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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 %
MWM
901
Mission Wealth Management
California
$11.1M +$120K +293 +1%
KC
902
Kadensa Capital
Hong Kong
$11.1M +$11.1M +27,009 New
OL
903
Optas LLC
Texas
$11M
AP
904
Americana Partners
Texas
$11M -$575K -1,405 -5%
CWC
905
Carolinas Wealth Consulting
North Carolina
$11M -$31.2K -76 -0.3%
MWA
906
Meridian Wealth Advisors
Texas
$11M -$2.05K -5 -0%
BLC
907
Brown, Lisle/Cummings
Rhode Island
$10.9M +$231K +565 +2%
BTI
908
Blue Trust Inc
Georgia
$10.9M -$664K -1,735 -6%
CHJWM
909
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.8M -$153K -370 -1%
SB
910
Strategic Blueprint
Georgia
$10.8M -$757K -1,849 -7%
FFA
911
First Foundation Advisors
California
$10.8M -$1.11M -2,716 -9%
AIC
912
Ayalon Insurance Company
Israel
$10.8M +$5.13M +12,501 +91%
GAM
913
GEM Asset Management
Michigan
$10.7M -$16.8K -41 -0.2%
CAGAS
914
Capital Advisory Group Advisory Services
Minnesota
$10.7M +$633K +1,547 +6%
SP
915
Successful Portfolios
Florida
$10.7M -$113K -277 -1%
American Century Companies
916
American Century Companies
Missouri
$10.7M +$4.74M +11,741 +79%
EAM
917
Evanson Asset Management
California
$10.7M +$248K +607 +2%
ST
918
Spinnaker Trust
Maine
$10.7M +$46.7K +114 +0.4%
FWC
919
First Washington Corp
Washington
$10.7M -$526K -1,286 -5%
PP
920
Patten & Patten
Tennessee
$10.6M -$497K -1,214 -4%
PWM
921
Palumbo Wealth Management
New York
$10.6M +$3.42M +8,363 +47%
AA
922
AlphaMark Advisors
Kentucky
$10.6M +$10.6M +25,975 New
AIS
923
American Investment Services
Massachusetts
$10.6M
P
924
Pitcairn
Pennsylvania
$10.6M +$6.5M +15,882 +159%
BEC
925
Blue Edge Capital
Virginia
$10.6M -$67.1K -164 -0.6%