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 %
EWP
1851
Elevation Wealth Partners
California
$2.07M +$2.07M +5,059 New
SFS
1852
Summit Financial Strategies
Ohio
$2.07M -$22.5K -55 -1%
ML
1853
McAdam LLC
Pennsylvania
$2.07M +$1.21M +2,967 +142%
WPW
1854
Watershed Private Wealth
Illinois
$2.07M
MMPW
1855
Mitchell McLeod Pugh & Williams
Alabama
$2.06M +$819 +2 +0%
TFA
1856
Toth Financial Advisory
Virginia
$2.06M -$274K -670 -12%
PBC
1857
Pavion Blue Capital
California
$2.06M +$3.69K +9 +0.2%
PWS
1858
Peterson Wealth Services
Utah
$2.06M -$4.09K -10 -0.2%
CA
1859
Cornerstone Advisory
Maryland
$2.05M +$42.2K +103 +2%
DSC
1860
Duncker Streett & Co
Missouri
$2.04M -$4.5K -11 -0.2%
FAM
1861
Formidable Asset Management
Ohio
$2.04M -$476K -1,160 -19%
IFA
1862
Index Fund Advisors
California
$2.04M -$452K -1,104 -18%
EP
1863
EPIQ Partners
Minnesota
$2.04M -$43K -105 -2%
TRIA
1864
Trail Ridge Investment Advisors
Colorado
$2.04M -$105K -257 -5%
EFG
1865
Erickson Financial Group
Pennsylvania
$2.03M -$41.3K -101 -2%
NCM
1866
Noesis Capital Mangement
Florida
$2.03M -$51.2K -125 -2%
CC
1867
Cadinha & Co
Hawaii
$2.03M -$142K -348 -7%
MCM
1868
MV Capital Management
Maryland
$2.02M -$47.1K -115 -2%
BIA
1869
BHK Investment Advisors
Alabama
$2.02M
KFA
1870
Kelleher Financial Advisors
New York
$2.02M +$645K +1,575 +47%
SCM
1871
Spring Capital Management
Texas
$2.01M +$113K +275 +6%
MRWM
1872
ML&R Wealth Management
Texas
$2.01M +$13.1K +32 +0.7%
CWM
1873
Cahaba Wealth Management
Georgia
$2.01M +$137K +334 +7%
CHA
1874
Cooper/Haims Advisors
New York
$2.01M +$4.5K +11 +0.2%
MS
1875
Marshall & Sullivan
Washington
$2.01M -$10.6K -26 -0.5%