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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 %
NIM
2476
Northeast Investment Management
Massachusetts
$749K -$169K -413 -18%
BAM
2477
BOS Asset Management
Illinois
$749K
BFIC
2478
Bedell Frazier Investment Counselling
California
$748K -$2.2M -5,369 -75%
MWM
2479
Maripau Wealth Management
Indiana
$748K +$97K +237 +15%
MWA
2480
Monograph Wealth Advisors
California
$745K -$25.1K -61 -3%
M
2481
MYeCFO
California
$744K -$81.9K -200 -10%
AAM
2482
Alphadyne Asset Management
New York
$743K +$743K +1,815 New
SFG
2483
Sather Financial Group
Texas
$743K
MIA
2484
MainStreet Investment Advisors
Illinois
$742K +$158K +386 +27%
EF
2485
Exeter Financial
Arizona
$742K +$55.7K +136 +8%
FF
2486
Francis Financial
$741K
TC
2487
Trilogy Capital
California
$741K -$1.87M -4,573 -72%
HIA
2488
HTG Investment Advisors
Connecticut
$738K +$44.6K +109 +6%
WAM
2489
Weatherly Asset Management
California
$737K +$53.4K +130 +8%
CYG
2490
Clean Yield Group
Vermont
$737K -$40.9K -100 -5%
BG
2491
Bellevue Group
Switzerland
$737K
Commonwealth Equity Services
2492
Commonwealth Equity Services
Massachusetts
$736K +$7.42K +18,122 +1%
FPGT
2493
Financial Partners Group (Tennessee)
Tennessee
$732K +$3.28K +8 +0.4%
BOS
2494
Bank of Stockton
California
$731K -$154K -375 -17%
CWM
2495
Concentric Wealth Management
California
$728K -$3.69K -9 -0.5%
KAM
2496
Kraft Asset Management
Tennessee
$728K -$135K -329 -16%
MTIC
2497
Missouri Trust & Investment Company
Missouri
$726K
FB
2498
First Bancorp
Maine
$723K
BFG
2499
Beacon Financial Group
Texas
$722K -$79.9K -195 -10%
SCP
2500
Syntal Capital Partners
Texas
$721K -$7.91M -19,250 -92%