SPY icon

SPDR S&P 500 ETF Trust

3,239 hedge funds and large institutions have $213B invested in SPDR S&P 500 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,148 increasing their positions, 1,490 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,239
Holders Change
-49
Holders Change %
-1.49%
% of All Funds
51.84%
Holding in Top 10
911
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.22%
% of All Funds
14.58%
New
187
Increased
1,148
Reduced
1,490
Closed
167
Calls
$226B
Puts
$444B
Net Calls
-$218B
Net Calls Change
-$91.1B
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
2501
Wiser Wealth Management
Georgia
$721K +$72.5K +177 +11%
CWP
2502
Concord Wealth Partners
Virginia
$719K +$25.8K +63 +4%
IPW
2503
Intergy Private Wealth
Colorado
$714K -$125K -305 -15%
RWM
2504
Ruedi Wealth Management
Illinois
$714K -$9.41K -23 -1%
IAMOG
2505
Investors Asset Management of Georgia
Georgia
$711K +$3.69K +9 +0.5%
HW
2506
Hedeker Wealth
Illinois
$711K +$19.2K +47 +3%
KFA
2507
Kapstone Financial Advisors
Ohio
$710K
CC
2508
Capital Counsel
New York
$710K -$113K -275 -14%
NIM
2509
Nicollet Investment Management
Minnesota
$709K +$11.1K +27 +2%
DA
2510
Doliver Advisors
Texas
$708K +$282K +689 +66%
FFA
2511
Farther Finance Advisors
California
$706K +$233K +569 +49%
NL
2512
Navalign LLC
California
$705K -$3.69K -9 -0.5%
APA
2513
Astoria Portfolio Advisors
New York
$704K -$71.1K -174 -9%
CG
2514
Clarus Group
Texas
$704K -$1.11M -2,705 -61%
BMC
2515
Beaton Management Company
Massachusetts
$702K
OAP
2516
One Advisory Partners
Kansas
$701K -$3.69K -9 -0.5%
VCM
2517
Vigilant Capital Management
Maine
$700K -$98.3K -240 -12%
PAG
2518
Powers Advisory Group
Illinois
$699K
D
2519
Diversified
Delaware
$699K +$6.14K +15 +0.9%
MFG
2520
Midwest Financial Group
Kansas
$698K +$698K +1,704 New
MAS
2521
Meeder Advisory Services
Ohio
$696K +$17.6K +43 +3%
CCM
2522
Crabel Capital Management
California
$696K +$184K +450 +36%
PCM
2523
Passive Capital Management
Maryland
$696K
FMN
2524
Financial Management Network
California
$694K +$817 +2 +0.1%
FS
2525
Ferguson Shapiro
Georgia
$694K -$80.2K -196 -10%