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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 %
GAM
1876
Gemmer Asset Management
California
$2.2M -$87.8K -198 -4%
SIA
1877
SkyView Investment Advisors
New Jersey
$2.2M -$1.06K -4 -0%
GWA
1878
Geometric Wealth Advisors
District of Columbia
$2.2M +$82.7K +184 +4%
SC
1879
Searle & Co
Connecticut
$2.2M +$2.29K +5 +0.1%
CC
1880
Cadinha & Co
Hawaii
$2.19M
EFG
1881
Erickson Financial Group
Pennsylvania
$2.19M -$8.87K -20 -0.4%
KFA
1882
Kelleher Financial Advisors
New York
$2.19M +$8.42K +19 +0.4%
IFA
1883
Index Fund Advisors
California
$2.19M -$22.2K -50 -1%
FSWA
1884
Financial Synergies Wealth Advisors
Texas
$2.19M -$329K -742 -13%
OHWP
1885
Oak Harbor Wealth Partners
North Carolina
$2.19M -$246K -556 -10%
BIA
1886
BHK Investment Advisors
Alabama
$2.18M +$443 +1 +0%
MS
1887
Marshall & Sullivan
Washington
$2.18M
NCM
1888
Noesis Capital Mangement
Florida
$2.17M -$23K -52 -1%
JPLA
1889
Joseph P. Lucia & Associates
New York
$2.17M +$8.87K +20 +0.4%
AF
1890
Aldebaran Financial
$2.17M -$93.5K -211 -4%
JIP
1891
Jaffetilchin Investment Partners
Florida
$2.17M -$443 -1 -0%
NDSI
1892
Newman Dignan & Sheerar Inc
Rhode Island
$2.16M -$443 -1 -0%
CWM
1893
Cahaba Wealth Management
Georgia
$2.16M -$18.2K -41 -0.8%
BFIM
1894
Beese Fulmer Investment Management
Ohio
$2.16M -$10.6K -24 -0.5%
BWS
1895
BCR Wealth Strategies
Alabama
$2.15M
PWG
1896
Private Wealth Group
Florida
$2.15M
SCA
1897
Sassicaia Capital Advisers
New York
$2.15M -$2.83M -6,375 -57%
CWM
1898
Compass Wealth Management
Connecticut
$2.15M -$7.09K -16 -0.3%
HR
1899
Hardy Reed
Mississippi
$2.15M
PAM
1900
Panagora Asset Management
Massachusetts
$2.14M -$1.25M -2,809 -37%