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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 %
LF
801
LifeSteps Financial
California
$13.7M -$1.23M -2,998 -8%
GIM
802
Goelzer Investment Management
Indiana
$13.7M -$8.94M -21,828 -40%
OFG
803
Oxford Financial Group
Indiana
$13.6M -$164K -400 -1%
LA
804
Lane & Associates
New Jersey
$13.6M +$614K +1,499 +5%
NEPWA
805
New England Private Wealth Advisors
Massachusetts
$13.6M -$992K -2,422 -7%
WEG
806
World Equity Group
Illinois
$13.5M +$13.1M +596,992 +2,993%
CG
807
Cutler Group
California
$13.5M +$9.21M +22,492 +215%
CWM
808
Connecticut Wealth Management
Connecticut
$13.5M +$10.8M +26,274 +399%
BSG
809
Black Swift Group
Colorado
$13.5M -$9.72M -22,861 -42%
MIA
810
MMBG Investment Advisors
Florida
$13.4M -$13M -31,770 -49%
SIM
811
Seaview Investment Managers
Florida
$13.4M -$974K -2,379 -7%
FPW
812
Flagship Private Wealth
Massachusetts
$13.4M -$938K -2,290 -7%
FCBT
813
First Citizens Bank & Trust
North Carolina
$13.3M +$564K +1,378 +4%
TBWA
814
Three Bridge Wealth Advisors
California
$13.2M +$1M +2,435 +8%
BAM
815
Brave Asset Management
New Jersey
$13.1M +$4.21M +10,288 +47%
QCG
816
Quadrant Capital Group
Ohio
$13.1M +$169K +412 +1%
TAM
817
Taurus Asset Management
New York
$13M -$183K -448 -1%
ACA
818
Aptus Capital Advisors
Alabama
$13M -$7.22M -17,567 -36%
CCB
819
Country Club Bank
Missouri
$13M -$302K -749 -2%
EP
820
Edgestream Partners
New Jersey
$13M -$11M -26,862 -46%
SI
821
Scharf Investments
California
$13M -$14.9M -36,371 -53%
IF
822
Intrua Financial
Texas
$12.9M +$9.04M +21,968 +233%
Capital International Investors
823
Capital International Investors
California
$12.9M +$1.48M +3,677 +13%
CIM
824
Confluence Investment Management
Missouri
$12.8M +$574K +1,401 +5%
CWM
825
Cornerstone Wealth Management
Missouri
$12.8M +$12.8M +31,181 New