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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 %
SCP
2576
Stevens Capital Partners
Nebraska
$629K +$1.64K +4 +0.3%
JWWM
2577
Johnson & White Wealth Management
Pennsylvania
$621K +$621K +1,516 New
GDP
2578
Great Diamond Partners
Maine
$621K -$5.89M -14,391 -90%
QHA
2579
Quarry Hill Advisors
Minnesota
$619K
ACG
2580
Allen Capital Group
Nebraska
$619K +$619K +1,511 New
IIC
2581
Integrated Investment Consultants
Michigan
$617K -$379K -925 -38%
SW
2582
SkyOak Wealth
Michigan
$617K -$56.1K -137 -8%
ACM
2583
Ategra Capital Management
Virginia
$617K +$73.7K +180 +14%
CAM
2584
Cypress Asset Management
Texas
$616K +$22.1K +54 +4%
PFG
2585
PAX Financial Group
Texas
$615K +$1.64K +4 +0.3%
RIM
2586
RW Investment Management
Idaho
$615K +$299K +731 +95%
DAM
2587
Doheny Asset Management
California
$614K
SAM
2588
Secure Asset Management
Michigan
$611K +$2.87K +7 +0.5%
SIA
2589
Schear Investment Advisers
Ohio
$610K +$49.5K +121 +9%
FSC
2590
Full Sail Capital
Oklahoma
$609K -$16.8K -41 -3%
KFP
2591
KB Financial Partners
New Jersey
$606K -$293K -716 -33%
FAM
2592
Fenimore Asset Management
New York
$605K
LWM
2593
Liberty Wealth Management
California
$603K +$603K +1,474 New
AWMNH
2594
Arcadia Wealth Management (New Hampshire)
New Hampshire
$602K +$62.2K +152 +12%
WA
2595
WESPAC Advisors
California
$601K +$601K +1,469 New
WFM
2596
Wolff Financial Management
Michigan
$601K +$818 +2 +0.1%
MCM
2597
McDonough Capital Management
Florida
$599K
FWM
2598
Fortress Wealth Management
California
$596K +$2.05K +5 +0.3%
WA
2599
WealthTrust Axiom
Pennsylvania
$596K +$26.6K +65 +5%
TWA
2600
Trellis Wealth Advisors
California
$596K