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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 %
CAM
2201
Congress Asset Management
Massachusetts
$1.36M +$10.3K +24 +0.8%
AG
2202
Ascent Group
Virginia
$1.36M -$70.3K -162 -5%
CCA
2203
Checchi Capital Advisers
California
$1.35M -$4.85M -11,351 -78%
MPW
2204
MA Private Wealth
California
$1.35M -$59.4K -139 -4%
MPCG
2205
Matrix Private Capital Group
New York
$1.35M +$84.5K +197 +7%
GHAM
2206
Gilman Hill Asset Management
Connecticut
$1.34M -$25.6K -60 -2%
DAM
2207
Delta Asset Management
Tennessee
$1.34M -$66.3K -155 -5%
EFN
2208
Equita Financial Network
Pennsylvania
$1.34M +$1.34M +3,136 New
Legacy Financial Group (Iowa)
2209
Legacy Financial Group (Iowa)
Iowa
$1.34M +$1.34M +3,125 New
CWS
2210
Confluence Wealth Services
Pennsylvania
$1.34M -$427 -1 -0%
EWM
2211
EPG Wealth Management
Georgia
$1.33M -$10.3K -24 -0.8%
ERWM
2212
Elk River Wealth Management
Colorado
$1.33M -$212K -494 -14%
CFMC
2213
Curbstone Financial Management Corp
New Hampshire
$1.32M
EP
2214
Eudaimonia Partners
Tennessee
$1.32M -$14.5K -34 -1%
BHIA
2215
Birch Hill Investment Advisors
Massachusetts
$1.32M -$128K -300 -9%
Betterment LLC
2216
Betterment LLC
New York
$1.32M +$183K +429 +16%
PMAM
2217
Picton Mahoney Asset Management
Ontario, Canada
$1.31M +$209K +490 +19%
GF
2218
Goodman Financial
Texas
$1.31M -$5.98K -14 -0.5%
BCP
2219
Blue Chip Partners
Michigan
$1.31M -$88.5K -207 -6%
MYIA
2220
Mount Yale Investment Advisors
Colorado
$1.31M -$107K -250 -8%
9WM
2221
9258 Wealth Management
Ohio
$1.31M -$6.41K -15 -0.5%
HDIM
2222
Hanson & Doremus Investment Management
Vermont
$1.3M
GPA
2223
Garrison Point Advisors
California
$1.3M +$13.7K +32 +1%
FWP
2224
Falcon Wealth Planning
California
$1.3M +$16.2K +38 +1%
FCIM
2225
Fairview Capital Investment Management
California
$1.29M -$100K -235 -7%