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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 %
EM
2301
Excalibur Management
Massachusetts
$1.1M
CWA
2302
Consilio Wealth Advisors
Washington
$1.1M -$29.3K -66 -3%
RCG
2303
Resource Consulting Group
Florida
$1.09M +$2.66K +6 +0.2%
MGIA
2304
Matthew Goff Investment Advisor
Texas
$1.09M
CWM
2305
Chemistry Wealth Management
New York
$1.09M -$37.2K -84 -3%
MSR
2306
Main Street Research
Connecticut
$1.09M +$91.7K +206 +9%
MWM
2307
Maripau Wealth Management
Indiana
$1.08M +$274K +618 +34%
APSI
2308
Asset Planning Services Inc
Louisiana
$1.08M -$886 -2 -0.1%
EWP
2309
Engrave Wealth Partners
Texas
$1.08M
VRM
2310
Vectors Research Management
New York
$1.07M +$128K +288 +14%
KCPG
2311
Kavar Capital Partners Group
Kansas
$1.07M -$1.77K -4 -0.2%
GSWM
2312
Greenup Street Wealth Management
Michigan
$1.07M +$159K +358 +17%
PM
2313
Penbrook Management
New York
$1.07M -$15.5K -35 -1%
M
2314
MOTCO
Texas
$1.07M -$15.1K -34 -1%
NIC
2315
Northwest Investment Counselors
Oregon
$1.07M +$113K +256 +12%
E
2316
ETFidea
New York
$1.07M +$62.1K +140 +6%
SM
2317
Sensible Money
Arizona
$1.07M -$164K -370 -13%
VPIM
2318
Vanguard Personalized Indexing Management
California
$1.06M -$1.67M -3,760 -61%
KDA
2319
Kraft Davis & Associates
Missouri
$1.06M +$1.06M +2,374 New
PCMC
2320
Private Capital Management (Colorado)
Colorado
$1.06M -$50.1K -113 -5%
AWA
2321
AmeriServ Wealth Advisors
Pennsylvania
$1.06M -$49.2K -111 -4%
FFP
2322
FourThought Financial Partners
Florida
$1.06M -$216K -487 -17%
IAM
2323
Innovis Asset Management
Illinois
$1.05M -$58.5K -132 -5%
CWM
2324
Collaborative Wealth Management
Florida
$1.05M +$3.1K +7 +0.3%
LCM
2325
Leisure Capital Management
California
$1.05M -$2.66K -6 -0.3%