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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 %
MWAM
2051
Manhattan West Asset Management
California
$1.69M +$363K +820 +27%
BONST
2052
Bank of Nova Scotia Trust
Ontario, Canada
$1.68M +$33.2K +75 +2%
PWM
2053
Prosperity Wealth Management
California
$1.68M +$337K +761 +25%
ESBC
2054
E.S. Barr & Co
Kentucky
$1.68M -$22.2K -50 -1%
FWM
2055
FMB Wealth Management
California
$1.67M
APS
2056
American Planning Services
Florida
$1.67M -$6.21K -14 -0.4%
JWM
2057
JFG Wealth Management
Colorado
$1.66M +$1.66M +3,753 New
DSA
2058
Droms Strauss Advisors
Missouri
$1.66M -$55.4K -125 -3%
APIM
2059
Agate Pass Investment Management
Washington
$1.66M -$41.2K -93 -2%
FPFS
2060
First Personal Financial Services
North Carolina
$1.66M -$17.7K -40 -1%
WAS
2061
Winch Advisory Services
Wisconsin
$1.66M -$176K -398 -10%
TCM
2062
Traynor Capital Management
Pennsylvania
$1.65M +$43K +97 +3%
MLFP
2063
MPS Loria Financial Planners
Illinois
$1.65M -$21.7K -49 -1%
CA
2064
Cornerstone Advisory
Maryland
$1.64M -$582K -1,312 -26%
FMTC
2065
Farmers & Merchants Trust Company
California
$1.64M +$449K +1,012 +38%
AWM
2066
Alterna Wealth Management
Texas
$1.64M +$20.8K +47 +1%
CWM
2067
Centurion Wealth Management
Virginia
$1.63M -$164K -371 -9%
SAM
2068
SP Asset Management
California
$1.63M +$5.76K +13 +0.4%
LSIA
2069
LaSalle St. Investment Advisors
Illinois
$1.63M -$629K -1,418 -28%
CCS
2070
Concentric Capital Strategies
Connecticut
$1.62M -$2.83M -6,386 -64%
XF
2071
XML Financial
Maryland
$1.62M +$32.4K +73 +2%
BAM
2072
Banta Asset Management
California
$1.62M -$15.5K -35 -0.9%
BIA
2073
Bell Investment Advisors
California
$1.62M +$386K +871 +31%
JF
2074
JSF Financial
California
$1.61M -$24.8K -56 -2%
RGF
2075
Retirement Guys Formula
Ohio
$1.61M -$91.8K -207 -5%