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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 %
TP
2151
Tranquility Partners
Tennessee
$1.3M -$309K -754 -19%
BSSFA
2152
Baron Silver Stevens Financial Advisors
Florida
$1.3M -$614K -1,500 -32%
SI
2153
Shaker Investments
Ohio
$1.3M +$11.1K +27 +0.9%
EGWAG
2154
Elwood & Goetz Wealth Advisory Group
Georgia
$1.3M +$602K +1,471 +87%
RIG
2155
Renaissance Investment Group
Massachusetts
$1.29M -$1.23K -3 -0.1%
CWS
2156
Confluence Wealth Services
Pennsylvania
$1.29M +$87.2K +213 +7%
PI
2157
PFS Investments
Georgia
$1.29M -$287K -702 -18%
MCM
2158
McMillion Capital Management
North Carolina
$1.29M -$38.9K -95 -3%
DAM
2159
Delta Asset Management
Tennessee
$1.28M +$20.9K +51 +2%
RWA
2160
River Wealth Advisors
Pennsylvania
$1.28M -$82.3K -201 -6%
CNC
2161
Citizens & Northern Corp
Pennsylvania
$1.27M
FCAG
2162
First Capital Advisors Group
New Jersey
$1.27M -$12.3K -30 -1%
MF
2163
Manchester Financial
California
$1.27M -$8.34M -20,360 -87%
PFA
2164
Plotkin Financial Advisors
Maryland
$1.26M +$27.8K +68 +2%
LK
2165
Lumbard & Kellner
New Hampshire
$1.26M
GSB
2166
Greenfield Savings Bank
Massachusetts
$1.26M -$43.8K -107 -3%
ACM
2167
Ayrshire Capital Management
Connecticut
$1.26M -$14.3K -35 -1%
WIA
2168
Westbourne Investment Advisors
Maryland
$1.25M -$291K -712 -19%
CIAS
2169
CFS Investment Advisory Services
New Jersey
$1.25M -$3.27K -8 -0.3%
GCWM
2170
Graham Capital Wealth Management
District of Columbia
$1.25M +$1.25M +306 New
Aberdeen Group
2171
Aberdeen Group
United Kingdom
$1.25M -$301K -735 -19%
HDIM
2172
Hanson & Doremus Investment Management
Vermont
$1.25M -$504K -1,231 -29%
LHC
2173
Little House Capital
Massachusetts
$1.25M -$7.98M -19,486 -86%
CFP
2174
Curran Financial Partners
South Carolina
$1.24M +$22.9K +56 +2%
LWIC
2175
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.24M -$2.05K -5 -0.2%