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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 %
AWAG
2301
ARS Wealth Advisors Group
Florida
$980K +$67.2K +164 +7%
FDDB
2302
Fidelity D&D Bancorp
Pennsylvania
$979K +$979K +1,872 New
LA
2303
LexAurum Advisors
Kansas
$973K -$38.1K -93 -4%
LCM
2304
Leisure Capital Management
California
$973K +$156K +380 +19%
MFT
2305
Moisand Fitzgerald Tamayo
Florida
$972K
CPA
2306
Capital Planning Advisors
California
$969K -$11.9K -29 -1%
CWM
2307
Collaborative Wealth Management
Florida
$968K
FIM
2308
Fernwood Investment Management
Massachusetts
$968K +$22.5K +55 +2%
AA
2309
Aire Advisors
California
$966K -$81.9K -200 -8%
FC
2310
Financial Council
Maryland
$965K +$1.23K +3 +0.1%
CCM
2311
Chickasaw Capital Management
Tennessee
$962K
GFA
2312
Gallagher Fiduciary Advisors
Illinois
$958K +$958K +2,339 New
FWM
2313
Fingerlakes Wealth Management
New York
$957K -$1.23K -3 -0.1%
SIM
2314
Stratos Investment Management
Ohio
$956K -$5.73K -14 -0.6%
CI
2315
Cigna Investments
Connecticut
$954K -$225K -550 -19%
BBNB
2316
Baker Boyer National Bank
Washington
$952K -$12.7K -31 -1%
WIM
2317
WealthPlan Investment Management
Nebraska
$951K -$1.35M -3,309 -59%
AWM
2318
Altus Wealth Management
Kentucky
$949K -$479K -1,169 -34%
IP
2319
Intellectus Partners
California
$946K +$82.2K +200 +10%
MIG
2320
McGuire Investment Group
Rhode Island
$945K
HWA
2321
Heartwood Wealth Advisors
Virginia
$943K +$207K +506 +28%
BAM
2322
Bosun Asset Management
Illinois
$942K
UF
2323
Univest Financial
Pennsylvania
$939K
SG
2324
Sharper & Granite
California
$938K -$119K -290 -11%
JFA
2325
JNBA Financial Advisors
Minnesota
$938K -$107K -261 -10%