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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 %
SAG
1101
SageView Advisory Group
California
$7.42M -$1.47M -3,600 -17%
GBT
1102
Grove Bank & Trust
Florida
$7.42M -$597K -1,459 -7%
IMOV
1103
Investment Management of Virginia
Virginia
$7.41M +$1.27M +3,096 +21%
IFWM
1104
Institute for Wealth Management
Colorado
$7.41M -$474K -1,159 -6%
DWM
1105
Destination Wealth Management
California
$7.4M -$1.48M -3,617 -17%
DWM
1106
Dakota Wealth Management
Florida
$7.4M +$458K +1,119 +7%
TWP
1107
TFO Wealth Partners
Ohio
$7.36M +$7.31M +17,844 +13,218%
ES
1108
Eagle Strategies
New York
$7.36M +$384K +938 +6%
Wealth Enhancement Advisory Services
1109
Wealth Enhancement Advisory Services
Minnesota
$7.35M +$4.33M +10,580 +144%
VCM
1110
Vivaldi Capital Management
Illinois
$7.34M -$9.82M -23,998 -57%
CAM
1111
Columbia Asset Management
Michigan
$7.32M +$443K +1,083 +6%
BHBT
1112
Burke & Herbert Bank & Trust
Virginia
$7.27M +$14.3K +35 +0.2%
PFG
1113
Pinnacle Financial Group
Illinois
$7.26M -$307K -751 -4%
RWB
1114
RMR Wealth Builders
New Jersey
$7.26M +$594K +1,452 +9%
PCA
1115
Prosperity Capital Advisors
Ohio
$7.19M +$6.51M +15,900 +956%
MBT
1116
Montecito Bank & Trust
California
$7.17M -$304K -742 -4%
PCMC
1117
Paragon Capital Management (Colorado)
Colorado
$7.16M -$76.6K -187 -1%
CCWA
1118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.15M +$421K +1,029 +6%
APP
1119
Avantax Planning Partners
Iowa
$7.15M -$366K -895 -5%
CAAM
1120
Cornerstone Advisors Asset Management
Pennsylvania
$7.15M +$73.3K +179 +1%
HC
1121
Hoese & Co
Minnesota
$7.14M -$390K -985 -5%
PWP
1122
Principle Wealth Partners
Connecticut
$7.12M -$228K -557 -3%
PWM
1123
Paulson Wealth Management
Illinois
$7.1M +$188K +459 +3%
PAI
1124
Pittenger & Anderson Inc
Nebraska
$7.08M -$270K -660 -4%
IGWM
1125
ICA Group Wealth Management
Colorado
$7.06M +$933K +2,279 +15%