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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 %
AssetMark Inc
2601
AssetMark Inc
California
$593K -$611K -1,493 -51%
SHA
2602
Seneca House Advisors
Virginia
$590K
WFA
2603
Wade Financial Advisory
California
$590K -$10.6K -26 -2%
FNBOSM
2604
First National Bank of South Miami
Florida
$589K -$21.3K -52 -3%
TIA
2605
Tandem Investment Advisors
South Carolina
$587K -$15.5K -38 -3%
RPGK
2606
Retirement Planning Group (Kansas)
Kansas
$587K +$22.5K +55 +4%
D
2607
Dentgroup
Louisiana
$587K +$14.7K +36 +3%
HWM
2608
HighMark Wealth Management
Minnesota
$586K +$1.23K +3 +0.2%
FWM
2609
Finer Wealth Management
Massachusetts
$586K +$10.6K +26 +2%
AA
2610
Addison Advisors
Vermont
$586K +$20.9K +51 +4%
PWSG
2611
Pacific Wealth Strategies Group
California
$584K -$9.83K -24 -2%
TIAM2
2612
Tru Independence Asset Management 2
Oregon
$583K +$583K +1,425 New
NOI
2613
Newton One Investments
Delaware
$583K +$2.46K +6 +0.4%
PCM
2614
Pennsylvania Capital Management
Pennsylvania
$581K -$2.46K -6 -0.4%
HS
2615
Horan Securities
United States
$580K +$11.5K +28 +2%
EAM
2616
Eagle Asset Management
Florida
$580K -$18.7M -45,686 -97%
HC
2617
Hourglass Capital
Texas
$578K -$197K -480 -25%
RB
2618
Renasant Bank
Mississippi
$576K -$282K -688 -33%
KL
2619
KWMG LLC
Kansas
$575K -$42.2K -103 -7%
XSC
2620
X-Square Capital
Puerto Rico
$575K +$410 +1 +0.1%
RWM
2621
Reston Wealth Management
Virginia
$573K +$2.46K +6 +0.4%
RIP
2622
RAM Investment Partners
Washington
$573K +$127K +311 +29%
Russell Investments Group
2623
Russell Investments Group
United Kingdom
$573K +$572K +1,398 +139,800%
PRWA
2624
Platte River Wealth Advisors
Colorado
$572K -$1.23K -3 -0.2%
BWL
2625
Beacon Wealthcare LLC
North Carolina
$572K