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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 %
PFA
2851
Pathway Financial Advisers
Indiana
$375K +$177K +431 +89%
AWMT
2852
AAFMAA Wealth Management & Trust
North Carolina
$375K -$6.14K -15 -2%
PCM
2853
Piedmont Capital Management
Montana
$375K -$40.7K -100 -10%
FA
2854
FC Advisory
Pennsylvania
$374K +$105K +257 +39%
GA
2855
Greenspring Advisors
Maryland
$374K -$32.7K -80 -8%
TDWM
2856
Topel & Distasi Wealth Management
California
$374K -$16.8K -41 -4%
KIC
2857
Kensington Investment Counsel
California
$374K +$65.1K +159 +21%
EA
2858
Eudaimonia Advisors
Tennessee
$372K -$41K -100 -10%
SCM
2859
Stonehearth Capital Management
Massachusetts
$370K
MAC
2860
Mason & Associates (California)
California
$370K +$370K +903 New
AL
2861
ADE LLC
Maryland
$368K
AR
2862
Advisory Research
Illinois
$367K -$261K -638 -42%
RP
2863
Rowlandmiller & Partners
Georgia
$367K +$8.6K +21 +2%
VT
2864
Vise Technologies
New York
$366K +$366K +894 New
PFA
2865
Petra Financial Advisors
Colorado
$365K +$16K +39 +5%
AG
2866
Advocate Group
Minnesota
$360K -$9.41K -23 -3%
WMWM
2867
Whitaker-Myers Wealth Managers
Ohio
$360K -$5.33K -13 -1%
SSW
2868
Smith Shellnut Wilson
Mississippi
$359K
DC
2869
DeDora Capital
California
$359K
WFMPM
2870
Woodley Farra Manion Portfolio Management
Indiana
$358K +$122K +296 +51%
EPWM
2871
Essex Private Wealth Management
Massachusetts
$358K +$409 +1 +0.1%
BZWA
2872
Blue Zone Wealth Advisors
California
$358K -$2.05K -5 -0.6%
MWP
2873
Meridian Wealth Partners
Pennsylvania
$357K -$31.1K -76 -8%
FMP
2874
Financial Management Professionals
Texas
$356K -$452K -1,104 -56%
GCA
2875
Greenwood Capital Associates
South Carolina
$356K -$449K -1,098 -56%