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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 %
AWA
2376
ARQ Wealth Advisors
Arizona
$974K -$104K -234 -10%
VCS
2377
Vaughan & Co Securities
New Jersey
$971K -$2.66K -6 -0.3%
TWM
2378
Trevian Wealth Management
Massachusetts
$971K -$529K -1,194 -35%
FB
2379
Fulton Bank
Pennsylvania
$970K
BWM
2380
Boyd Wealth Management
California
$969K +$2.22K +5 +0.2%
HI
2381
Horizon Investments
North Carolina
$965K -$11.5K -26 -1%
EC
2382
EdgeRock Capital
Colorado
$963K +$890 +2 +0.1%
AG
2383
Appleton Group
Wisconsin
$961K +$12.9K +29 +1%
SIM
2384
Stratos Investment Management
Ohio
$959K -$75.8K -171 -7%
SWM
2385
Sugarloaf Wealth Management
Georgia
$958K -$39.5K -89 -4%
LCM
2386
Lewis Capital Management
California
$957K
4WM
2387
4J Wealth Management
Virginia
$955K -$51.9K -117 -5%
PHS
2388
Pekin Hardy Strauss
Illinois
$955K -$154K -348 -14%
SG
2389
Strid Group
Pennsylvania
$954K
EFMC
2390
Empire Financial Management Company
New York
$954K
3IP
2391
3Chopt Investment Partners
Virginia
$953K +$19.1K +43 +2%
LG
2392
LAM Group
Oregon
$953K
ACM
2393
American Capital Management
New York
$951K
MSFP
2394
Mark Sheptoff Financial Planning
Connecticut
$948K +$44.3K +100 +5%
HFS
2395
Heritage Financial Services
Massachusetts
$943K -$141K -317 -13%
MW
2396
Marcum Wealth
Ohio
$941K -$43K -97 -4%
MPIA
2397
Mountain Pacific Investment Advisers
Idaho
$941K
AFP
2398
Alpha Financial Partners
Kentucky
$940K -$886 -2 -0.1%
RTL
2399
Red Tortoise LLC
Georgia
$940K -$15.1K -34 -2%
WFA
2400
Websterrogers Financial Advisors
South Carolina
$940K +$3.1K +7 +0.3%