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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 %
CA
626
Cornerstone Advisors
North Carolina
$19.4M
BA
627
Bristlecone Advisors
Washington
$19.4M -$245K -599 -1%
PFS
628
Prospera Financial Services
Texas
$19.3M +$2.44M +5,951 +14%
BWAM
629
Boyd Watterson Asset Management
Ohio
$19.3M
RCA
630
Resonant Capital Advisors
Wisconsin
$19.3M -$43.1K -105 -0.2%
CAI
631
Capital Advisors Inc
Oklahoma
$19.2M -$10.6M -26,009 -36%
SMC
632
Smith, Moore & Co
Missouri
$19.1M -$350K -856 -2%
JFL
633
Jarislowsky, Fraser Ltd
Quebec, Canada
$19.1M -$5.32M -13,002 -22%
MDSL
634
M.D. Sass LLC
New York
$19M +$15.7M +38,440 +482%
WF
635
Welch & Forbes
Massachusetts
$18.9M -$5M -12,203 -21%
TSW
636
Thompson Siegel & Walmsley
Virginia
$18.8M -$101K -246 -0.5%
JRP
637
Jasper Ridge Partners
California
$18.8M
VCA
638
Verdence Capital Advisors
Maryland
$18.7M -$77.8K -190 -0.4%
PCP
639
Proficio Capital Partners
Massachusetts
$18.7M -$21.1M -51,493 -53%
RG
640
Rathbones Group
United Kingdom
$18.7M -$2.93M -7,148 -14%
MHWM
641
Montz Harcus Wealth Management
Louisiana
$18.7M -$166K -406 -0.9%
FTS
642
Fifth Third Securities
Ohio
$18.7M +$411K +1,005 +2%
ODG
643
O'Dell Group
Ohio
$18.7M -$527K -1,288 -3%
LFASL
644
Lugano Financial Advisors SA (LFA)
Switzerland
$18.6M -$1.48M -3,616 -7%
SC
645
Savant Capital
Illinois
$18.6M +$2.13M +5,199 +13%
DIG
646
DeepCurrents Investment Group
New York
$18.5M +$9.66M +23,601 +109%
LMIM
647
Lockheed Martin Investment Management
Maryland
$18.4M -$27.4M -67,000 -60%
SB
648
Sunflower Bank
Texas
$18.4M -$2.68M -6,539 -13%
BJL
649
Brighton Jones LLC
Washington
$18.4M -$88K -215 -0.5%
BPCE
650
Bank Pictet & Cie (Europe)
Germany
$18.4M +$5.89M +14,376 +47%