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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 %
EIG
1126
Ellenbecker Investment Group
Wisconsin
$7.05M -$190K -465 -3%
LSA
1127
Lansing Street Advisors
Pennsylvania
$7.01M +$282K +689 +4%
MSWMA
1128
Market Street Wealth Management Advisors
Indiana
$6.98M -$62.6K -153 -0.9%
BWP
1129
Balboa Wealth Partners
Arizona
$6.98M +$265K +648 +4%
AWE
1130
Avidian Wealth Enterprises
Texas
$6.94M +$1.44M +3,512 +26%
SIC
1131
Sigma Investment Counselors
Michigan
$6.93M -$590K -1,441 -8%
KNW
1132
Kesler Norman & Wride
Utah
$6.92M -$1.55M -3,778 -18%
MG
1133
Mather Group
Illinois
$6.91M +$596K +1,457 +9%
PWP
1134
Perfromance Wealth Partners
Illinois
$6.89M -$23.7K -58 -0.3%
RW
1135
REDW Wealth
New Mexico
$6.88M -$9.01K -22 -0.1%
DW
1136
Domani Wealth
Pennsylvania
$6.88M -$69.6K -170 -1%
KLCM
1137
KG&L Capital Management
Louisiana
$6.87M +$142K +346 +2%
AIM
1138
Avity Investment Management
Connecticut
$6.87M +$404K +987 +6%
KFS
1139
Kaizen Financial Strategies
California
$6.86M +$1.71M +4,183 +33%
CAMG
1140
CWA Asset Management Group
Florida
$6.85M +$459K +1,120 +7%
FGG
1141
Financial Guidance Group
Florida
$6.85M +$304K +743 +5%
EE
1142
EWG Elevate
California
$6.83M +$3.97M +9,700 +139%
SCA
1143
Sage Capital Advisors
South Dakota
$6.82M +$979K +2,391 +17%
GAM
1144
Grandview Asset Management
Pennsylvania
$6.8M -$135K -329 -2%
LWP
1145
LMG Wealth Partners
Louisiana
$6.76M
WA
1146
WBH Advisory
Maryland
$6.74M +$6.74M +16,459 New
CAM
1147
Crestone Asset Management
Colorado
$6.73M -$916K -2,238 -12%
IP
1148
Ignite Planners
California
$6.73M -$182K -445 -3%
BSA
1149
Braun Stacey Associates
New York
$6.72M +$2.82M +6,877 +72%
CCG
1150
Chatham Capital Group
Georgia
$6.72M +$6.14K +15 +0.1%