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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 %
MCM
2001
Morton Capital Management
California
$1.82M -$18.2K -41 -1%
BBL
2002
Beck Bode LLC
Massachusetts
$1.81M -$130K -294 -7%
RFA
2003
Resurgent Financial Advisors
Georgia
$1.81M -$1.78M -4,014 -50%
KCM
2004
Kornitzer Capital Management
Kansas
$1.8M +$355K +800 +25%
VNA
2005
Valley National Advisers
Pennsylvania
$1.8M -$69.2K -156 -4%
SCG
2006
Sonata Capital Group
Washington
$1.8M -$25.7K -58 -1%
GP
2007
Girard Partners
Pennsylvania
$1.8M -$8.87K -20 -0.5%
HL
2008
HeadInvest LLC
Maine
$1.79M +$14.7K +33 +0.8%
CPC
2009
Congress Park Capital
New York
$1.79M -$864K -1,950 -33%
GD
2010
Grandfield & Dodd
New York
$1.79M +$17.7K +40 +1%
EWM
2011
Executive Wealth Management
Michigan
$1.79M +$195K +439 +12%
WIM
2012
Westside Investment Management
California
$1.78M +$23.1K +52 +1%
SIC
2013
Sterling Investment Counsel
New York
$1.78M -$3.55K -8 -0.2%
OA
2014
Oxbow Advisors
Texas
$1.78M +$7.09K +16 +0.4%
PFG
2015
Prosperity Financial Group
California
$1.78M +$482K +1,088 +37%
AC
2016
Aristides Capital
Kentucky
$1.77M -$5.22M -11,780 -75%
VDI
2017
Vaughan David Investments
Illinois
$1.77M +$27.9K +63 +2%
LFA
2018
LGT Financial Advisors
Texas
$1.77M +$5.76K +13 +0.3%
SGCA
2019
Steel Grove Capital Advisors
Tennessee
$1.77M -$15.5K -35 -0.9%
AWP
2020
Abacus Wealth Partners
California
$1.77M -$273K -617 -13%
APA
2021
Astoria Portfolio Advisors
New York
$1.76M +$985K +2,191 +127%
RIA
2022
Retirement Investment Advisors
Oklahoma
$1.76M
GP
2023
Geneva Partners
Wisconsin
$1.75M +$4.43K +10 +0.3%
NG
2024
Northstar Group
New York
$1.75M
AP
2025
Atwood & Palmer
Missouri
$1.75M +$64.3K +145 +4%