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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 %
AWA
976
Arkadios Wealth Advisors
Georgia
$9.56M -$197K -481 -2%
LA
977
Legacy Advisors
Pennsylvania
$9.47M -$887K -2,166 -9%
LCM
978
LVM Capital Management
Michigan
$9.47M +$104K +254 +1%
BCM
979
Basso Capital Management
Connecticut
$9.46M -$16.4M -40,147 -63%
NFG
980
Nations Financial Group
Iowa
$9.45M -$330K -807 -3%
PA
981
Planning Alternatives
Michigan
$9.45M -$4.91K -12 -0.1%
IHWM
982
Iron Horse Wealth Management
Iowa
$9.44M +$632K +1,543 +7%
CG
983
Caprock Group
Idaho
$9.44M -$5.61M -13,645 -37%
AIM
984
Aspen Investment Management
Michigan
$9.4M +$181K +441 +2%
HT
985
Heritage Trust
Oklahoma
$9.4M +$78.2K +191 +0.8%
SPW
986
Surience Private Wealth
Washington
$9.38M -$3.61M -8,824 -28%
RCM
987
Rain Capital Management
Oregon
$9.36M +$8.84M +21,581 +1,672%
CFO
988
Custos Family Office
Texas
$9.35M +$499K +1,220 +6%
OSAM
989
O'Shaughnessy Asset Management
Connecticut
$9.31M +$141K +344 +2%
GM
990
GeoWealth Management
Illinois
$9.3M +$2.41M +5,892 +35%
CC
991
Courier Capital
New York
$9.28M +$403K +984 +5%
BGDI
992
BW Gestao de Investimentos
Brazil
$9.28M +$299K +500 +3%
LW
993
Linscomb Wealth
Texas
$9.28M +$56.5K +138 +0.6%
KTA
994
Keeley-Teton Advisors
Illinois
$9.26M +$502K +1,225 +6%
NEI
995
Northwest & Ethical Investments
Ontario, Canada
$9.25M +$9.25M +22,600 New
GC
996
Gratus Capital
Georgia
$9.22M +$373K +912 +4%
Jacobs Levy Equity Management
997
Jacobs Levy Equity Management
New Jersey
$9.21M +$9.21M +22,500 New
SAM
998
Silvercrest Asset Management
New York
$9.16M -$364K -889 -4%
KI
999
Kula Investments
Illinois
$9.16M +$6.14M +15,010 +204%
PA
1000
Prism Advisors
California
$9.13M -$319K -779 -3%