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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 %
SCM
2026
Sebold Capital Management
Illinois
$1.56M
AP
2027
Atwood & Palmer
Missouri
$1.56M -$588K -1,437 -27%
CSA
2028
Cottage Street Advisors
Massachusetts
$1.56M +$1.56M +3,799 New
MFG
2029
MidWestOne Financial Group
Iowa
$1.55M +$551K +1,347 +55%
FPFS
2030
First Personal Financial Services
North Carolina
$1.55M -$140K -343 -8%
AWM
2031
Avior Wealth Management
Nebraska
$1.55M +$116K +284 +8%
FWM
2032
FMB Wealth Management
California
$1.55M
APS
2033
American Planning Services
Florida
$1.54M -$6.48M -15,835 -81%
MLFP
2034
MPS Loria Financial Planners
Illinois
$1.54M -$97.9K -239 -6%
CA
2035
Continuum Advisory
Idaho
$1.54M -$74.4K -247 -5%
TWP
2036
Transparent Wealth Partners
Arkansas
$1.54M +$59.8K +146 +4%
LDB
2037
Lee, Danner & Bass
Tennessee
$1.54M -$267K -651 -15%
Betterment LLC
2038
Betterment LLC
New York
$1.53M +$83.5K +204 +6%
FMTCOCP
2039
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.53M -$220K -538 -13%
BONST
2040
Bank of Nova Scotia Trust
Ontario, Canada
$1.52M +$6.14K +15 +0.4%
FWA
2041
FSM Wealth Advisors
Ohio
$1.52M +$1.02M +2,491 +205%
WP
2042
WealthPLAN Partners
Nebraska
$1.52M -$789K -1,928 -34%
ACS
2043
Archford Capital Strategies
Illinois
$1.51M
JF
2044
JSF Financial
California
$1.51M -$199K -485 -12%
LIG
2045
Lokken Investment Group
Delaware
$1.51M -$6.55K -16 -0.4%
SAM
2046
SP Asset Management
California
$1.5M -$2.7M -6,586 -64%
BAM
2047
Banta Asset Management
California
$1.5M -$2.03K -5 -0.1%
FTCM
2048
Fir Tree Capital Management
New York
$1.5M
PFGIA
2049
Patriot Financial Group Insurance Agency
Massachusetts
$1.5M +$178K +435 +13%
TWM
2050
Tradition Wealth Management
Minnesota
$1.5M +$138K +338 +10%