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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 %
SHIM
451
Stone House Investment Management
Pennsylvania
$34.9M +$267K +653 +0.8%
Amundi
452
Amundi
France
$34.7M +$4.46M +10,935 +15%
EML
453
Eos Management LP
New York
$34.7M -$2.13M -5,205 -6%
SFG
454
SNS Financial Group
Minnesota
$34.7M -$2.42M -5,884 -7%
SW
455
SteelPeak Wealth
California
$34.5M +$5.88M +14,312 +21%
PWLP
456
Prio Wealth Limited Partnership
Massachusetts
$34.3M -$2.97M -7,260 -8%
TCPWM
457
Traverso Chambers Private Wealth Management
California
$34.3M +$280K +684 +0.8%
CPIG
458
Chicago Partners Investment Group
Illinois
$34.2M +$3.72M +9,005 +12%
ACM
459
Advance Capital Management
Michigan
$34.2M +$15.5M +37,781 +83%
ACH
460
Axis Capital Holdings
Bermuda
$34M
BRWA
461
B. Riley Wealth Advisors
Florida
$33.8M +$427K +1,039 +1%
SAMT
462
Select Asset Management & Trust
Pennsylvania
$33.8M +$20M +48,898 +146%
RIS
463
Retirement Income Solutions
Michigan
$33.3M -$646K -1,577 -2%
BCIM
464
British Columbia Investment Management
British Columbia, Canada
$33.2M +$33.2M +81,167 New
SPC
465
Sigma Planning Corp
Michigan
$32.9M -$378K -923 -1%
CW
466
CreativeOne Wealth
Kansas
$32.8M -$1.3M -3,176 -4%
BAM
467
Broadmark Asset Management
California
$32.7M +$32.7M +79,901 New
LFS
468
Lutz Financial Services
Nebraska
$32.6M -$95.8K -234 -0.3%
ASC
469
Atalanta Sosnoff Capital
New York
$32.6M +$257K +628 +0.8%
WAM
470
Weiss Asset Management
Massachusetts
$32.4M +$26.2M +63,934 +422%
VWA
471
V Wealth Advisors
Kansas
$32.2M +$1.68M +4,191 +5%
BFO
472
Boston Family Office
Massachusetts
$32.2M -$204K -499 -0.6%
IA
473
IFG Advisory
Georgia
$32.2M +$1.14M +2,793 +4%
BPC
474
Banque Pictet & Cie
Switzerland
$32.1M -$2.2M -5,376 -6%
STA
475
Summit Trail Advisors
New York
$32M -$703K -1,711 -2%