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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 %
IFAM
651
Institutional & Family Asset Management
Colorado
$18.4M -$17M -41,524 -48%
GEA
652
Glen Eagle Advisors
New Jersey
$18.4M -$357K -871 -2%
SCM
653
Shelton Capital Management
Colorado
$18.4M -$198K -484 -1%
GSC
654
Ground Swell Capital
South Carolina
$18.3M +$13.1M +31,923 +249%
FBFS
655
First Business Financial Services
Wisconsin
$18.2M -$165K -402 -0.9%
ECML
656
Eagle Capital Management (Louisiana)
Louisiana
$18.2M +$6.92M +16,892 +61%
AFG
657
Affinia Financial Group
Massachusetts
$18.2M -$1.07M -2,603 -6%
IFO
658
Independent Family Office
New York
$18.1M -$361K -882 -2%
FT
659
Fiduciary Trust
Massachusetts
$18.1M -$505K -1,233 -3%
PM
660
Precept Management
Texas
$18M +$18M +44,000 New
BWFA
661
Baltimore-Washington Financial Advisors
Maryland
$17.9M -$515K -1,259 -3%
CAM
662
CenterStar Asset Management
Illinois
$17.9M +$17.9M +43,706 New
CB
663
Cadence Bank
Mississippi
$17.9M -$10.6K -26 -0.1%
PWW
664
Pettyjohn Wood & White
Virginia
$17.8M +$646K +1,579 +4%
Toronto Dominion Bank
665
Toronto Dominion Bank
Ontario, Canada
$17.7M -$204M -498,093 -92%
HFRG
666
Houlihan Financial Resource Group
Virginia
$17.7M +$38.1K +93 +0.2%
KFC
667
Klingenstein Fields & Co
New York
$17.5M -$15.7M -38,357 -47%
TPW
668
Tiller Private Wealth
Pennsylvania
$17.5M +$38.5K +94 +0.2%
CS
669
Comerica Securities
Michigan
$17.5M -$591K -1,437 -3%
TMWM
670
Taylor & Morgan Wealth Management
Michigan
$17.5M +$2.23M +5,439 +15%
NWM
671
NEIRG Wealth Management
Massachusetts
$17.4M -$863K -2,107 -5%
RBC
672
Roble Belko & Company
Pennsylvania
$17.4M -$303K -741 -2%
AFS
673
Aft Forsyth & Sober
Florida
$17.4M -$3.27M -7,980 -16%
CCM
674
Chilton Capital Management
Texas
$17.4M -$1.53M -3,737 -8%
FBB
675
Fulton Breakefield Broenniman
Maryland
$17.4M -$101K -247 -0.6%