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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 %
GP
2001
Geneva Partners
Wisconsin
$1.62M +$1.64K +4 +0.1%
SSWM
2002
Sheets Smith Wealth Management
North Carolina
$1.61M +$29.5K +72 +2%
SWM
2003
Sculati Wealth Management
Michigan
$1.61M
SFG
2004
Sage Financial Group
Pennsylvania
$1.61M +$10.2K +25 +0.6%
VDI
2005
Vaughan David Investments
Illinois
$1.61M +$40.9K +100 +3%
GSC
2006
Grey Street Capital
Illinois
$1.61M +$1.61M +3,922 New
AWM
2007
Abound Wealth Management
Tennessee
$1.6M +$63K +154 +4%
CCA
2008
Column Capital Advisors
Indiana
$1.6M +$117K +287 +8%
PI
2009
Parkside Investments
Illinois
$1.6M -$18.4K -45 -1%
CIA
2010
Cape Investment Advisory
Georgia
$1.6M +$1.6M +3,900 New
IWS
2011
Insight Wealth Strategies
California
$1.59M +$5.73K +14 +0.4%
DSA
2012
Droms Strauss Advisors
Missouri
$1.59M +$13.1K +32 +0.8%
CFC
2013
Coyle Financial Counsel
Illinois
$1.59M -$242K -592 -13%
BDF
2014
Black Diamond Financial
Maryland
$1.58M +$41.8K +102 +3%
API
2015
Advisor Partners II
California
$1.58M -$767K -1,872 -33%
SAG
2016
Spotlight Asset Group
Illinois
$1.58M +$1.58M +4,218 New
MCWS
2017
McKinley Carter Wealth Services
West Virginia
$1.58M +$71.6K +175 +5%
CA
2018
Cambridge Advisors
Nebraska
$1.58M +$409 +1 +0%
APIM
2019
Agate Pass Investment Management
Washington
$1.57M +$13.9K +34 +0.9%
RGF
2020
Retirement Guys Formula
Ohio
$1.57M +$1.57M +3,837 New
SWA
2021
Strata Wealth Advisors
Texas
$1.57M -$1.23K -3 -0.1%
WWM
2022
Wagner Wealth Management
South Carolina
$1.57M +$14.7K +36 +0.9%
ESBC
2023
E.S. Barr & Co
Kentucky
$1.57M -$58.1K -142 -4%
QFA
2024
Quattro Financial Advisors
Texas
$1.57M -$9.28M -22,672 -86%
PWM
2025
PBMares Wealth Management
Virginia
$1.57M +$698K +1,706 +81%