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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 %
CWM
3151
CarsonAllaria Wealth Management
Illinois
$148K +$2.05K +5 +1%
FCG
3152
Financial Connections Group
California
$144K
AP
3153
Advisors Preferred
Maryland
$144K -$61.6K -150 -30%
HB
3154
Horizon Bancorp
Indiana
$140K -$1.05M -2,566 -88%
ECM
3155
Elgethun Capital Management
South Dakota
$140K +$410 +1 +0.3%
TS
3156
Tamar Securities
California
$134K +$134K +327 New
WAM
3157
WFA Asset Management
Wisconsin
$131K +$410 +1 +0.3%
JWM
3158
Janiczek Wealth Management
Colorado
$129K +$11.6K +28 +10%
HFS
3159
HBC Financial Services
Washington
$129K
FMB
3160
Field & Main Bank
Kentucky
$128K -$125K -305 -49%
JAM
3161
JCIC Asset Management
Ontario, Canada
$125K
TWD
3162
True Wealth Design
Ohio
$124K -$5.73K -14 -4%
AWM
3163
Avondale Wealth Management
Texas
$123K
ORAM
3164
One River Asset Management
Connecticut
$120K -$6.38M -17,196 -98%
FFL
3165
Financial Freedom LLC
Ohio
$119K
SC
3166
Stephens Consulting
Michigan
$119K
HWP
3167
Highline Wealth Partners
California
$119K -$18K -44 -13%
CCC
3168
Chelsea Counsel Company
California
$117K -$55.1K -134 -32%
STCOSD
3169
Sageworth Trust Company of South Dakota
South Dakota
$113K
FWM
3170
Focused Wealth Management
New York
$104K +$24.6K +60 +31%
TFP
3171
Tilia Fiduciary Partners
North Carolina
$104K -$15.6K -38 -13%
OCM
3172
Osterweis Capital Management
California
$104K -$172K
SIM
3173
Sentry Investment Management
Wisconsin
$100K +$100K +245 New
PP
3174
Pacifica Partners
Canada
$97.4K +$37.1K +91 +61%
MFG
3175
Mendota Financial Group
Wisconsin
$97.1K +$1.36K +3 +1%