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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 %
HWA
1901
HCR Wealth Advisors
California
$2.14M -$210K -473 -9%
AAM
1902
Augustine Asset Management
Florida
$2.14M
CPC
1903
Consolidated Planning Corp
Georgia
$2.14M +$156K +352 +8%
EP
1904
EPIQ Partners
Minnesota
$2.13M -$78.9K -178 -4%
BC
1905
Barrett & Company
Rhode Island
$2.13M +$165K +372 +8%
W
1906
Wealthquest
Ohio
$2.13M -$14.6K -33 -0.7%
ESB
1907
Essex Savings Bank
Connecticut
$2.11M -$274K -619 -11%
GC
1908
Giverny Capital
Quebec, Canada
$2.11M -$3.99K -9 -0.2%
T
1909
TNF
Montana
$2.1M -$3.55K -8 -0.2%
CAL
1910
Capital Analysts LLC
Pennsylvania
$2.1M -$149K -338 -7%
MFG
1911
MidWestOne Financial Group
Iowa
$2.1M +$416K +938 +25%
MCM
1912
MV Capital Management
Maryland
$2.1M -$92.7K -209 -4%
SFG
1913
Sage Financial Group
Pennsylvania
$2.09M +$345K +779 +20%
SWAG
1914
Spectrum Wealth Advisory Group
California
$2.09M -$396K -894 -16%
AA
1915
AlphaQ Advisors
Florida
$2.09M +$55.4K +125 +3%
Cohen & Steers
1916
Cohen & Steers
New York
$2.09M -$655K -1,477 -24%
MAWA
1917
Moss Adams Wealth Advisors
Washington
$2.08M -$88.1K -198 -4%
AWM
1918
Ameliora Wealth Management
Switzerland
$2.08M -$533K -1,202 -20%
CHA
1919
Cooper/Haims Advisors
New York
$2.08M -$95.7K -216 -4%
SSWM
1920
Sheets Smith Wealth Management
North Carolina
$2.08M +$329K +743 +19%
BSA
1921
Bull Street Advisors
Georgia
$2.08M +$4.43K +10 +0.2%
TRIA
1922
Trail Ridge Investment Advisors
Colorado
$2.07M -$133K -301 -6%
WI
1923
Wedgewood Investors
Pennsylvania
$2.07M +$51.4K +116 +3%
SWM
1924
SigFig Wealth Management
California
$2.07M +$2.07M +4,719 New
BSSFA
1925
Baron Silver Stevens Financial Advisors
Florida
$2.06M +$653K +1,474 +46%