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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 %
GVAG
751
Great Valley Advisor Group
Delaware
$15.2M -$2M -4,877 -12%
IA
752
IFP Advisors
Florida
$15.2M -$4.72M -23,888 -24%
CCA
753
Cobblestone Capital Advisors
New York
$15.1M -$117K -287 -0.8%
RFS
754
Retirement Financial Solutions
Tennessee
$15.1M -$4.07M -9,948 -21%
First Manhattan
755
First Manhattan
New York
$15M -$110K -268 -0.7%
GSC
756
G&S Capital
Colorado
$15M -$328K -802 -2%
PFM
757
Patton Fund Management
Texas
$15M +$783K +1,912 +6%
WFA
758
Wellspring Financial Advisors
Ohio
$15M -$185K -452 -1%
SDIC
759
South Dakota Investment Council
South Dakota
$15M -$1.41M -3,432 -9%
SA
760
Strategic Advisors
New York
$14.9M -$386K -944 -3%
TC
761
TAP Consulting
Missouri
$14.9M +$2.95M +7,212 +25%
LIM
762
Leavell Investment Management
Alabama
$14.9M -$338K -823 -2%
SIAG
763
Safeguard Investment Advisory Group
California
$14.9M +$4.53M +11,076 +44%
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$14.9M +$241K +588 +2%
FIM
765
Freedom Investment Management
Connecticut
$14.9M +$9.5M +23,211 +177%
BBA
766
BLB&B Advisors
Pennsylvania
$14.9M +$211K +516 +1%
SAM
767
Securian Asset Management
Minnesota
$14.8M -$1.93M -4,725 -12%
NL
768
NEPC LLC
Massachusetts
$14.8M +$259K +633 +2%
SWM
769
Solano Wealth Management
California
$14.8M +$14.8M +36,035 New
Credit Agricole
770
Credit Agricole
France
$14.7M -$10.4M -25,406 -41%
TWM
771
Thrive Wealth Management
Pennsylvania
$14.7M +$7.55M +18,450 +106%
WFO
772
Wealthgate Family Office
Colorado
$14.7M -$4.54M -11,092 -24%
BFWA
773
Benchmark Financial Wealth Advisors
Florida
$14.7M +$3.51M +8,576 +31%
DFA
774
Delta Financial Advisors
Louisiana
$14.7M -$2.41M -5,888 -14%
BCMIO
775
Beacon Capital Management Inc (Ohio)
Ohio
$14.6M +$14.3M +34,900 +5,328%