SPY icon

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 %
CWA
2426
Consilium Wealth Advisory
Texas
$900K -$96.2K -217 -10%
LCC
2427
Lincoln Capital Corp
Rhode Island
$893K -$13.3K -30 -1%
ACA
2428
Affinity Capital Advisors
California
$892K -$6.21K -14 -0.7%
BMM
2429
Buffington Mohr McNeal
Idaho
$889K -$6.65K -15 -0.7%
VWMG
2430
Virginia Wealth Management Group
Virginia
$887K
WWM
2431
WJ Wealth Management
Arizona
$883K +$883K +1,993 New
LRIC
2432
Long Road Investment Counsel
Michigan
$882K -$88.7K -200 -9%
AC
2433
AWM Capital
Arizona
$881K -$29.3K -66 -3%
WA
2434
Wealthstar Advisors
Texas
$881K -$39.4K -89 -4%
SOAG
2435
Silver Oak Advisory Group
Oregon
$877K -$61.6K -139 -7%
CCM
2436
Crabel Capital Management
California
$877K +$123K +278 +16%
LOPW
2437
Live Oak Private Wealth
North Carolina
$877K -$209K -471 -19%
CSIA
2438
Charles Schwab Investment Advisory
California
$876K -$47.4K -107 -5%
PHIC
2439
Pine Haven Investment Counsel
Massachusetts
$875K
NEWAS
2440
N.E.W. Advisory Services
Wisconsin
$873K +$13.3K +30 +2%
6F
2441
626 Financial
Michigan
$867K -$90.4K -204 -9%
WSCM
2442
Wellington Shields Capital Management
New York
$867K -$47.9K -108 -5%
VBWMG
2443
Von Berge Wealth Management Group
California
$867K +$15.1K +34 +2%
CPG
2444
Cornerstone Planning Group
New Jersey
$866K +$866K +1,954 New
SFS
2445
Shaker Financial Services
Virginia
$864K +$864K +1,950 New
LCOV
2446
London Company of Virginia
Virginia
$864K -$105K -238 -11%
RSS
2447
Rosenblum Silverman Sutton
California
$864K -$15.1K -34 -2%
CGH
2448
Crossmark Global Holdings
Texas
$862K +$1.37K +3 +0.2%
HNW
2449
High Note Wealth
Minnesota
$862K -$25.3K -57 -3%
CPSC
2450
Carl P. Sherr & Co
Massachusetts
$861K