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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 %
SFA
676
Sequoia Financial Advisors
Ohio
$17.4M +$257K +628 +2%
AGA
677
Accuvest Global Advisors
Utah
$17.4M +$7.34M +17,925 +73%
SEI Investments
678
SEI Investments
Pennsylvania
$17.4M +$1M +2,451 +6%
Financial Engines Advisors
679
Financial Engines Advisors
California
$17.3M -$5.33M -12,964 -23%
IB
680
Intrust Bank
Kansas
$17.3M +$26.2K +64 +0.2%
AM
681
Ampfield Management
New York
$17.3M +$17.3M +42,156 New
MWM
682
Moran Wealth Management
Florida
$17.3M +$1.48M +3,608 +9%
CBT
683
Central Bank & Trust
Kentucky
$17.2M -$261K -637 -1%
TCBWMS
684
Texas Capital Bank Wealth Management Services
Texas
$17.2M -$962K -2,350 -5%
SAS
685
Stelac Advisory Services
New York
$17.2M -$1.03M -2,508 -6%
DWT
686
Dorsey & Whitney Trust
South Dakota
$17M -$1.89M -4,610 -10%
BTWM
687
Baker Tilly Wealth Management
Wisconsin
$17M +$7.19M +17,569 +73%
AWM
688
Angeles Wealth Management
California
$17M -$10.6K -26 -0.1%
BCV
689
Banque Cantonale Vaudoise
Switzerland
$17M -$2.41M -5,889 -12%
CFG
690
Cooper Financial Group
California
$17M +$1.33M +3,257 +9%
MWPCG
691
Measured Wealth Private Client Group
New Hampshire
$16.9M -$402K -982 -2%
OAM
692
Ostrum Asset Management
France
$16.8M +$16.8M +41,000 New
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$16.8M -$266K -649 -2%
KIA
694
KCM Investment Advisors
California
$16.8M -$518K -1,265 -3%
RIA
695
Regal Investment Advisors
Michigan
$16.7M -$1.06M -2,585 -6%
FA
696
Fiduciary Alliance
South Carolina
$16.7M +$289K +707 +2%
GFS
697
GYL Financial Synergies
Connecticut
$16.6M -$10.9M -26,660 -40%
AC
698
ASB Consultores
Florida
$16.6M -$742K -1,812 -4%
OC
699
Oakworth Capital
Alabama
$16.6M -$2.72M -6,647 -14%
GWAM
700
Guardian Wealth Advisors (Minnesota)
Minnesota
$16.6M +$1.19M +2,901 +8%