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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 %
AFGAS
2026
Allegiance Financial Group Advisory Services
Virginia
$1.75M -$18.2K -41 -1%
AWM
2027
Abound Wealth Management
Tennessee
$1.75M +$13.7K +31 +0.8%
LSA
2028
Lion Street Advisors
Texas
$1.74M -$228K -496 -12%
SWM
2029
Sculati Wealth Management
Michigan
$1.74M -$5.32K -12 -0.3%
PCM
2030
Palouse Capital Management
Washington
$1.74M -$246K -554 -12%
NIM
2031
Northeast Investment Management
Massachusetts
$1.73M +$924K +2,084 +114%
SCM
2032
Sebold Capital Management
Illinois
$1.73M +$40.8K +92 +2%
LJHT
2033
Laurie J. Hall Trustee
$1.73M -$102K -230 -6%
TFA
2034
Teamwork Financial Advisors
Texas
$1.73M -$32.4K -73 -2%
FAT
2035
First American Trust
California
$1.73M -$51.9K -117 -3%
CCA
2036
Column Capital Advisors
Indiana
$1.72M -$12.4K -28 -0.7%
CCM
2037
Canal Capital Management
Virginia
$1.72M -$81.1K -183 -5%
BDF
2038
Black Diamond Financial
Maryland
$1.71M
WPW
2039
Watershed Private Wealth
Illinois
$1.71M -$525K -1,184 -23%
CWM
2040
CCG Wealth Management
California
$1.71M -$84.2K -190 -5%
MCWS
2041
McKinley Carter Wealth Services
West Virginia
$1.71M -$887 -2 -0.1%
RWPA
2042
Richard W. Paul & Associates
Michigan
$1.71M +$285K +644 +20%
ECM
2043
Exchange Capital Management
Michigan
$1.71M +$444K +1,002 +35%
CA
2044
Cambridge Advisors
Nebraska
$1.71M
TAM
2045
Trillium Asset Management
Massachusetts
$1.7M -$230K -519 -12%
ACS
2046
Archford Capital Strategies
Illinois
$1.7M +$16.4K +36 +1%
PWM
2047
PBMares Wealth Management
Virginia
$1.7M
NYLIM
2048
New York Life Investment Management
New York
$1.69M -$98.9K -223 -6%
API
2049
Advisor Partners II
California
$1.69M -$17.7K -40 -1%
CSA
2050
Cottage Street Advisors
Massachusetts
$1.69M +$7.09K +16 +0.4%