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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 %
BIM
2526
Barton Investment Management
Pennsylvania
$692K -$143K -350 -17%
DC
2527
Darrow Company
Massachusetts
$689K -$185K -452 -21%
SFG
2528
Steward Financial Group
Texas
$689K
JWM
2529
Jessup Wealth Management
Ohio
$688K +$409 +1 +0.1%
FPWM
2530
FSB Premier Wealth Management
Iowa
$686K
SIG
2531
Spinnaker Investment Group
California
$684K +$178K +434 +35%
SIAS
2532
Summit Investment Advisory Services
Minnesota
$683K +$819 +2 +0.1%
CIA
2533
Cladis Investment Advisory
Montana
$681K +$20.5K +50 +3%
III
2534
Independent Investors Inc
New York
$680K +$20.5K +50 +3%
AWMS
2535
Advocacy Wealth Management Services
Georgia
$679K
FC
2536
FCA Corp
Texas
$677K
DI
2537
Diligent Investors
California
$675K -$36.8K -90 -5%
WTFG
2538
Wells Trecaso Financial Group
Ohio
$674K -$61.4K -150 -8%
HT
2539
HighTower Trust
Texas
$672K -$31.3K -81 -4%
LFA
2540
LifeGuide Financial Advisors
Pennsylvania
$671K
KFI
2541
Key Financial Inc
Pennsylvania
$668K +$25.8K +63 +4%
HCP
2542
Hexagon Capital Partners
Arkansas
$667K -$42.6K -104 -6%
AWM
2543
AllSquare Wealth Management
New York
$667K -$6.14K -15 -0.9%
PPWM
2544
PFG Private Wealth Management
Florida
$666K -$4.5K -11 -0.7%
PFC
2545
Phocas Financial Corp
California
$665K -$57.3K -140 -8%
SWM
2546
Seaside Wealth Management
California
$664K +$2.46K +6 +0.4%
RFG
2547
RFP Financial Group
Georgia
$663K -$92.2K -225 -12%
DIS
2548
Diversified Investment Strategies
Louisiana
$663K
BPFA
2549
Barnes Pettey Financial Advisors
Mississippi
$662K
AFA
2550
American Financial Advisors
Georgia
$662K +$8.19K +20 +1%