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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 %
DI
2076
Disciplined Investments
Oklahoma
$1.61M -$359K -841 -18%
API
2077
Advisor Partners II
California
$1.6M -$26.9K -63 -2%
JWM
2078
JFG Wealth Management
Colorado
$1.6M
DSA
2079
Droms Strauss Advisors
Missouri
$1.6M
IWN
2080
Independent Wealth Network
Iowa
$1.6M +$309K +724 +24%
POIA
2081
Pin Oak Investment Advisors
Texas
$1.6M +$47.2K +110 +3%
QF
2082
QVT Financial
New York
$1.59M +$1.59M +3,728 New
SAM
2083
Synergy Asset Management
Washington
$1.59M +$220K +514 +16%
DWA
2084
Douglass Winthrop Advisors
New York
$1.59M +$110K +258 +7%
MA
2085
McBroom & Associates
Nevada
$1.59M +$135K +315 +9%
TCM
2086
Traynor Capital Management
Pennsylvania
$1.58M -$7.27K -17 -0.5%
PCM
2087
Palouse Capital Management
Washington
$1.58M -$92.8K -217 -6%
MWA
2088
Monograph Wealth Advisors
California
$1.58M +$804K +1,875 +103%
DIA
2089
Davidson Investment Advisors
Montana
$1.58M +$1.58M +3,700 New
SAM
2090
SP Asset Management
California
$1.58M +$5.56K +13 +0.4%
WCG
2091
Weaver Consulting Group
California
$1.58M -$273K -639 -15%
LJAC
2092
L.J. Altfest & Co
New York
$1.58M +$502K +1,174 +47%
OWA
2093
Opal Wealth Advisors
New York
$1.57M +$154K +361 +11%
CCM
2094
Canal Capital Management
Virginia
$1.57M -$83.4K -195 -5%
WAG
2095
Wallace Advisory Group
California
$1.57M +$954K +2,152 +155%
BIA
2096
Bell Investment Advisors
California
$1.57M +$3.85K +9 +0.2%
CWM
2097
Centurion Wealth Management
Virginia
$1.57M -$9.41K -22 -0.6%
CIA
2098
Cape Investment Advisory
Georgia
$1.56M -$349K -817 -18%
SAM
2099
Summit Asset Management
Tennessee
$1.56M +$303K +710 +24%
AC
2100
Amia Capital
United Kingdom
$1.56M +$1.56M +125,000 New