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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 %
SAM
1751
Selway Asset Management
$2.39M +$49.1K +120 +2%
PAG
1752
Paladin Advisory Group
Iowa
$2.39M +$2.39M +5,848 New
PCH
1753
PGIM Custom Harvest
New Jersey
$2.39M +$771K +1,882 +48%
NSAM
1754
North Star Asset Management
Wisconsin
$2.39M -$65.1K -159 -3%
AIM
1755
Acropolis Investment Management
Missouri
$2.39M
FA
1756
Fagan Associates
New York
$2.38M -$93.8K -229 -4%
HIS
1757
Harvest Investment Services
Illinois
$2.38M +$164K +400 +7%
BWA
1758
Beam Wealth Advisors
Louisiana
$2.37M +$66.7K +163 +3%
BWM
1759
Baystate Wealth Management
Massachusetts
$2.37M +$206K +502 +10%
HGERS
1760
Householder Group Estate & Retirement Specialist
Arizona
$2.37M +$2.37M +5,780 New
SAM
1761
Sequent Asset Management
Texas
$2.35M -$1.08M -2,650 -32%
LBC
1762
Lawrence B. Cohen
$2.35M -$197K -481 -8%
AC
1763
AlphaCore Capital
California
$2.35M -$7.37K -18 -0.3%
LFS
1764
Legacy Financial Strategies
Kansas
$2.35M +$61.4K +150 +3%
LW
1765
Libra Wealth
California
$2.35M
MWA
1766
Martel Wealth Advisors
Washington
$2.35M -$23.7K -58 -1%
TW
1767
TrinityPoint Wealth
Connecticut
$2.34M -$3.05M -7,460 -57%
RMAM
1768
Raab & Moskowitz Asset Management
New Jersey
$2.34M -$52K -127 -2%
FSWA
1769
Financial Synergies Wealth Advisors
Texas
$2.33M -$37.7K -92 -2%
PMG
1770
ProVise Management Group
Florida
$2.32M -$153K -374 -6%
FNB
1771
Farmers National Bank
Kentucky
$2.32M +$36.8K +90 +2%
MSS
1772
Mitchell Sinkler & Starr
Pennsylvania
$2.32M
HNWAG
1773
High Net Worth Advisory Group
Florida
$2.31M +$44.6K +109 +2%
TVAMP
1774
Tennessee Valley Asset Management Partners
Tennessee
$2.31M -$119K -290 -5%
LB
1775
Leo Brokerage
Texas
$2.31M +$2.31M +5,642 New