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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 %
MYIA
2126
Mount Yale Investment Advisors
Colorado
$1.33M -$4.74M -11,584 -78%
EWM
2127
EPG Wealth Management
Georgia
$1.33M +$53.2K +130 +4%
CWM
2128
Curi Wealth Management
North Carolina
$1.33M +$120K +293 +10%
SWP
2129
Semus Wealth Partners
Florida
$1.33M +$273K +668 +26%
9WM
2130
9258 Wealth Management
Ohio
$1.33M -$87.6K -214 -6%
PCG
2131
Prosperity Consulting Group
Maryland
$1.33M +$5.32K +13 +0.4%
C
2132
CEDRUS
Colorado
$1.33M -$11.9K -29 -0.9%
GHAM
2133
Gilman Hill Asset Management
Connecticut
$1.33M +$16.4K +40 +1%
RC
2134
Randolph Company
Ohio
$1.33M -$4.09K -10 -0.3%
WIC
2135
WealthBridge Investment Counsel
Alberta, Canada
$1.33M -$61.4K -150 -4%
MA
2136
McBroom & Associates
Nevada
$1.33M -$205K -501 -13%
WG
2137
Welch Group
Alabama
$1.32M -$1.25M -3,064 -49%
HIMC
2138
Heritage Investors Management Corp
Maryland
$1.32M +$159K +388 +14%
WFS
2139
Widmann Financial Services
Maryland
$1.32M +$111K +270 +9%
ELC
2140
Edgar Lomax Company
Virginia
$1.32M
BWM
2141
BerganKDV Wealth Management
Minnesota
$1.32M +$2.05K +5 +0.2%
FRA
2142
Front Row Advisors
California
$1.32M -$295K -718 -18%
CL
2143
COWA LLC
Oklahoma
$1.31M +$1.28M +152,647 +4,262%
RWPA
2144
Richard W. Paul & Associates
Michigan
$1.31M +$210K +513 +19%
CAS
2145
Coppell Advisory Solutions
Texas
$1.31M +$443K +1,096 +51%
CASC
2146
Coppell Advisory Solutions Corp
Texas
$1.31M +$443K +1,096 +51%
CAM
2147
Congress Asset Management
Massachusetts
$1.31M -$6.93M -16,928 -84%
BOM
2148
Bank of Marin
California
$1.31M -$21.7K -53 -2%
BCG
2149
Breakwater Capital Group
New Jersey
$1.31M +$92.5K +226 +8%
BA
2150
Ballast Advisors
Minnesota
$1.31M -$179K -438 -12%