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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 %
HI
826
Humankind Investments
New York
$12.8M
BBWP
827
Beacon Bridge Wealth Partners
Pennsylvania
$12.7M +$996K +2,432 +8%
NRC
828
New Republic Capital
North Carolina
$12.7M -$558K -1,364 -4%
EFS
829
Essex Financial Services
Connecticut
$12.7M -$1.68M -4,099 -12%
SWMG
830
Sanchez Wealth Management Group
Florida
$12.7M +$38.9K +95 +0.3%
SFS
831
Sowell Financial Services
Arkansas
$12.7M -$2.16M -5,274 -15%
PFP
832
Paragon Financial Partners
California
$12.6M -$368K -899 -3%
MOS
833
MGO One Seven
Ohio
$12.6M +$181K +442 +1%
YIA
834
YHB Investment Advisors
Connecticut
$12.6M -$7.82M -19,092 -38%
IPW
835
Invictus Private Wealth
Colorado
$12.6M -$1.04M -2,541 -8%
JGC
836
J. Goldman & Co
New York
$12.6M -$21.8M -53,250 -63%
WAG
837
Winthrop Advisory Group
Massachusetts
$12.6M -$154K -376 -1%
MFS
838
Monetta Financial Services
Illinois
$12.6M
LFRG
839
Lazard Frères Gestion
France
$12.6M +$648K +1,883 +5%
TAM
840
Tocqueville Asset Management
New York
$12.6M +$137K +335 +1%
WCM
841
WealthBridge Capital Management
Ohio
$12.5M -$24.2K -59 -0.2%
AMC
842
Asset Management Corp
Illinois
$12.4M +$9.7M +23,691 +355%
FCMC
843
Founders Capital Management (Connecticut)
Connecticut
$12.4M -$15.6K -38 -0.1%
CF
844
Centaurus Financial
California
$12.3M +$564K +1,377 +5%
Legal & General Group
845
Legal & General Group
United Kingdom
$12.2M
IBOK
846
Independence Bank of Kentucky
Kentucky
$12.2M -$420K -1,027 -3%
TFCP
847
Twin Focus Capital Partners
Massachusetts
$12.2M +$97.4K +238 +0.8%
MNG
848
Manning & Napier Group
New York
$12.2M -$13.2M
SFG
849
Sowa Financial Group
Rhode Island
$12.2M -$124K -303 -1%
LT
850
Legacy Trust
Michigan
$12.2M -$151K -370 -1%