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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 %
PA
876
PFG Advisors
Arizona
$11.4M -$125K -305 -1%
MTIM
877
Marathon Trading Investment Management
Pennsylvania
$11.4M +$11.4M +27,867 New
OFS
878
Oldfather Financial Services
Nebraska
$11.4M +$202K +494 +2%
NP
879
Nilsine Partners
Colorado
$11.4M +$11.4M +27,842 New
CI
880
CX Institutional
Indiana
$11.4M +$1.15M +2,816 +11%
LCM
881
Linker Capital Management
Kentucky
$11.4M
LGA
882
Lebenthal Global Advisors
New York
$11.4M +$52.8K +129 +0.5%
CFM
883
Comprehensive Financial Management
California
$11.4M
PP
884
Prudential plc
United Kingdom
$11.4M -$3.38M -8,250 -23%
SL
885
Sentinus LLC
Illinois
$11.3M +$7.91M +19,325 +230%
WIA
886
World Investment Advisors
California
$11.3M +$983K +2,392 +9%
BC
887
Bartlett & Co
Ohio
$11.3M +$138K +335 +1%
FNBOMD
888
First National Bank of Mount Dora
Florida
$11.3M -$2.28M -5,558 -17%
BCWM
889
Bartlett & Co Wealth Management
Ohio
$11.3M +$138K +335 +1%
PTC
890
Private Trust Company
Ohio
$11.3M -$353K -862 -3%
RIM
891
Rockbridge Investment Management
New York
$11.3M -$41.8K -102 -0.4%
TCOO
892
Trust Company of Oklahoma
Oklahoma
$11.3M -$127K -310 -1%
WWP
893
WR Wealth Planners
Missouri
$11.3M -$385K -940 -3%
HWA
894
Hillcrest Wealth Advisors
New Jersey
$11.2M -$430K -1,050 -4%
AP
895
Appleton Partners
Massachusetts
$11.2M -$358K -874 -3%
IWP
896
Icon Wealth Partners
Texas
$11.2M +$11.2M +27,345 New
SIA
897
Soltis Investment Advisors
Utah
$11.2M +$797K +1,947 +8%
RIL
898
Rothschild Investment LLC
Illinois
$11.2M +$90.5K +221 +0.8%
CFAM
899
Coury Firm Asset Management
Pennsylvania
$11.1M -$199K -485 -2%
NCM
900
Neumann Capital Management
California
$11.1M -$251K -613 -2%