTrust Capital Advisors
South Carolina
$2.26M +$676K +1,582 +43%
RWIA
1846
Roger Wittlin Investment Advisory
California
$2.25M +$48.7K +114 +2%
BWA
1847
Beam Wealth Advisors
Louisiana
$2.25M -$120K -281 -5%
AIM
1848
Anchor Investment Management
South Carolina
$2.25M +$26.9K +63 +1%
LGWM
1849
Litman Gregory Wealth Management
California
$2.24M +$6.84K +16 +0.3%
WJA
1850
Willis Johnson & Associates
Texas
$2.24M -$35.9K -84 -2%