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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 %
RFM
2826
Royal Fund Management
Florida
$394K -$8.58M -20,947 -96%
BFA
2827
Bluestem Financial Advisors
Illinois
$393K -$10.2K -25 -3%
JJBC
2828
James J. Burns & Company
New York
$393K -$198K -483 -33%
FLA
2829
Financial Life Advisors
Texas
$393K -$4.09K -10 -1%
GWMIA
2830
Global Wealth Management Investment Advisory
Florida
$393K +$43.4K +106 +12%
BIM
2831
Bridges Investment Management
Nebraska
$391K
GG
2832
Greenwood Gearhart
Arkansas
$390K -$22.5K -55 -5%
AWC
2833
Adamsbrown Wealth Consultants
Kansas
$390K -$9.42K -23 -2%
KFSC
2834
Keystone Financial Services (Colorado)
Colorado
$389K
S
2835
SimplyRich
California
$389K
CAM
2836
Concorde Asset Management
Michigan
$387K -$243K -593 -39%
FPCG
2837
Forum Private Client Group
Indiana
$387K -$102K -249 -21%
HFG
2838
Heron Financial Group
New York
$385K
CM
2839
Cornerstone Management
Georgia
$385K -$258K -630 -40%
CBC
2840
Coombe, Bender & Co
New York
$382K +$1.64K +4 +0.4%
LC
2841
Landaas & Company
Wisconsin
$382K +$52K +127 +16%
TFO
2842
Tarbox Family Office
California
$382K
FC
2843
Fulcrum Capital
Washington
$381K
UCB
2844
United Community Bank
South Carolina
$380K
GCM
2845
Gables Capital Management
Florida
$380K
AC
2846
Addison Capital
Pennsylvania
$379K -$85.1K -208 -18%
TPW
2847
Transatlantique Private Wealth
New York
$378K
KWA
2848
KCS Wealth Advisory
California
$377K
LAM
2849
Lakewood Asset Management
Illinois
$376K
NC
2850
NovaPoint Capital
Georgia
$376K -$443K -1,082 -54%