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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 %
PWAG
2401
Polaris Wealth Advisory Group
California
$939K -$1.05M -2,363 -53%
YAL
2402
Your Advocates Ltd
Texas
$938K +$886 +2 +0.1%
WAM
2403
Worth Asset Management
Texas
$937K -$133K -300 -12%
PWS
2404
Private Wealth Strategies
Ohio
$935K -$32.8K -74 -3%
EFI
2405
EHP Funds Inc
Canada
$931K -$3.1M -7,000 -77%
CIM
2406
Chapman Investment Management
California
$927K +$21.7K +49 +2%
PEA
2407
Park Edge Advisors
Ohio
$926K +$8.87K +20 +1%
FFG
2408
Fortem Financial Group
California
$926K +$20.4K +46 +2%
SFC
2409
SYM Financial Corp
Indiana
$924K -$21.7K -49 -2%
CMP
2410
Courage Miller Partners
Virginia
$924K -$38.1K -86 -4%
BCM
2411
Bourgeon Capital Management
Connecticut
$924K +$111K +250 +14%
MFG
2412
Midwest Financial Group
Kansas
$922K +$166K +375 +22%
CF
2413
Canoe Financial
Alberta, Canada
$919K +$919K +10,125 New
VC
2414
Vestor Capital
Illinois
$917K -$192K -433 -17%
VCM
2415
Viewpoint Capital Management
Washington
$914K
SMF
2416
Sterling Manor Financial
New York
$911K -$1.33K -3 -0.1%
APC
2417
Asset Planning Corporation
Tennessee
$910K +$1.33K +3 +0.1%
PA
2418
Prossimo Advisors
California
$909K
HWA
2419
Heartwood Wealth Advisors
Virginia
$909K -$113K -254 -11%
PWA
2420
Primoris Wealth Advisors
Florida
$906K -$5.76K -13 -0.6%
BTIM
2421
BancFirst Trust & Investment Management
Oklahoma
$905K
NFG
2422
Northeast Financial Group
Pennsylvania
$904K +$598K +1,349 +196%
TC
2423
Trilogy Capital
California
$903K +$84.1K +186 +10%
TT
2424
TI-Trust
Illinois
$901K -$1.77K -4 -0.2%
BFPW
2425
BOK Financial Private Wealth
Colorado
$901K +$8.9K +20 +1%