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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 %
BWM
2101
BCS Wealth Management
Tennessee
$1.55M +$80K +187 +5%
JF
2102
JSF Financial
California
$1.55M -$6.84K -16 -0.4%
BCG
2103
Breakwater Capital Group
New Jersey
$1.54M +$238K +562 +18%
RVM
2104
Robinson Value Management
Texas
$1.54M -$1.52M -3,565 -50%
OAM
2105
Oberweis Asset Management
Illinois
$1.54M
SL
2106
Sentry LLC
Tennessee
$1.54M
CDH
2107
Charles D. Hyman
$1.54M
JPMIA
2108
J.P. Marvel Investment Advisors
Massachusetts
$1.54M
APIM
2109
Agate Pass Investment Management
Washington
$1.53M -$68.4K -160 -4%
PIWA
2110
Prevail Innovative Wealth Advisors
Kansas
$1.53M +$1.53M +3,587 New
MCWS
2111
McKinley Carter Wealth Services
West Virginia
$1.53M -$114K -267 -7%
SGI
2112
Summit Global Investments
Utah
$1.53M
BAM
2113
Banta Asset Management
California
$1.53M -$33.8K -79 -2%
CL
2114
COWA LLC
Oklahoma
$1.53M
SIP
2115
Stoneridge Investment Partners
Pennsylvania
$1.53M -$25.2K -59 -2%
WA
2116
Wambolt & Associates
Colorado
$1.52M -$11.5K -27 -0.8%
AUB
2117
Atlantic Union Bankshares
Virginia
$1.52M -$23.9K -56 -2%
HWM
2118
Hemington Wealth Management
Virginia
$1.52M -$5.98K -14 -0.4%
FCFC
2119
First Commonwealth Financial Corp
Pennsylvania
$1.52M +$26.5K +62 +2%
PAIM
2120
Punch & Associates Investment Management
Minnesota
$1.52M +$5.56K +13 +0.4%
LIG
2121
Lokken Investment Group
Delaware
$1.51M -$17.1K -40 -1%
HNWA
2122
Henrickson Nauta Wealth Advisors
Michigan
$1.51M +$77.4K +181 +5%
SMDAM
2123
Sumitomo Mitsui DS Asset Management
Japan
$1.51M -$374K -875 -20%
ODIJL
2124
One Day In July LLC
Vermont
$1.51M -$6.41K -15 -0.4%
LCM
2125
Logan Capital Management
Pennsylvania
$1.51M