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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 %
LTI
2726
Laffer Tengler Investments
Tennessee
$476K +$436K +1,066 +1,110%
WWP
2727
Waypoint Wealth Partners
California
$475K -$131K -321 -22%
CCM
2728
Cox Capital Management
Massachusetts
$475K
HKIMG
2729
Hutchens & Kramer Investment Management Group
Indiana
$473K -$243K -594 -34%
WA
2730
Waterford Advisors
New York
$470K
OCPWS
2731
One Charles Private Wealth Services
Massachusetts
$469K -$818 -2 -0.2%
CHP
2732
Cable Hill Partners
Oregon
$468K -$110K -268 -19%
JIM
2733
JCP Investment Management
Texas
$467K
GWWM
2734
Great Waters Wealth Management
Minnesota
$466K +$1.24K +3 +0.3%
BWL
2735
Bogart Wealth LLC
Virginia
$464K
IWA
2736
IVC Wealth Advisors
Pennsylvania
$463K +$409 +1 +0.1%
KIM
2737
Karpus Investment Management
New York
$463K
TNAM
2738
Terra Nova Asset Management
New York
$463K +$38.5K +94 +9%
FNFDCM
2739
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$462K
NW
2740
Naviter Wealth
Arkansas
$461K +$7.4K +18 +2%
MWP
2741
Meredith Wealth Planning
Illinois
$461K -$4.91K -12 -1%
NCM
2742
Narwhal Capital Management
Georgia
$460K
TIA
2743
Traphagen Investment Advisors
New Jersey
$460K -$128K -386 -22%
LAIC
2744
Lederer & Associates Investment Counsel
California
$459K
EA
2745
Eclectic Associates
California
$457K +$218K +533 +91%
CPA
2746
Capital Performance Advisors
California
$457K -$73.3K -179 -14%
VF
2747
VitalStone Financial
Texas
$456K +$339K +729 +289%
KBFS
2748
Kohmann Bosshard Financial Services
Ohio
$455K
SIA
2749
Sage Investment Advisers
New York
$455K +$409 +1 +0.1%
I
2750
IMPACTfolio
Colorado
$455K +$212K +517 +87%