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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 %
TTSTC
326
Texas Treasury Safekeeping Trust Company
Texas
$56.7M +$56.7M +138,393 New
EWM
327
Evercore Wealth Management
New York
$56.6M -$912K -2,228 -2%
KP
328
Keel Point
Alabama
$56.5M -$4.29M -10,474 -7%
UCFA
329
United Capital Financial Advisors
Texas
$56.3M -$24.6M -60,152 -30%
WC
330
Wexford Capital
Florida
$55.9M +$55.9M +136,467 New
BAM
331
Belpointe Asset Management
Nevada
$55.6M +$10.4M +29,214 +23%
C
332
Certuity
Florida
$55.3M +$2.14M +5,234 +4%
FAG
333
Financial Advisory Group
Texas
$54.9M -$711K -1,736 -1%
RQS
334
Ramsey Quantitative Systems
Kentucky
$54.6M -$17.1M -41,748 -24%
NW
335
NewEdge Wealth
Pennsylvania
$54.1M +$8.61M +21,024 +19%
PI
336
PEAK6 Investments
Illinois
$54.1M +$54.1M +132,074 +2,201,233%
Fiera Capital (Canada)
337
Fiera Capital (Canada)
Quebec, Canada
$53.9M -$6.57M -16,050 -11%
Chevy Chase Trust
338
Chevy Chase Trust
Maryland
$53.7M +$5.43M +13,268 +11%
LNC
339
Lincoln National Corp
Pennsylvania
$53.7M -$836K -2,043 -2%
GWP
340
Gateway Wealth Partners
Wisconsin
$53.7M +$720K +1,758 +1%
KA
341
Klingman & Associates
New York
$53.1M -$155K -379 -0.3%
PG
342
Proffitt & Goodson
Tennessee
$52.6M -$4.5M -10,998 -8%
AG
343
AIA Group
Hong Kong
$52.6M +$1.06M +2,600 +2%
BBHC
344
Brown Brothers Harriman & Co
New York
$52.1M -$26.4M -64,608 -34%
EWA
345
Evolution Wealth Advisors
Florida
$51.8M +$7.12M +17,381 +16%
PAS
346
Park Avenue Securities
New York
$51.7M +$9.97M +24,345 +24%
MCCA
347
Mill Creek Capital Advisors
Pennsylvania
$51.4M +$15.7M +38,274 +44%
VVP
348
Venture Visionary Partners
Ohio
$51.1M -$2.72M -6,637 -5%
BCI
349
Brinker Capital Investments
Pennsylvania
$51M +$8.92M +21,790 +21%
OPS
350
Orion Portfolio Solutions
Nebraska
$51M +$41.8M +102,063 +455%