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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 %
DFA
1801
DHK Financial Advisors
New Hampshire
$2.22M +$2.22M +5,411 New
MAM
1802
Marquette Asset Management
Minnesota
$2.22M -$4.91K -12 -0.2%
SWA
1803
SOA Wealth Advisors
New York
$2.22M -$2.46K -6 -0.1%
IIC
1804
Ironwood Investment Counsel
Arizona
$2.21M +$60.6K +148 +3%
P8IP
1805
Pier 88 Investment Partners
California
$2.21M +$860K +2,100 +64%
HCA
1806
Harbour Capital Advisors
Virginia
$2.21M +$6.14K +15 +0.3%
ESB
1807
Essex Savings Bank
Connecticut
$2.21M -$21.3K -52 -1%
NL
1808
NVWM LLC
Pennsylvania
$2.21M -$136K -331 -6%
PCM
1809
Parsons Capital Management
Rhode Island
$2.2M +$46.7K +114 +2%
WJA
1810
Willis Johnson & Associates
Texas
$2.2M -$237K -578 -10%
CRIG
1811
Charter Research & Investment Group
Connecticut
$2.19M +$616K +1,505 +39%
FANJ
1812
Financial Architects (New Jersey)
New Jersey
$2.18M -$712K -1,740 -25%
WA
1813
Wealth Advisors
California
$2.18M +$66.4K +162 +3%
WKSWA
1814
White Knight Strategic Wealth Advisors
New Jersey
$2.18M -$287K -702 -12%
MIC
1815
Means Investment Company
Maine
$2.18M +$2.87K +7 +0.1%
AB
1816
Atlas Brown
Kentucky
$2.18M +$292K +713 +15%
HWA
1817
HCR Wealth Advisors
California
$2.18M +$149K +364 +7%
AF
1818
Affiance Financial
Minnesota
$2.17M -$1.41M -3,455 -39%
SFWA
1819
Summit Financial Wealth Advisors
Louisiana
$2.17M +$20.1K +49 +0.9%
AMG
1820
Asset Management Group
Connecticut
$2.16M +$2.87K +7 +0.1%
VFP
1821
Verus Financial Partners
Virginia
$2.14M +$810 +2 +0%
PFWA
1822
Paces Ferry Wealth Advisors
Georgia
$2.14M -$9.83K -24 -0.5%
IWA
1823
Inspirion Wealth Advisors
Illinois
$2.14M +$159K +388 +8%
KFS
1824
Kelly Financial Services
Massachusetts
$2.12M +$833K +2,035 +65%
SF
1825
Symphony Financial
Texas
$2.12M -$846K -2,096 -29%