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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 %
ERIC
2001
Eagle Rock Investment Company
Georgia
$1.79M -$168K -392 -9%
CFC
2002
Coyle Financial Counsel
Illinois
$1.79M -$93.6K -219 -5%
BSB
2003
Bangor Savings Bank
Maine
$1.79M -$77.8K -182 -4%
HCA
2004
Horan Capital Advisors
Ohio
$1.78M +$20.9K +49 +1%
GP
2005
Geneva Partners
Wisconsin
$1.78M +$85.9K +201 +5%
CAM
2006
Claret Asset Management
Quebec, Canada
$1.78M -$56.9K -133 -3%
WAS
2007
Winch Advisory Services
Wisconsin
$1.78M +$180K +420 +11%
SGCA
2008
Steel Grove Capital Advisors
Tennessee
$1.77M +$67.1K +157 +4%
FSWA
2009
Financial Synergies Wealth Advisors
Texas
$1.77M -$344K -805 -16%
TCM
2010
Tufton Capital Management
Maryland
$1.77M -$23.5K -55 -1%
CBT
2011
CoreFirst Bank & Trust
Kansas
$1.77M +$269K +629 +18%
PFA
2012
Plotkin Financial Advisors
Maryland
$1.76M +$356K +832 +25%
AGWCA
2013
Annis Gardner Whiting Capital Advisors
Florida
$1.76M +$1.76M +4,109 New
FWI
2014
Facet Wealth Inc
Maryland
$1.76M -$24.7K -59 -1%
NG
2015
Northstar Group
New York
$1.76M +$70.5K +165 +4%
SAG
2016
Spotlight Asset Group
Illinois
$1.76M
MA
2017
Modus Advisors
Minnesota
$1.75M -$146K -342 -8%
CFP
2018
Curran Financial Partners
South Carolina
$1.75M -$24.8K -58 -1%
NRG
2019
Nemes Rush Group
Michigan
$1.75M -$65.4K -153 -4%
EC
2020
Elequin Capital
New York
$1.75M +$1.75M +4,085 New
XF
2021
XML Financial
Maryland
$1.75M +$183K +428 +12%
SHJ
2022
Sharkey, Howes & Javer
Colorado
$1.75M -$236K -553 -12%
TI
2023
Tidal Investments
Wisconsin
$1.74M -$1.65M -3,853 -49%
KCM
2024
Kornitzer Capital Management
Kansas
$1.74M
SCG
2025
Sonata Capital Group
Washington
$1.73M -$4.28K -10 -0.2%