SPY icon

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 %
OMC
1476
Overbrook Management Corp
New York
$3.85M -$2.26M -5,524 -37%
SHFP
1477
Second Half Financial Partners
Florida
$3.85M -$1.31M -3,195 -25%
Capital World Investors
1478
Capital World Investors
California
$3.85M +$650K +1,611 +20%
FMII
1479
Farmers & Merchants Investments Inc
Nebraska
$3.84M -$87.6K -214 -2%
VA
1480
Valmark Advisers
Ohio
$3.84M -$187K -456 -5%
WP
1481
WMS Partners
Maryland
$3.84M -$770K -1,880 -17%
BWM
1482
Baron Wealth Management
Michigan
$3.83M +$11.9K +29 +0.3%
SVWAG
1483
Sound View Wealth Advisors Group
Georgia
$3.81M -$309K -754 -7%
SC
1484
Steph & Co
Wisconsin
$3.8M -$18.8K -46 -0.5%
GC
1485
Garde Capital
Washington
$3.79M +$35.6K +87 +0.9%
MIM
1486
MTM Investment Management
South Carolina
$3.77M +$35.6K +87 +1%
TVWM
1487
Tower View Wealth Management
Wisconsin
$3.77M -$15.1K -37 -0.4%
TNA
1488
True North Advisors
Texas
$3.76M -$2.72M -6,639 -42%
FAM
1489
Flaharty Asset Management
Florida
$3.76M -$552K -1,349 -13%
BRG
1490
Bay Rivers Group
Virginia
$3.76M +$32.3K +79 +0.9%
ZB
1491
Zions Bancorporation
Utah
$3.75M -$106K -260 -3%
LNB
1492
Ledyard National Bank
$3.74M -$162K -396 -4%
RCM
1493
Raleigh Capital Management
North Carolina
$3.74M +$1.52M +3,704 +68%
MFA
1494
Millington Financial Advisors
Illinois
$3.73M +$819 +2 +0%
ZIC
1495
ZWJ Investment Counsel
Georgia
$3.73M -$345K -842 -8%
EFI
1496
EHP Funds Inc
Canada
$3.73M +$1.47M +3,600 +65%
SCM
1497
Stevens Capital Management
Pennsylvania
$3.73M +$3.73M +9,100 New
RCAG
1498
Rehmann Capital Advisory Group
Michigan
$3.72M -$6.14K -15 -0.2%
CCMG
1499
Clark Capital Management Group
Pennsylvania
$3.72M -$305K -745 -8%
CC
1500
Callan Capital
California
$3.71M +$2.05K +5 +0.1%