SPY icon

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 %
FIM
2126
Fernwood Investment Management
Massachusetts
$1.5M +$190 +25 +0%
FPFS
2127
First Personal Financial Services
North Carolina
$1.5M -$96.2K -225 -6%
AC
2128
Addenda Capital
Quebec, Canada
$1.5M +$1.5M +3,505 New
CTWM
2129
Cherry Tree Wealth Management
Minnesota
$1.5M +$15K +35 +1%
HVP
2130
Hudson Value Partners
Florida
$1.5M +$385K +900 +35%
MWM
2131
Merriman Wealth Management
Washington
$1.5M -$342K -797 -19%
WKSWA
2132
White Knight Strategic Wealth Advisors
New Jersey
$1.5M -$720K -1,685 -33%
AWM
2133
Avior Wealth Management
Nebraska
$1.5M -$54.7K -128 -4%
ISL
2134
Ingalls & Snyder LLC
New York
$1.5M -$40.6K -95 -3%
PC
2135
Permanens Capital
New York
$1.49M +$17.6K +41 +1%
RIG
2136
Renaissance Investment Group
Massachusetts
$1.49M +$14.1K +33 +1%
TAM
2137
Trillium Asset Management
Massachusetts
$1.49M -$153K -358 -9%
WPP
2138
Whalerock Point Partners
Rhode Island
$1.49M
WWM
2139
Wagner Wealth Management
South Carolina
$1.48M -$69.3K -162 -4%
FRM
2140
Fox Run Management
Connecticut
$1.48M +$1.48M +3,458 New
TGAM
2141
TBH Global Asset Management
Tennessee
$1.48M +$94.5K +221 +7%
AP
2142
Atwood & Palmer
Missouri
$1.47M -$214K -500 -13%
TWM
2143
Tradition Wealth Management
Minnesota
$1.47M +$140K +328 +11%
CANC
2144
Culbertson A N & Co
Virginia
$1.47M
CCA
2145
Clearwater Capital Advisors
Illinois
$1.47M +$5.99K +14 +0.4%
TP
2146
Tranquility Partners
Tennessee
$1.46M +$368K +860 +34%
PTC
2147
Philadelphia Trust Company
Pennsylvania
$1.46M
WPW
2148
Watershed Private Wealth
Illinois
$1.46M -$196K -458 -12%
SIAP
2149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.45M -$15.4K -36 -1%
AWM
2150
Alterna Wealth Management
Texas
$1.45M -$131K -306 -8%