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 %
CVM
2926
Cheviot Value Management
California
$323K -$12.3K -30 -4%
RF
2927
Robbins Farley
New Hampshire
$323K +$36.8K +90 +13%
TWM
2928
Tanager Wealth Management
United Kingdom
$323K +$23.8K +58 +8%
AIA
2929
AIMZ Investment Advisors
California
$323K +$409 +1 +0.1%
NF
2930
Norwood Financial
Pennsylvania
$322K -$66.3K -162 -17%
RWA
2931
Rainsberger Wealth Advisors
Colorado
$321K +$1.23K +3 +0.4%
SWM
2932
Stockman Wealth Management
Montana
$321K
SC
2933
Schoolcraft Capital
Colorado
$320K
WG
2934
Watchman Group
Texas
$319K
5SA
2935
5th Street Advisors
Connecticut
$318K +$318K +777 New
VAS
2936
Vestmark Advisory Solutions
Massachusetts
$318K -$2.4M -5,870 -88%
IAG
2937
Investment Advisory Group
Massachusetts
$317K -$204K -499 -39%
MIM
2938
Macroview Investment Management
Maryland
$315K -$72.5K -177 -19%
RWRC
2939
R.W. Roge & Company
New York
$315K
SEP
2940
Southland Equity Partners
Missouri
$314K +$27.4K +67 +10%
BFAG
2941
Blackston Financial Advisory Group
Florida
$314K -$722K -1,766 -70%
IC
2942
Iconiq Capital
California
$314K +$1.23K +3 +0.4%
RAM
2943
Roanoke Asset Management
New Jersey
$313K -$2.05K -5 -0.6%
BIA
2944
Beacon Investment Advisors
Maryland
$313K +$1.64K +4 +0.5%
UBG
2945
United Bank (Georgia)
Georgia
$312K -$2.87K -7 -0.9%
LW
2946
Lauer Wealth
Indiana
$312K +$312K +757 New
TCM
2947
Telos Capital Management
California
$311K -$408K -997 -57%
CA
2948
Carson Advisory
Georgia
$311K +$311K +759 New
CTFG
2949
Capstone Triton Financial Group
Oklahoma
$310K -$30.7K -75 -9%
AIC
2950
Archer Investment Corporation
Indiana
$309K -$2.46K -6 -0.8%