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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 %
FCFC
2101
First Commonwealth Financial Corp
Pennsylvania
$1.55M -$205K -462 -12%
FIM
2102
Fernwood Investment Management
Massachusetts
$1.54M +$1.52M +195,527 +8,275%
CTWM
2103
Cherry Tree Wealth Management
Minnesota
$1.54M +$1.54M +3,477 New
WPP
2104
Whalerock Point Partners
Rhode Island
$1.54M
RIG
2105
Renaissance Investment Group
Massachusetts
$1.53M +$133K +300 +9%
DWA
2106
Douglass Winthrop Advisors
New York
$1.53M -$24.8K -56 -2%
PC
2107
Permanens Capital
New York
$1.53M -$894K -2,008 -37%
CANC
2108
Culbertson A N & Co
Virginia
$1.53M -$31.5K -71 -2%
WP
2109
WealthPLAN Partners
Nebraska
$1.52M -$117K -264 -7%
ClearBridge Investments
2110
ClearBridge Investments
New York
$1.52M +$1.15M +2,598 +309%
SIAP
2111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.52M +$19.1K +43 +1%
BWM
2112
BCS Wealth Management
Tennessee
$1.52M -$33.7K -76 -2%
CCA
2113
Clearwater Capital Advisors
Illinois
$1.51M -$38.6K -87 -2%
PTC
2114
Philadelphia Trust Company
Pennsylvania
$1.51M -$275K -620 -15%
CIM
2115
Corda Investment Management
Texas
$1.51M +$1.51M +3,407 New
TFM
2116
TFC Financial Management
Massachusetts
$1.51M +$43.4K +98 +3%
HCM
2117
Hutchinson Capital Management
California
$1.51M +$13.3K +30 +0.9%
MA
2118
McBroom & Associates
Nevada
$1.51M +$70.9K +160 +5%
FRA
2119
Front Row Advisors
California
$1.5M +$75.6K +170 +5%
BHIA
2120
Birch Hill Investment Advisors
Massachusetts
$1.5M +$277K +625 +23%
RFA
2121
RTD Financial Advisors
Pennsylvania
$1.5M
IAS
2122
Investment Advisory Services
Texas
$1.5M -$3.55K -8 -0.2%
RWI
2123
Red Wave Investments
Pennsylvania
$1.5M +$16K +36 +1%
W
2124
WealthOne
New York
$1.5M +$227K +513 +18%
CWM
2125
Cranbrook Wealth Management
Michigan
$1.49M