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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 %
OW
1976
Olistico Wealth
Oklahoma
$1.9M +$41.2K +93 +2%
CAM
1977
Claret Asset Management
Quebec, Canada
$1.9M +$3.55K +8 +0.2%
CCP
1978
Clarkston Capital Partners
Michigan
$1.89M
RMA
1979
Roffman Miller Associates
Pennsylvania
$1.89M -$254K -572 -12%
NRG
1980
Nemes Rush Group
Michigan
$1.88M +$1.88M +4,246 New
VCP
1981
Verus Capital Partners
Arizona
$1.88M -$276K -623 -13%
JWM
1982
Jackson Wealth Management
Florida
$1.87M +$1.87M +4,219 New
FMTCOCP
1983
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.87M +$216K +487 +13%
RWA
1984
Roberts Wealth Advisors
California
$1.86M -$10.6K -24 -0.6%
LHC
1985
Little House Capital
Massachusetts
$1.86M +$510K +1,150 +38%
TCM
1986
Tufton Capital Management
Maryland
$1.86M -$8.87K -20 -0.5%
ACP
1987
Aviance Capital Partners
Florida
$1.86M +$19.9K +45 +1%
AFG
1988
Atomi Financial Group
New York
$1.85M +$297K +669 +19%
MAS
1989
Meeder Advisory Services
Ohio
$1.85M +$1.09M +2,464 +145%
CFP
1990
Curran Financial Partners
South Carolina
$1.84M +$497K +1,121 +37%
TWP
1991
Tempus Wealth Planning
California
$1.84M -$8.42K -19 -0.5%
NA
1992
Nottingham Advisors
New York
$1.84M +$15.5K +35 +0.9%
YAM
1993
Yacktman Asset Management
Texas
$1.84M +$299K +675 +19%
TH
1994
Team Hewins
California
$1.83M -$19.6K -44 -1%
CSB
1995
City State Bank
Iowa
$1.83M -$8.87K -20 -0.5%
WLIM
1996
White Lighthouse Investment Management
Massachusetts
$1.83M +$5.32K +12 +0.3%
HCA
1997
Horan Capital Advisors
Ohio
$1.82M -$11.1K -25 -0.6%
SAG
1998
Spotlight Asset Group
Illinois
$1.82M -$47K -106 -3%
WCM
1999
Wunderlich Capital Managemnt
Tennessee
$1.82M -$79.8K -180 -4%
LPT
2000
Legacy Private Trust
Wisconsin
$1.82M -$50.5K -114 -3%