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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 %
SWP
1926
Semus Wealth Partners
Florida
$2M +$144K +338 +8%
CHA
1927
Cooper/Haims Advisors
New York
$1.99M -$13.7K -32 -0.7%
BSA
1928
Bull Street Advisors
Georgia
$1.99M -$10.7K -25 -0.5%
BOPW
1929
Brandywine Oak Private Wealth
Pennsylvania
$1.99M -$196K -459 -9%
SIA
1930
SeaBridge Investment Advisors
New Jersey
$1.99M
MCM
1931
MV Capital Management
Maryland
$1.99M -$32.1K -75 -2%
GKIM
1932
GW&K Investment Management
Massachusetts
$1.98M +$734K +1,718 +59%
NCM
1933
Northside Capital Management
Oregon
$1.98M -$428 -1 -0%
FA
1934
Flagstar Advisors
New York
$1.98M -$309K -721 -14%
IFA
1935
Index Fund Advisors
California
$1.98M -$131K -307 -6%
BDF
1936
Black Diamond Financial
Maryland
$1.98M +$327K +765 +20%
Nuveen Asset Management
1937
Nuveen Asset Management
Illinois
$1.98M +$56.4K +132 +3%
JIR
1938
James Investment Research
Ohio
$1.98M +$80.8K +189 +4%
NA
1939
Nottingham Advisors
New York
$1.97M +$197K +461 +11%
TRIA
1940
Trail Ridge Investment Advisors
Colorado
$1.97M -$34.2K -80 -2%
PAMG
1941
Patton Albertson Miller Group
Tennessee
$1.96M -$5.13K -12 -0.3%
QPW
1942
Quantum Private Wealth
Florida
$1.96M
WIM
1943
Westside Investment Management
California
$1.96M +$242K +565 +14%
SCM
1944
Spring Capital Management
Texas
$1.96M
KPWG
1945
KFA Private Wealth Group
Virginia
$1.96M +$93.6K +219 +5%
HWA
1946
HCR Wealth Advisors
California
$1.95M -$112K -263 -5%
PWM
1947
PBMares Wealth Management
Virginia
$1.95M +$316K +740 +19%
HIS
1948
Horizon Investment Services
Indiana
$1.95M +$9.41K +22 +0.5%
BFA
1949
Beaumont Financial Advisors
Massachusetts
$1.95M -$15.4K -36 -0.8%
BAMG
1950
Brand Asset Management Group
Missouri
$1.95M +$5.99K +14 +0.3%