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 %
RSS
2426
Rosenblum Silverman Sutton
California
$812K -$7.37K -18 -0.9%
PHIC
2427
Pine Haven Investment Counsel
Massachusetts
$809K
GI
2428
Gradient Investments
Minnesota
$807K -$59.4K -145 -7%
HIC
2429
Holderness Investments Company
North Carolina
$804K
CCA
2430
Cora Capital Advisors
New Jersey
$799K +$25.8K +63 +3%
FWP
2431
Falcon Wealth Planning
California
$799K +$211K +515 +36%
DWM
2432
Dorchester Wealth Management
Quebec, Canada
$799K +$799K +1,951 New
FA
2433
Fermata Advisors
California
$798K -$580K -1,417 -42%
DE
2434
Day & Ennis
Georgia
$798K -$156K -380 -16%
CPSC
2435
Carl P. Sherr & Co
Massachusetts
$795K
DFG
2436
Delta Financial Group
New Jersey
$795K +$6.96K +17 +0.9%
AFC
2437
AFT Forsyth & Company
Florida
$795K -$4.09K -10 -0.5%
NEWAS
2438
N.E.W. Advisory Services
Wisconsin
$794K -$3.69K -9 -0.5%
MCA
2439
Martin Capital Advisors
Texas
$793K -$45K -110 -5%
SPWG
2440
Syntegra Private Wealth Group
Missouri
$792K -$134K -328 -14%
CBA
2441
Coastal Bridge Advisors
Connecticut
$791K -$20.1K -49 -2%
VBWMG
2442
Von Berge Wealth Management Group
California
$790K -$44K -107 -5%
DWMS
2443
Dominguez Wealth Management Solutions
Virginia
$790K +$1.64K +4 +0.2%
PCA
2444
Providence Capital Advisors
North Carolina
$786K -$149K -365 -16%
CG
2445
CFO4Life Group
Texas
$785K -$313K -764 -28%
TWP
2446
Total Wealth Planning
Ohio
$785K +$54K +132 +7%
FW
2447
FirstPurpose Wealth
Utah
$784K -$7.37K -18 -0.9%
LBWM
2448
Left Brain Wealth Management
Illinois
$784K
RG
2449
Retirement Group
California
$778K -$1.93M -4,721 -71%
SW
2450
SMART Wealth
Nebraska
$777K -$2.76M -6,739 -78%