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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 %
GSC
1951
Grey Street Capital
Illinois
$1.97M +$232K +522 +13%
MA
1952
Modus Advisors
Minnesota
$1.97M +$12.4K +28 +0.6%
JIR
1953
James Investment Research
Ohio
$1.97M -$84.2K -190 -4%
PAM
1954
Peninsula Asset Management
Florida
$1.97M -$6.65K -15 -0.3%
EK
1955
Evensky & Katz
Florida
$1.96M -$22.2K -50 -1%
CCB
1956
Cutter & Co Brokerage
Missouri
$1.96M -$21.7K -49 -1%
T. Rowe Price Associates
1957
T. Rowe Price Associates
Maryland
$1.96M -$960K -2,165 -33%
MFWP
1958
Mosaic Family Wealth Partners
Missouri
$1.96M -$37.2K -84 -2%
WIC
1959
Woodmont Investment Counsel
Tennessee
$1.95M +$51.4K +116 +3%
SMDAM
1960
Sumitomo Mitsui DS Asset Management
Japan
$1.95M -$16.4K -37 -0.8%
CFC
1961
Coyle Financial Counsel
Illinois
$1.95M +$234K +527 +14%
AWM
1962
Affinity Wealth Management
Delaware
$1.95M
BSI
1963
Bennett Selby Investments
Maine
$1.95M +$43.9K +99 +2%
KPWG
1964
KFA Private Wealth Group
Virginia
$1.94M +$47.9K +108 +3%
BSB
1965
Bangor Savings Bank
Maine
$1.93M -$11.1K -25 -0.6%
SIA
1966
Sovereign Investment Advisors
Arizona
$1.93M +$1.93M +4,357 New
WP
1967
WealthShield Partners
North Carolina
$1.93M +$310K +696 +19%
AFG
1968
ABLE Financial Group
Arizona
$1.93M +$10.2K +23 +0.5%
AMIM
1969
Aull & Monroe Investment Management
Alabama
$1.93M +$51K +115 +3%
SWP
1970
Semus Wealth Partners
Florida
$1.92M +$481K +1,086 +33%
FWI
1971
Facet Wealth Inc
Maryland
$1.92M -$22.5K -50 -1%
WCG
1972
Weaver Consulting Group
California
$1.92M -$14.2K -32 -0.7%
WCP
1973
Wick Capital Partners
Pennsylvania
$1.91M -$192K -433 -9%
MWM
1974
Merriman Wealth Management
Washington
$1.9M +$345K +777 +22%
SAM
1975
Sawgrass Asset Management
Florida
$1.9M +$1.57M +3,546 +477%