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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 %
KA
701
Kovack Advisors
Florida
$16.6M -$418K -1,020 -2%
KWM
702
KFG Wealth Management
Indiana
$16.5M +$5.38M +13,017 +48%
AP
703
Archon Partners
New Jersey
$16.4M -$4.34M -10,600 -21%
PHAM
704
Palisades Hudson Asset Management
Florida
$16.4M -$114K -279 -0.7%
M1FG
705
Mach-1 Financial Group
Arkansas
$16.4M
CWP
706
Curated Wealth Partners
California
$16.4M +$483K +1,180 +3%
BFG
707
Baron Financial Group
New Jersey
$16.3M +$359K +876 +2%
APC
708
Aspire Private Capital
North Carolina
$16.3M +$5.26M +12,850 +48%
RBC
709
Romano Brothers & Co
Illinois
$16.2M +$392K +958 +2%
FIBT
710
First International Bank & Trust
North Dakota
$16.2M +$106K +259 +0.7%
Berkshire Hathaway
711
Berkshire Hathaway
Nebraska
$16.1M
EAM
712
Erste Asset Management
Austria
$16.1M +$4.39M +10,775 +37%
VCM
713
Verger Capital Management
North Carolina
$16.1M -$40.1K -98 -0.2%
LCM
714
LCM Capital Management
Illinois
$16.1M +$193K +471 +1%
TAM
715
Titleist Asset Management
Texas
$16.1M +$16.1M +39,324 New
APWA
716
Atlas Private Wealth Advisors
New Jersey
$16.1M +$2.57M +6,275 +19%
MCM
717
Magnolia Capital Management
New York
$16M -$69.6K -170 -0.4%
CCM
718
Corsair Capital Management
New York
$16M -$1.73M -4,238 -10%
PA
719
Parallel Advisors
California
$16M +$714K +1,745 +5%
TM
720
Tikvah Management
North Carolina
$16M
BWM
721
Brickley Wealth Management
California
$15.9M +$20.1K +49 +0.1%
AFA
722
Atlas Financial Advisors
California
$15.8M -$2.31M -5,644 -13%
Koshinski Asset Management
723
Koshinski Asset Management
Illinois
$15.8M +$32.3K +79 +0.2%
BAM
724
Blueshift Asset Management
New Jersey
$15.8M +$425K +1,039 +3%
Empower Advisory Group
725
Empower Advisory Group
Colorado
$15.8M +$15.8M +38,479 New