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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 %
NFP
2276
Narus Financial Partners
Utah
$1.17M +$15K +35 +1%
SFP
2277
Sterling Financial Planning
New Jersey
$1.17M +$855 +2 +0.1%
P
2278
&Partners
Tennessee
$1.17M +$46.2K +108 +4%
FWA
2279
FSM Wealth Advisors
Ohio
$1.17M +$4.27K +10 +0.4%
ACM
2280
American Capital Management
New York
$1.16M +$244K +571 +27%
SW
2281
SMART Wealth
Nebraska
$1.16M +$58.6K +137 +5%
BWM
2282
BlackDiamond Wealth Management
New York
$1.16M -$257K -618 -18%
LA
2283
LVW Advisors
New York
$1.16M -$32.1K -75 -3%
EPM
2284
Equitec Proprietary Markets
Illinois
$1.16M +$1.16M +2,702 New
FG
2285
Foster Group
Iowa
$1.15M +$472K +1,104 +69%
BCM
2286
Bourgeon Capital Management
Connecticut
$1.15M +$263K +615 +30%
SPI
2287
Sutton Place Investors
New York
$1.15M -$40.6K -95 -3%
DP
2288
Dearborn Partners
Illinois
$1.15M +$52.6K +123 +5%
PAWA
2289
Palo Alto Wealth Advisors
California
$1.15M -$98.7K -230 -8%
OHIS
2290
Oak Harvest Investment Services
Texas
$1.14M +$81.6K +191 +8%
TF
2291
Theory Financial
Colorado
$1.14M -$1.71K -4 -0.1%
IHL
2292
Investment House LLC
California
$1.14M
REMPR
2293
Roof Eidam Maycock Peralta (REMP)
California
$1.14M +$35.5K +83 +3%
WWM
2294
Westwood Wealth Management
California
$1.14M -$32.1K -75 -3%
EAM
2295
Eschler Asset Management
United Kingdom
$1.13M +$1.13M +2,651 New
WFA
2296
WMG Financial Advisors
Tennessee
$1.13M -$1.19M -2,785 -51%
SHFA
2297
SS&H Financial Advisors
Michigan
$1.13M +$1.13M +2,640 New
PCA
2298
Private Capital Advisors
Connecticut
$1.13M +$10K +24 +0.9%
PP
2299
PDS Planning
Ohio
$1.13M +$427 +1 +0%
GFA
2300
Gallagher Fiduciary Advisors
Illinois
$1.13M +$145K +338 +15%