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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 %
HPC
426
HM Payson & Co
Maine
$38.4M -$2.11M -5,149 -5%
BCM
427
Becker Capital Management
Oregon
$38.2M +$38.2M +93,074 New
WJWM
428
Williams Jones Wealth Management
New York
$38.2M +$555K +1,355 +1%
MBTD
429
Mechanics Bank - Trust Department
California
$38.2M -$1.06M -2,580 -3%
SPA
430
Sentinel Pension Advisors
Massachusetts
$37.8M +$37.2M +91,174 +5,466%
MFG
431
Merit Financial Group
Georgia
$37.8M -$909K -2,221 -2%
NHC
432
Nicholas Hoffman & Company
Georgia
$37.8M +$11.9K +29 +0%
Schroder Investment Management Group
433
Schroder Investment Management Group
United Kingdom
$37.7M +$2.1M +5,135 +6%
GL
434
Graypoint LLC
New York
$37.6M -$672K -1,642 -2%
TAM
435
Tucker Asset Management
Colorado
$37.5M +$29.7M +72,630 +382%
CA
436
Cullinan Associates
Kentucky
$37.5M -$82.9M -202,598 -69%
Vanguard Group
437
Vanguard Group
Pennsylvania
$37.4M +$37.4M +91,319 New
APW
438
Atlantic Private Wealth
North Carolina
$37.2M +$546K +1,333 +1%
MFG
439
Marmo Financial Group
Tennessee
$37M +$23.3M +56,890 +170%
NP
440
Ninepoint Partners
Ontario, Canada
$36.9M -$6.82M -16,650 -16%
BHCM
441
Boulder Hill Capital Management
New York
$36.8M +$15M +36,600 +69%
IWA
442
Intercontinental Wealth Advisors
Texas
$36.7M -$800K -1,954 -2%
TFA
443
Trinity Financial Advisors
Ohio
$36.4M +$227K +554 +0.6%
DADC
444
D.A. Davidson & Co
Montana
$36.1M -$6.07M -14,867 -14%
AWS
445
AJ Wealth Strategies
New York
$35.8M -$3.11M -7,594 -8%
WAP
446
Wealthcare Advisory Partners
Pennsylvania
$35.6M +$3.91M +9,542 +12%
DT
447
Daniels + Tansey
Delaware
$35.3M -$218K -533 -0.6%
AFO
448
Allie Family Office
Florida
$35.2M +$819K +1,997 +2%
AIMCA
449
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34.9M +$8.06M +19,700 +30%
BPA
450
Beacon Pointe Advisors
California
$34.9M -$6.52M -15,933 -16%