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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 %
PMFA
926
Plante Moran Financial Advisors
Michigan
$10.6M -$122K -299 -1%
SCM
927
Shapiro Capital Management
Georgia
$10.6M -$31M -75,634 -75%
WA
928
Wealth Architects
California
$10.6M +$16.4K +40 +0.2%
HI
929
Harbour Investments
Wisconsin
$10.5M -$638K -1,558 -6%
BC
930
Belmont Capital
California
$10.5M
CG
931
Corundum Group
Colorado
$10.5M +$4.28M +10,456 +69%
PG
932
Prostatis Group
Maryland
$10.5M +$10.2M +24,741 +3,539%
GWSG
933
GPS Wealth Strategies Group
Colorado
$10.5M +$45K +110 +0.4%
MCM
934
Monument Capital Management
Virginia
$10.5M -$11.5K -28 -0.1%
NC
935
NBW Capital
Massachusetts
$10.4M -$3.22M -7,859 -24%
SIC
936
Salem Investment Counselors
North Carolina
$10.4M +$18.1K +44 +0.2%
AMBIA
937
Allen Mooney & Barnes Investment Advisors
Georgia
$10.4M -$472K -1,153 -4%
PIM
938
Penobscot Investment Management
Massachusetts
$10.4M -$640K -1,564 -6%
BIAS
939
Beacon Investment Advisory Services
New Jersey
$10.4M -$8.91M -21,758 -46%
TCM
940
Triumph Capital Management
Colorado
$10.4M -$1.19M -2,911 -10%
SAI
941
Systematic Alpha Investments
New Jersey
$10.3M
SCM
942
Schnieders Capital Management
California
$10.3M +$58.5K +143 +0.6%
HFS
943
Howard Financial Services
Texas
$10.3M +$49.1K +120 +0.5%
FCP
944
Fidelis Capital Partners
Florida
$10.3M +$9.6M +23,271 +1,434%
FHA
945
Flagship Harbor Advisors
Massachusetts
$10.3M -$7.18M -17,528 -41%
PFA
946
Pathway Financial Advisors
Vermont
$10.2M
AWA
947
Aaron Wealth Advisors
Illinois
$10.2M +$261K +638 +3%
SCM
948
Stordahl Capital Management
Colorado
$10.2M -$53.6K -131 -0.5%
TYCC
949
Texas Yale Capital Corp
Florida
$10.2M +$525K +1,282 +5%
BFG
950
Bouchey Financial Group
New York
$10.2M +$14.3K +35 +0.1%