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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 %
KCFA
1651
Key Client Fiduciary Advisors
New Jersey
$2.77M +$109K +266 +4%
FFP
1652
Forbes Financial Planning
Rhode Island
$2.77M +$35.6K +87 +1%
WW
1653
Waterfront Wealth
Kansas
$2.77M +$409 +1 +0%
RRCM
1654
Rappaport Reiches Capital Management
Illinois
$2.77M
EWM
1655
Edge Wealth Management
New York
$2.76M -$138K -338 -5%
PP
1656
Prosperity Planning
Missouri
$2.76M -$189K -462 -6%
HIG
1657
Heritage Investment Group
Florida
$2.76M -$12.3K -30 -0.4%
HWM
1658
Howard Wealth Management
Connecticut
$2.74M +$50.4K +123 +2%
FWM
1659
ForthRight Wealth Management
Georgia
$2.74M -$8.19K -20 -0.3%
DLCIG
1660
D.L. Carlson Investment Group
New Hampshire
$2.74M -$143K -350 -5%
LMKC
1661
L.M. Kohn & Company
Ohio
$2.74M +$500K +1,221 +22%
PL
1662
Plancorp LLC
Missouri
$2.74M +$2.87K +7 +0.1%
BEAM
1663
Baker Ellis Asset Management
Washington
$2.74M +$121K +295 +5%
PCMF
1664
Private Capital Management (Florida)
Florida
$2.74M +$74.1K +181 +3%
KLI
1665
Kelman-Lazarov Inc
Tennessee
$2.72M -$20.9K -51 -0.8%
ULWM
1666
Upper Left Wealth Management
Florida
$2.71M -$51.2K -125 -2%
BFA
1667
Beacon Financial Advisory
Ohio
$2.71M +$275K +672 +11%
MWM
1668
Madison Wealth Management
Ohio
$2.71M -$44.6K -109 -2%
BC
1669
Burney Company
Virginia
$2.71M +$253K +618 +10%
PTB
1670
Pioneer Trust Bank
Oregon
$2.7M -$26.6K -65 -1%
SCA
1671
Sandy Cove Advisors
Massachusetts
$2.7M +$39.7K +97 +1%
T. Rowe Price Associates
1672
T. Rowe Price Associates
Maryland
$2.7M +$275K +672 +11%
BWM
1673
BNC Wealth Management
Oregon
$2.69M -$192K -470 -7%
IAA
1674
Independent Advisor Alliance
North Carolina
$2.69M -$324K -791 -11%
CWM
1675
Cahill Wealth Management
Michigan
$2.69M