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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 %
ANB
526
Amarillo National Bank
Texas
$26.2M
ATPW
527
Ashton Thomas Private Wealth
Arizona
$26.1M +$23.7M +57,944 +978%
EWM
528
Evermay Wealth Management
Virginia
$26.1M -$2.5M -6,088 -9%
RFP
529
Roth Financial Partners
Texas
$26.1M -$223K -545 -0.8%
IC
530
Inscription Capital
Texas
$26.1M -$253K -619 -1%
Principal Financial Group
531
Principal Financial Group
Iowa
$26M +$3.9M +9,534 +18%
NSIM
532
North Star Investment Management
Illinois
$25.9M -$70K -171 -0.3%
KHLMTHM
533
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$25.9M -$2.14M -5,293 -8%
S
534
SignatureFD
Georgia
$25.9M +$894K +2,183 +4%
DACS
535
Dymon Asia Capital (Singapore)
Singapore
$25.8M +$25.8M +63,128 New
DBIA
536
Dumont & Blake Investment Advisors
New Jersey
$25.8M -$90.9K -222 -0.4%
Qube Research & Technologies (QRT)
537
Qube Research & Technologies (QRT)
United Kingdom
$25.8M -$87.8M -214,573 -77%
AC
538
Abbrea Capital
California
$25.8M -$130K -317 -0.5%
CPP
539
Capasso Planning Partners
South Carolina
$25.7M +$5.11M +12,481 +25%
Edgewood Management
540
Edgewood Management
Connecticut
$25.6M -$17.2M -41,916 -40%
RSWM
541
Robertson Stephens Wealth Management
California
$25.5M +$95.3K +232 +0.4%
CWM
542
Calamos Wealth Management
Illinois
$25.5M -$694K -1,696 -3%
AL
543
Aspiriant LLC
California
$25.4M -$447K -1,091 -2%
BT
544
Brandywine Trust
Delaware
$25.4M +$2.43M +5,941 +11%
SOW
545
State of Wyoming
Wyoming
$25.3M +$49.1K +120 +0.2%
MWM
546
MTC Wealth Management
Florida
$25.2M +$236K +576 +0.9%
BA
547
Birinyi Associates
Connecticut
$25.1M -$1.69M -4,135 -6%
DAS
548
Dynamic Advisor Solutions
Arizona
$25M -$10.3M -25,259 -29%
PWM
549
Pacific Wealth Management
California
$24.8M +$3.24M +7,902 +15%
PP
550
Pegasus Partners
Wisconsin
$24.8M -$1.19M -2,904 -5%