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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 %
SIA
1926
SeaBridge Investment Advisors
New Jersey
$2.06M
ERIC
1927
Eagle Rock Investment Company
Georgia
$2.06M -$20.3K -45 -1%
PGF
1928
Plan Group Financial
Oklahoma
$2.06M +$2.06M +4,586 New
SHJ
1929
Sharkey, Howes & Javer
Colorado
$2.06M +$47.9K +108 +2%
NCM
1930
Northside Capital Management
Oregon
$2.06M
FAM
1931
Formidable Asset Management
Ohio
$2.05M -$153K -345 -7%
DI
1932
Disciplined Investments
Oklahoma
$2.04M -$223K -503 -10%
CA
1933
Continuum Advisory
Idaho
$2.04M +$293K +854 +17%
PAMG
1934
Patton Albertson Miller Group
Tennessee
$2.04M -$241K -543 -11%
BFA
1935
Beaumont Financial Advisors
Massachusetts
$2.04M +$35.5K +80 +2%
QPW
1936
Quantum Private Wealth
Florida
$2.04M +$216K +487 +12%
SCM
1937
Spring Capital Management
Texas
$2.03M -$147K -331 -7%
SF
1938
Safeguard Financial
Wisconsin
$2.02M +$698K +1,575 +53%
BIG
1939
Builder Investment Group
Georgia
$2.01M -$35.5K -80 -2%
HIS
1940
Horizon Investment Services
Indiana
$2.01M +$887 +2 +0%
CTB
1941
Country Trust Bank
Illinois
$2.01M
BAMG
1942
Brand Asset Management Group
Missouri
$2.01M -$30.6K -69 -1%
RLIM
1943
Red Lighthouse Investment Management
New York
$2M -$21.7K -49 -1%
WF
1944
Warner Financial
Maryland
$2M +$2.66K +6 +0.1%
Nuveen Asset Management
1945
Nuveen Asset Management
Illinois
$1.99M
TFA
1946
Toth Financial Advisory
Virginia
$1.99M -$241K -543 -11%
CIA
1947
Cape Investment Advisory
Georgia
$1.98M +$255K +576 +15%
TWM
1948
TMD Wealth Management
Arizona
$1.98M +$148K +335 +8%
KOC
1949
Koss-Olinger Consulting
Florida
$1.98M +$11.1K +25 +0.6%
SIS
1950
Sound Income Strategies
Florida
$1.98M +$690K +1,557 +54%