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 %
SIS
2201
Sound Income Strategies
Florida
$1.19M +$1.01M +2,463 +565%
DP
2202
Dearborn Partners
Illinois
$1.18M -$6.39M -15,605 -84%
RFO
2203
RiverGlades Family Offices
Florida
$1.18M -$5.73K -14 -0.5%
MLIC
2204
Mandatum Life Insurance Company
Finland
$1.18M
GPA
2205
Garrison Point Advisors
California
$1.18M +$116K +283 +11%
WHCI
2206
W.H. Cornerstone Investments
Massachusetts
$1.18M +$43K +105 +4%
TGAM
2207
TBH Global Asset Management
Tennessee
$1.18M +$277K +676 +31%
FFP
2208
FourThought Financial Partners
Florida
$1.17M -$6.55K -16 -0.6%
PP
2209
PDS Planning
Ohio
$1.17M +$117K +287 +11%
PWM
2210
PRW Wealth Management
Massachusetts
$1.17M +$76.9K +185 +7%
W
2211
WealthOne
New York
$1.17M +$154K +375 +15%
LA
2212
LVW Advisors
New York
$1.17M -$56.5K -138 -5%
RFA
2213
Register Financial Advisors
Georgia
$1.17M +$409 +1 +0%
ECM
2214
Exchange Capital Management
Michigan
$1.17M -$26.6K -65 -2%
VBFP
2215
Valtinson Bruner Financial Planning
Minnesota
$1.16M -$31.5K -77 -3%
HAS
2216
HBW Advisory Services
California
$1.16M -$131K -320 -10%
RAG
2217
RIA Advisory Group
Iowa
$1.15M -$25.3M -61,771 -96%
SCI
2218
Stableford Capital II
Arizona
$1.14M +$1.14M +2,986 New
MJRIC
2219
Mogy Joel R Investment Counsel
California
$1.14M -$170K -415 -13%
BIA
2220
Bell Investment Advisors
California
$1.14M +$4.09K +10 +0.4%
UIA
2221
Ulland Investment Advisors
Minnesota
$1.14M -$102K -250 -8%
SM
2222
Sensible Money
Arizona
$1.14M
MMG
2223
Monetary Management Group
Missouri
$1.14M +$160K +392 +16%
BHIA
2224
Birch Hill Investment Advisors
Massachusetts
$1.13M -$348K -849 -23%
SG
2225
Somerset Group
Minnesota
$1.13M