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 %
MRCM
2651
M&R Capital Management
New Jersey
$546K +$22.1K +54 +4%
EL
2652
EWA LLC
Pennsylvania
$545K +$545K +1,325 New
DSAM
2653
Dock Street Asset Management
Florida
$544K
ACM
2654
Altrius Capital Management
North Carolina
$544K -$110K -268 -17%
AIM
2655
AHL Investment Management
Florida
$543K +$30.7K +75 +6%
MAM
2656
Morse Asset Management
Connecticut
$543K -$12.3K -30 -2%
IWP
2657
Insight Wealth Partners
Texas
$542K +$133K +325 +33%
OC
2658
Oarsman Capital
Wisconsin
$542K +$819 +2 +0.2%
ECM
2659
EagleClaw Capital Management
Massachusetts
$542K +$138K +338 +34%
RWM
2660
Rockwood Wealth Management
Pennsylvania
$539K +$539K +1,317 New
WQ
2661
Wealth Quarterback
New Jersey
$537K -$20.1K -49 -4%
CMBA
2662
C.M. Bidwell & Associates
Hawaii
$537K
ACM
2663
Ardent Capital Management
Ohio
$537K
SWM
2664
Shakespeare Wealth Management
Wisconsin
$536K -$801K -1,955 -60%
ICM
2665
IMS Capital Management
Oregon
$534K +$1.23K +3 +0.2%
TWM
2666
TriaGen Wealth Management
California
$533K -$38.1K -93 -7%
FPIS
2667
Financial Planning & Information Services
Wisconsin
$533K -$3.69K -9 -0.7%
BBW
2668
Blue Barn Wealth
Utah
$530K -$4.51K -11 -0.8%
BMD
2669
Better Money Decisions
New Mexico
$529K -$2.05K -5 -0.4%
TCMP
2670
Thrive Capital Management (Pennsylvania)
Pennsylvania
$528K -$35.9K -89 -6%
ZAM
2671
Zevin Asset Management
Massachusetts
$528K
HG
2672
Harbor Group
New Hampshire
$525K -$13.5K -33 -3%
HTHT
2673
Hemenway Trust Hemenway Trust
New Hampshire
$525K -$5.65M -13,804 -92%
PPC
2674
Park Place Capital
Alabama
$524K -$185K -453 -26%
WFAG
2675
Wescott Financial Advisory Group
Pennsylvania
$523K