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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 %
SGK
2226
Steigerwald Gordon & Koch
Virginia
$1.13M -$53.6K -131 -5%
CWM
2227
Campbell Wealth Management
Virginia
$1.13M
AW
2228
Alaethes Wealth
Nevada
$1.12M +$740K +1,808 +192%
PGWM
2229
Parisi Gray Wealth Management
New Jersey
$1.12M -$6.66M -16,273 -86%
HPM
2230
Hudson Portfolio Management
New York
$1.12M -$108K -264 -9%
EFL
2231
ERn Financial LLC
Wisconsin
$1.12M -$12.7K -31 -1%
WWM
2232
Westwood Wealth Management
California
$1.12M -$36K -88 -3%
VAS
2233
Valicenti Advisory Services
New York
$1.12M -$88K -215 -7%
SFP
2234
Sterling Financial Planning
New Jersey
$1.12M -$38.1K -93 -3%
OWM
2235
Orgel Wealth Management
Wisconsin
$1.11M +$16.4K +40 +2%
SHWM
2236
Silicon Hills Wealth Management
Texas
$1.1M -$616K -1,505 -36%
WAAG
2237
Wealth Alliance Advisory Group
Kansas
$1.1M -$1.64K -4 -0.1%
DWP
2238
Daymark Wealth Partners
Ohio
$1.1M +$269K +657 +32%
ACM
2239
Alta Capital Management
Utah
$1.1M -$14.5M -35,469 -93%
FMTC
2240
Farmers & Merchants Trust Company
California
$1.1M -$1.28M -3,133 -54%
HVP
2241
Hudson Value Partners
Florida
$1.1M +$130K +317 +13%
TF
2242
Theory Financial
Colorado
$1.1M
BWM
2243
BlackDiamond Wealth Management
New York
$1.1M -$11.4K -28 -1%
NA
2244
Navellier & Associates
Nevada
$1.1M -$295K -721 -21%
PCA
2245
Private Capital Advisors
Connecticut
$1.09M
IHL
2246
Investment House LLC
California
$1.09M
MPW
2247
Monterey Private Wealth
California
$1.09M -$110K -269 -9%
PA
2248
Parkside Advisors
California
$1.09M +$6.96K +17 +0.6%
SCA
2249
Stonebridge Capital Advisors
Minnesota
$1.09M -$24.6K -60 -2%
AWP
2250
Ascent Wealth Partners
New York
$1.09M -$644K -1,574 -37%