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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 %
MFS
776
Madrona Financial Services
Washington
$14.5M -$1.17M -2,865 -7%
IAS
777
Insigneo Advisory Services
Florida
$14.4M +$3.02M +7,355 +27%
TA
778
TKG Advisors
Indiana
$14.3M -$275K -671 -2%
TA
779
TrueWealth Advisors
Alabama
$14.3M +$2.6M +6,360 +22%
SMG
780
Smart Money Group
Texas
$14.3M +$7.27M +17,475 +103%
FF
781
Fluent Financial
Texas
$14.2M -$22.3M -54,481 -61%
WWM
782
Western Wealth Management
Colorado
$14.2M -$293K -716 -2%
PCIA
783
Prime Capital Investment Advisors
Kansas
$14.1M -$15.8M -38,497 -53%
EWA
784
Exencial Wealth Advisors
Oklahoma
$14.1M -$638K -1,558 -4%
WSTAM
785
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M -$371K -907 -3%
KPWS
786
Kestra Private Wealth Services
Texas
$14.1M +$1.27M +3,102 +10%
FFA
787
Fi3 Financial Advisors
Indiana
$14.1M -$41.3K -101 -0.3%
RAM
788
Readystate Asset Management
Illinois
$14M +$14M +34,201 New
TWM
789
Tolleson Wealth Management
Texas
$14M -$250K -611 -2%
SWM
790
Segment Wealth Management
Texas
$14M -$9.91M -24,201 -41%
HVIA
791
Hudson Valley Investment Advisors
New York
$14M +$13.7M +33,492 +5,455%
AIP
792
Ameritas Investment Partners
Nebraska
$14M -$2.44M -5,950 -15%
MWM
793
MorganRosel Wealth Management
Colorado
$13.9M -$689K -1,683 -5%
AAG
794
Armstrong Advisory Group
Massachusetts
$13.8M -$75.7K -185 -0.5%
Lazard Asset Management
795
Lazard Asset Management
New York
$13.8M -$19.1M -46,656 -58%
BFM
796
Boston Financial Management
Massachusetts
$13.8M -$471K -1,151 -3%
TNBTD
797
Trustmark National Bank Trust Department
Mississippi
$13.7M -$836K -2,042 -6%
FCM
798
Firestone Capital Management
Florida
$13.7M +$209K +510 +2%
HFAS
799
Hummer Financial Advisory Services
Illinois
$13.7M -$62.5K -152 -0.5%
GAG
800
GM Advisory Group
New York
$13.7M +$2.84M +6,925 +26%