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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 %
BWM
1001
Bulltick Wealth Management
Florida
$9.12M -$2.5M -6,090 -22%
LBC
1002
Lowe Brockenbrough & Co
Virginia
$9.1M
MLL
1003
Moody Lynn & Lieberson
Massachusetts
$9.09M -$22.5K -55 -0.2%
BB
1004
Bell Bank
North Dakota
$9.06M -$24M -58,594 -73%
GC
1005
Grimes & Company
Massachusetts
$9.05M -$109K -267 -1%
DLG
1006
Daniel L. Goodwin
$9.04M
WPA
1007
West Paces Advisors
Georgia
$9.03M +$1.03M +2,518 +13%
MWM
1008
Modera Wealth Management
New Jersey
$9.01M +$1.28M +3,122 +17%
HR
1009
Howe & Rusling
New York
$9.01M -$2.04M -4,977 -18%
CI
1010
Cordant Inc
Oregon
$8.98M -$124K -303 -1%
BV
1011
Boxwood Ventures
Illinois
$8.97M
TAM
1012
Todd Asset Management
Kentucky
$8.96M -$373K -910 -4%
TWA
1013
Tandem Wealth Advisors
Arizona
$8.95M +$289K +707 +3%
UB
1014
UMB Bank
Missouri
$8.95M -$373K -911 -4%
MSFS
1015
Main Street Financial Solutions
Pennsylvania
$8.92M -$457K -1,116 -5%
GWANC
1016
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.92M -$278K -676 -3%
KIG
1017
Kowal Investment Group
Wisconsin
$8.85M +$1.32M +3,213 +17%
ACI
1018
Alpha Cubed Investments
California
$8.85M -$1.79M -4,363 -17%
ACA
1019
Atlas Capital Advisors
Wyoming
$8.84M -$96.2K -235 -1%
MWP
1020
MYCIO Wealth Partners
Pennsylvania
$8.82M -$138K -336 -2%
MCC
1021
Money Concepts Capital
Florida
$8.82M +$8.2M +377,192 +1,328%
RZH
1022
Relyea Zuckerberg Hanson
Connecticut
$8.82M -$10.2K -25 -0.1%
SI
1023
SimpliFi Inc
California
$8.81M -$8.14M -19,884 -48%
CT
1024
Coastline Trust
Rhode Island
$8.81M -$2.08M -5,089 -19%
LWM
1025
Lionsbridge Wealth Management
Florida
$8.79M +$6.33M +15,467 +258%