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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 %
JFA
2301
JNBA Financial Advisors
Minnesota
$1.12M +$184K +431 +20%
FC
2302
Financial Council
Maryland
$1.12M -$57.3K -134 -5%
HIMC
2303
Heritage Investors Management Corp
Maryland
$1.12M -$12.8K -30 -1%
MPW
2304
Monterey Private Wealth
California
$1.12M +$428 +1 +0%
LRPA
2305
L. Roy Papp & Associates
Arizona
$1.12M
CB
2306
CNB Bank
Pennsylvania
$1.12M -$18.8K -44 -2%
SAMC
2307
Spectrum Asset Management (California)
California
$1.12M +$17.2K +40 +2%
RMC
2308
Resources Management Corp
Connecticut
$1.12M -$12K -28 -1%
CWA
2309
Core Wealth Advisors
Florida
$1.12M
BG
2310
Bellevue Group
Switzerland
$1.11M +$342K +800 +44%
BA
2311
Ballast Advisors
Minnesota
$1.1M -$135K -315 -11%
RDWM
2312
Red Door Wealth Management
Tennessee
$1.1M -$1.18M -2,767 -52%
SGK
2313
Steigerwald Gordon & Koch
Virginia
$1.1M +$9.83K +23 +0.9%
VAS
2314
Valicenti Advisory Services
New York
$1.1M +$1.71K +4 +0.2%
E
2315
ETFidea
New York
$1.09M +$64.5K +151 +6%
PCMC
2316
Private Capital Management (Colorado)
Colorado
$1.09M +$68.4K +160 +7%
BCM
2317
BluePath Capital Management
Georgia
$1.09M +$1.09M +2,554 New
SAA
2318
Southeast Asset Advisors
Georgia
$1.09M +$855 +2 +0.1%
PA
2319
Parkside Advisors
California
$1.09M -$37.3K -87 -3%
MA
2320
MBA Advisors
Pennsylvania
$1.09M +$11.1K +26 +1%
NCM
2321
Next Capital Management
New York
$1.09M
PWM
2322
PRW Wealth Management
Massachusetts
$1.09M
CWM
2323
Castle Wealth Management
Florida
$1.08M -$4.29K -10 -0.4%
UCB
2324
United Community Bank
South Carolina
$1.07M +$678K +1,585 +171%
DFG
2325
Delta Financial Group
New Jersey
$1.07M +$97.4K +228 +10%