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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 %
CFGF
1351
Compass Financial Group (Florida)
Florida
$4.82M +$627K +10,387 +15%
RCWM
1352
Royal Capital Wealth Management
Indiana
$4.82M +$561K +1,371 +13%
PCA
1353
Peddock Capital Advisors
Massachusetts
$4.81M +$51.2K +125 +1%
RWA
1354
Ropes Wealth Advisors
Massachusetts
$4.81M +$666K +1,627 +16%
BRC
1355
Bishop Rock Capital
New York
$4.8M
KCM
1356
Kanawha Capital Management
Virginia
$4.79M -$20.1K -49 -0.4%
JAG
1357
Journey Advisory Group
Kentucky
$4.79M -$490K -1,196 -9%
EWA
1358
Etesian Wealth Advisors
Oregon
$4.78M -$34.8K -85 -0.7%
AWA
1359
Alta Wealth Advisors
Massachusetts
$4.78M -$82.7K -202 -2%
CW
1360
CIC Wealth
Maryland
$4.77M +$1.77M +4,319 +59%
FCCM
1361
First City Capital Management
Georgia
$4.76M -$104K -249 -2%
CGH
1362
CMG Global Holdings
Texas
$4.75M +$158K +387 +3%
AFAS
1363
Acorn Financial Advisory Services
Virginia
$4.74M +$1.57M +3,839 +50%
GCA
1364
Guardian Capital Advisors
Ontario, Canada
$4.73M +$94.7K +232 +2%
JFG
1365
JDM Financial Group
Texas
$4.71M -$37.7K -92 -0.8%
TFA
1366
Triad Financial Advisors
North Carolina
$4.71M -$181K -442 -4%
DBT
1367
Dubuque Bank & Trust
Iowa
$4.71M -$36K -88 -0.8%
FHC
1368
First Heartland Consultants
Missouri
$4.71M +$1.02M +2,487 +28%
DS
1369
DRW Securities
Illinois
$4.71M -$236M -576,849 -98%
PA
1370
Procyon Advisors
Connecticut
$4.71M -$327K -798 -6%
RA
1371
Rockingstone Advisors
Massachusetts
$4.7M +$71.6K +175 +2%
SSG
1372
Summit Securities Group
New York
$4.7M +$1.34M +3,268 +40%
SFM
1373
Soros Fund Management
New York
$4.69M -$44.5M -108,716 -90%
WPC
1374
Wedmont Private Capital
Pennsylvania
$4.67M +$179K +437 +4%
OIM
1375
Oder Investment Management
California
$4.65M +$35.6K +87 +0.8%