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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 %
CAG
251
Csenge Advisory Group
Florida
$81.1M +$4.94M +12,061 +6%
CFB
252
Cullen/Frost Bankers
Texas
$80.3M -$3.99M -9,752 -5%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$79.3M -$23.6M -57,674 -23%
CAG
254
Curtis Advisory Group
California
$78.7M +$480K +1,173 +0.6%
G
255
GenTrust
Florida
$77.9M -$240K -585 -0.3%
PA
256
Pinnacle Associates
New York
$77.6M -$1.56M -3,807 -2%
SI
257
Stephens Inc
Arkansas
$77.1M -$1.31M -3,188 -2%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$76.4M -$1.77M -4,317 -2%
Capstone Investment Advisors
259
Capstone Investment Advisors
New York
$76.1M -$58.6M -143,120 -44%
EB
260
Eastern Bank
Massachusetts
$75.8M -$29.4M -71,726 -28%
MA
261
MCF Advisors
Kentucky
$75.7M -$399K -973 -0.5%
PCWA
262
Pacific Capital Wealth Advisors
California
$75.3M +$5.3M +12,953 +8%
DCM
263
Dimension Capital Management
Florida
$75.2M -$5.67M -13,856 -7%
MA
264
Montag & Associates
Georgia
$74.4M -$1.6M -3,887 -2%
SPIA
265
Steward Partners Investment Advisory
New York
$74.3M +$12.7M +31,091 +21%
SVCP
266
Silicon Valley Capital Partners
California
$74.2M -$3.49M -8,527 -4%
WHCM
267
Wolf Hill Capital Management
Connecticut
$74.1M +$74.1M +181,090 New
DT
268
Diversified Trust
Tennessee
$73.9M +$333K +813 +0.5%
FWM
269
FFT Wealth Management
Pennsylvania
$73.6M -$22.1M -54,075 -23%
PAMP
270
Polar Asset Management Partners
Ontario, Canada
$73.6M -$5.04M -12,300 -6%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$73.3M -$3.47M -10,688 -5%
BFG
272
Bleakley Financial Group
New Jersey
$72.8M -$9.9M -24,187 -12%
NFC
273
Northeast Financial Consultants
Connecticut
$72.5M -$2.57M -6,270 -3%
SPIA
274
Strategic Point Investment Advisors
Rhode Island
$72.4M -$578K -1,413 -0.8%
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$72.3M +$2.89M +7,070 +4%