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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 %
BFS
3126
Bard Financial Services
Connecticut
$205K +$205K +500 New
BAG
3127
Briggs Advisory Group
Rhode Island
$205K +$205K +500 New
OFA
3128
Oak Family Advisors
Illinois
$204K -$13.5K -33 -6%
HWMG
3129
Hurlow Wealth Management Group
Indiana
$203K +$203K +496 New
BF
3130
Brooklyn FI
New York
$203K +$203K +427 New
CIAS
3131
CBIZ Investment Advisory Services
Ohio
$203K +$203K +493 New
FTDI
3132
First Trust Direct Indexing
Massachusetts
$202K -$241K -590 -54%
BC
3133
Brio Consultants
California
$202K -$210K -513 -51%
HPWA
3134
Hall Private Wealth Advisors
North Carolina
$202K +$202K +493 New
V
3135
ViaWealth
Kansas
$200K +$200K +489 New
IWP
3136
IAG Wealth Partners
Wisconsin
$200K
PBF
3137
Petix & Botte Financial
California
$200K +$200K +489 New
BCM
3138
Blume Capital Management
California
$198K
RMC
3139
Resources Management Corp
Connecticut
$198K -$1.02M -6,617 -84%
BC
3140
Blackhill Capital
New Jersey
$196K
KHC
3141
Koesten Hirschmann & Crabtree
Kansas
$191K
DWA
3142
Dougherty Wealth Advisers
Minnesota
$177K -$2.05K -5 -1%
ADIM
3143
Alpha DNA Investment Management
Maryland
$172K
CMA
3144
Cedar Mountain Advisors
Oregon
$166K +$54.5K +133 +49%
GWSA
3145
Global Wealth Strategies & Associates
Colorado
$163K +$11.5K +28 +8%
TJHA
3146
Thomas J. Herzfeld Advisors
Florida
$160K
RI
3147
Ridgewood Investments
New Jersey
$156K +$156K +382 New
LF
3148
Lee Financial
Texas
$155K
CMP
3149
Coston McIsaac & Partners
Maine
$152K +$5.31K +13 +4%
GG
3150
Gleason Group
Kentucky
$149K +$410 +1 +0.3%