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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 %
GWM
376
Geneos Wealth Management
Colorado
$44.4M +$8.76M +21,397 +25%
BCP
377
Berkeley Capital Partners
Georgia
$44.3M -$1.43M -3,499 -3%
LWMM
378
Legacy Wealth Management (Mississippi)
Mississippi
$44.1M -$64.3K -157 -0.1%
SB
379
Simmons Bank
Arkansas
$44M -$2.41M -5,877 -5%
BB
380
Busey Bank
Illinois
$44M -$814K -1,988 -2%
Bank of Nova Scotia
381
Bank of Nova Scotia
Ontario, Canada
$43.8M -$2.04B -4,969,141 -98%
RFC
382
Regions Financial Corp
Alabama
$43.8M +$74.1K +181 +0.2%
AWM
383
Activest Wealth Management
Florida
$43.7M -$85.5M -211,287 -66%
NCM
384
Novare Capital Management
North Carolina
$43.7M -$651K -1,589 -1%
Asset Management One
385
Asset Management One
Japan
$43.6M -$8.8M -21,500 -17%
CRC
386
Curi RMB Capital
Illinois
$43.1M -$5.57M -13,615 -11%
CA
387
Cumberland Advisors
Florida
$43.1M +$13.1M +31,925 +44%
BBNA
388
Bremer Bank National Association
Minnesota
$42.9M -$3.29M -8,048 -7%
JIC
389
Joel Isaacson & Co
New York
$42.6M +$1.27M +3,108 +3%
LP
390
LGL Partners
Pennsylvania
$42.3M -$1.78M -4,338 -4%
OAC
391
OMERS Administration Corp
Ontario, Canada
$42.3M -$1.23M -3,000 -3%
CA
392
Cambridge Associates
Massachusetts
$42.2M -$8.08M -19,740 -16%
TA
393
Tiedemann Advisors
New York
$42M -$1.46M -3,544 -3%
FWTB
394
First Western Trust Bank
Colorado
$41.8M +$16M +39,147 +62%
ATFA
395
All Terrain Financial Advisors
Minnesota
$41.7M -$1.12M -2,736 -3%
GCP
396
Garda Capital Partners
Minnesota
$41.4M +$41.4M +101,042 New
SMFG
397
Sumitomo Mitsui Financial Group
Japan
$41.3M -$1.03M -2,507 -2%
DJFS
398
Dean Jacobson Financial Services
Texas
$41.3M +$41.3M +100,855 New
KCM
399
Kennicott Capital Management
California
$41.2M +$9.01M +22,018 +28%
AI
400
AdvisorShares Investments
Maryland
$41.2M +$41.2M +100,694 New