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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 %
CCM
2876
Crew Capital Management
Ohio
$355K
FWM
2877
FSA Wealth Management
Massachusetts
$354K -$174K -425 -33%
CAMV
2878
Concord Asset Management (Virginia)
Virginia
$354K +$16K +39 +5%
TSS
2879
Thomas Story & Son
Indiana
$354K
DWM
2880
Dopkins Wealth Management
New York
$354K -$788K -1,926 -69%
PGAM
2881
Princeton Global Asset Management
New Jersey
$354K -$1.37M -3,345 -79%
MKA
2882
M. Kulyk & Associates
Georgia
$353K +$47.9K +117 +16%
SSW
2883
Stone Summit Wealth
Florida
$353K -$3.28K -8 -0.9%
SWM
2884
Silverlake Wealth Management
Vermont
$353K -$60.2K -147 -15%
VW
2885
Vance Wealth
California
$353K -$19.7K -48 -5%
Capital Research Global Investors
2886
Capital Research Global Investors
California
$352K -$1.58M -3,914 -82%
KCM
2887
Kathmere Capital Management
Pennsylvania
$352K -$47.9K -117 -12%
CWP
2888
Core Wealth Partners
California
$352K -$166K -406 -32%
PA
2889
PSI Advisors
Florida
$351K +$65.1K +159 +23%
JAFL
2890
Jay A. Fishman Ltd
Michigan
$350K
AR
2891
Apeiron RIA
Texas
$350K -$19.2K -47 -5%
LL
2892
LPWM LLC
Minnesota
$349K
PSB
2893
Piscataqua Savings Bank
New Hampshire
$348K
LFGO
2894
Legacy Financial Group (Oklahoma)
Oklahoma
$348K -$4.91K -12 -1%
HWA
2895
HHM Wealth Advisors
Tennessee
$347K -$42.2K -103 -11%
MWM
2896
McNaughton Wealth Management
California
$346K +$7.37K +18 +2%
ICM
2897
Intrepid Capital Management
Florida
$345K -$205K -501 -37%
RLWM
2898
RF&L Wealth Management
Massachusetts
$345K
ClearBridge Investments
2899
ClearBridge Investments
New York
$344K -$43.5M -106,217 -99%
DCM
2900
DGS Capital Management
New Jersey
$343K -$4.1K -10 -1%