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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 %
SIP
2076
Stoneridge Investment Partners
Pennsylvania
$1.61M +$35.5K +80 +2%
POIA
2077
Pin Oak Investment Advisors
Texas
$1.61M +$40K +90 +3%
AWM
2078
Avior Wealth Management
Nebraska
$1.61M -$67.8K -153 -4%
WWM
2079
Wagner Wealth Management
South Carolina
$1.61M -$94.4K -213 -6%
AUB
2080
Atlantic Union Bankshares
Virginia
$1.6M +$16.4K +37 +1%
OAM
2081
Oberweis Asset Management
Illinois
$1.59M +$4.43K +10 +0.3%
ERWM
2082
Elk River Wealth Management
Colorado
$1.59M -$474K -1,065 -23%
SL
2083
Sentry LLC
Tennessee
$1.59M
CDH
2084
Charles D. Hyman
$1.59M
ISL
2085
Ingalls & Snyder LLC
New York
$1.59M +$74K +167 +5%
JPMIA
2086
J.P. Marvel Investment Advisors
Massachusetts
$1.59M
WA
2087
Wambolt & Associates
Colorado
$1.59M -$169K -382 -10%
SGI
2088
Summit Global Investments
Utah
$1.59M -$9.31K -21 -0.6%
LIG
2089
Lokken Investment Group
Delaware
$1.59M -$45.7K -103 -3%
CL
2090
COWA LLC
Oklahoma
$1.58M -$67.7M -152,654 -98%
HWM
2091
Hemington Wealth Management
Virginia
$1.58M +$88.2K +199 +6%
ACG
2092
Allen Capital Group
Nebraska
$1.58M +$907K +2,047 +135%
MCA
2093
MSH Capital Advisors
Arizona
$1.57M +$276K +623 +21%
ODIJL
2094
One Day In July LLC
Vermont
$1.57M
PAIM
2095
Punch & Associates Investment Management
Minnesota
$1.57M
LCM
2096
Logan Capital Management
Pennsylvania
$1.56M
GI
2097
Gradient Investments
Minnesota
$1.55M +$679K +1,531 +78%
BWM
2098
BlackDiamond Wealth Management
New York
$1.55M +$323K +710 +26%
CBT
2099
CoreFirst Bank & Trust
Kansas
$1.55M
KL
2100
KIM LLC
Kansas
$1.55M +$1.55M +3,500 New