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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 %
CPIA
1051
Cornell Pochily Investment Advisors
New York
$8.14M -$62.6K -153 -0.8%
MIM
1052
Marco Investment Management
Georgia
$8.14M +$59.8K +146 +0.7%
T
1053
TRUADVICE
Florida
$8.14M +$5.8M +13,946 +248%
CGPCS
1054
Capital Group Private Client Services
California
$8.12M -$22.6M -55,158 -74%
Fidelity International
1055
Fidelity International
Bermuda
$8.1M +$775K +1,894 +11%
SFG
1056
Summit Financial Group
West Virginia
$8.09M -$153K -373 -2%
LSPW
1057
Lake Street Private Wealth
Illinois
$8.08M -$142K -346 -2%
FA
1058
Forefront Analytics
Pennsylvania
$8.06M +$36K +88 +0.4%
WDG
1059
Wealth Dimensions Group
Ohio
$8.06M +$537K +1,311 +7%
NB
1060
Nicolet Bankshares
Wisconsin
$8.05M -$348K -849 -4%
SWA
1061
Stratos Wealth Advisors
Ohio
$8.01M -$460K -1,123 -5%
PWM
1062
Peterson Wealth Management
Nevada
$8M -$264K -644 -3%
BAM
1063
Berkshire Asset Management
Pennsylvania
$7.99M -$2.42M -5,921 -23%
GB
1064
Gunma Bank
Japan
$7.98M
MPW
1065
MGO Private Wealth
California
$7.97M -$12.4M -30,260 -61%
CCA
1066
Childress Capital Advisors
Texas
$7.96M -$526K -1,286 -6%
MPWT
1067
MassMutual Private Wealth & Trust
Connecticut
$7.95M -$7.95M -19,430 -50%
DI
1068
DFPG Investments
Utah
$7.95M +$5.09M +12,428 +178%
SPWM
1069
Schrum Private Wealth Management
Florida
$7.94M -$1.17M -2,861 -13%
CI
1070
CPR Investments
Michigan
$7.94M +$7.94M +19,394 New
OIS
1071
Okabena Investment Services
Minnesota
$7.93M +$7.66M +18,717 +2,880%
TFGT
1072
TS Financial Group (TSFG)
Illinois
$7.92M +$126K +307 +2%
DAM
1073
Deltec Asset Management
New York
$7.91M +$7.37M +18,001 +1,358%
1CP
1074
1607 Capital Partners
Virginia
$7.9M -$9.17M -22,400 -54%
EIP
1075
Ellis Investment Partners
Pennsylvania
$7.88M -$98.3K -240 -1%