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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 %
RMA
1976
Roffman Miller Associates
Pennsylvania
$1.88M +$57.7K +135 +3%
LSIA
1977
LaSalle St. Investment Advisors
Illinois
$1.87M +$304K +712 +19%
TFA
1978
Toth Financial Advisory
Virginia
$1.87M -$58.1K -136 -3%
AMIM
1979
Aull & Monroe Investment Management
Alabama
$1.86M +$7.7K +18 +0.4%
TWP
1980
Tempus Wealth Planning
California
$1.86M +$85.1K +199 +5%
EWM
1981
Executive Wealth Management
Michigan
$1.86M +$136K +319 +8%
TWM
1982
TMD Wealth Management
Arizona
$1.86M -$54.7K -128 -3%
GI
1983
Gradient Investments
Minnesota
$1.85M +$357K +834 +24%
SSWM
1984
Sheets Smith Wealth Management
North Carolina
$1.85M -$152K -355 -8%
OW
1985
Olistico Wealth
Oklahoma
$1.85M +$16.7K +39 +0.9%
MCA
1986
MSH Capital Advisors
Arizona
$1.85M +$328K +768 +22%
WCP
1987
Wick Capital Partners
Pennsylvania
$1.84M -$9.41K -22 -0.5%
WCM
1988
Wunderlich Capital Managemnt
Tennessee
$1.83M +$79.1K +185 +5%
SAM
1989
Sawgrass Asset Management
Florida
$1.83M
CCP
1990
Clarkston Capital Partners
Michigan
$1.82M
AFG
1991
ABLE Financial Group
Arizona
$1.82M -$33.8K -79 -2%
CSA
1992
Cottage Street Advisors
Massachusetts
$1.82M +$192K +449 +12%
SFS
1993
Shaker Financial Services
Virginia
$1.82M +$983K +2,300 +118%
LJHT
1994
Laurie J. Hall Trustee
$1.81M +$141K +330 +8%
CA
1995
Cornerstone Advisory
Maryland
$1.81M +$227K +531 +14%
FMTCOCP
1996
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.81M +$7.27K +17 +0.4%
RWA
1997
Roberts Wealth Advisors
California
$1.81M -$22.2K -51 -1%
PAM
1998
Peninsula Asset Management
Florida
$1.8M -$100K -235 -5%
WI
1999
Wedgewood Investors
Pennsylvania
$1.79M -$205K -480 -10%
MCM
2000
Morton Capital Management
California
$1.79M +$38K +89 +2%