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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 %
BFC
1176
Bedel Financial Consulting
Indiana
$6.43M +$147K +358 +2%
CSIC
1177
Clifford Swan Investment Counsel
California
$6.42M -$49.1K -120 -0.8%
Victory Capital Management
1178
Victory Capital Management
Texas
$6.41M -$25.8M -63,058 -80%
CA
1179
Cresta Advisors
Texas
$6.4M +$6.4M +15,644 New
NL
1180
NWAM LLC
Washington
$6.4M -$2.96M -7,223 -32%
GWM
1181
GSB Wealth Management
Connecticut
$6.4M +$1.66M +4,098 +35%
GFPC
1182
Global Financial Private Client
Florida
$6.38M +$499K +1,215 +8%
JWA
1183
JFS Wealth Advisors
Pennsylvania
$6.35M -$13.5K -33 -0.2%
OLA
1184
Oliver Luxxe Assets
New Jersey
$6.34M -$78.2K -191 -1%
SV
1185
Sturgeon Ventures
United Kingdom
$6.33M -$61.8K -151 -1%
FNBOO
1186
First National Bank of Omaha
Nebraska
$6.31M -$1.12M -2,724 -15%
MA
1187
MAS Advisors
Florida
$6.31M +$85.6K +209 +1%
VLC
1188
Van Leeuwen & Company
New Jersey
$6.28M +$1.04M +2,531 +20%
WCM
1189
Windham Capital Management
Massachusetts
$6.28M +$101K +246 +2%
SAM
1190
Silverhawk Asset Management
Arizona
$6.26M -$1.45M -3,554 -19%
CIAS
1191
Capital Investment Advisory Services
North Carolina
$6.26M -$5.1M -12,457 -45%
AWM
1192
Accurate Wealth Management
Florida
$6.25M -$687K -1,678 -10%
QPWM
1193
Quadrant Private Wealth Management
Pennsylvania
$6.25M +$195K +474 +3%
SWP
1194
Summit Wealth Partners
Florida
$6.17M -$59K -144 -0.9%
GC
1195
GFG Capital
Florida
$6.16M -$3.01M -5,290 -33%
Fayez Sarofim & Co
1196
Fayez Sarofim & Co
Texas
$6.15M -$4.85M -11,846 -44%
ECP
1197
Epacria Capital Partners
Colorado
$6.14M
FH
1198
FWG Holdings
Florida
$6.14M -$90.5K -221 -1%
CL
1199
CSS LLC
Illinois
$6.13M +$2.25M +5,500 +58%
SWRP
1200
Summit Wealth & Retirement Planning
California
$6.12M +$469K +1,146 +8%