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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 %
CTA
551
Chesley Taft & Associates
Illinois
$24.7M +$305K +744 +1%
AWA
552
Arete Wealth Advisors
Illinois
$24.6M +$282K +690 +1%
SIA
553
Schechter Investment Advisors
Michigan
$24.5M -$33.2K -81 -0.1%
RWP
554
RWA Wealth Partners
Massachusetts
$24.5M -$784K -1,915 -3%
ABC
555
Associated Banc-Corp
Wisconsin
$24.3M -$775K -1,892 -3%
Luther King Capital Management (LKCM)
556
Luther King Capital Management (LKCM)
Texas
$24.3M -$12.2M -29,713 -33%
JGIA
557
Jackson Grant Investment Advisers
Connecticut
$24.2M -$1.02M -2,487 -4%
BSWA
558
Bromfield Sneider Wealth Advisors
Massachusetts
$24.2M +$50.4K +123 +0.2%
Daiwa Securities Group
559
Daiwa Securities Group
Japan
$24.2M -$37.2M
Public Sector Pension Investment Board (PSP Investments)
560
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.1M -$41.1M -100,490 -63%
GIM
561
Generation Investment Management
United Kingdom
$24M +$14.9M +36,366 +164%
HCM
562
Howland Capital Management
Massachusetts
$23.9M -$214K -522 -0.9%
RJT
563
Raymond James Trust
Florida
$23.9M -$524K -1,279 -2%
TW
564
Transform Wealth
Colorado
$23.7M +$19.9M +48,360 +514%
GFL
565
Granite FO LLC
New Hampshire
$23.7M +$7.26M +17,463 +44%
IA
566
IFG Advisors
Missouri
$23.6M +$1.15M +2,805 +5%
SF
567
Summit Financial
New Jersey
$23.5M -$261K -636 -1%
CA
568
Clearstead Advisors
Ohio
$23.5M +$345K +842 +1%
OAM
569
Oppenheimer Asset Management
New York
$23.5M -$19.4M -47,406 -45%
CWP
570
Capital Wealth Planning
Florida
$23.5M +$142K +348 +0.6%
RWA
571
Redhawk Wealth Advisors
Minnesota
$23.4M +$279K +681 +1%
MAWCM
572
Mine & Arao Wealth Creation & Management
California
$23.4M +$1.16M +2,844 +5%
SFS
573
Solitude Financial Services
Virginia
$23.4M +$207K +505 +0.9%
TRSOTSOK
574
Teachers Retirement System of the State of Kentucky
Kentucky
$23.2M
ACM
575
Anfield Capital Management
California
$23.2M +$178K +436 +0.8%