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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 %
OCM
1226
Objective Capital Management
Ohio
$5.91M +$2.46K +6 +0%
PAM
1227
Private Asset Management
California
$5.9M +$756K +1,847 +15%
CMTU
1228
Capital Markets Trading (UK)
United Kingdom
$5.89M +$5.89M +14,384 New
AAM
1229
Aureus Asset Management
Massachusetts
$5.87M -$312K -763 -5%
SAM
1230
Strategy Asset Managers
California
$5.87M -$105K -256 -2%
PI
1231
PFG Investments
New York
$5.87M +$5.87M +14,339 New
UWPG
1232
Ullmann Wealth Partners Group
Florida
$5.87M +$114K +278 +2%
CCM
1233
Colorado Capital Management
Colorado
$5.87M -$106K -259 -2%
PIA
1234
Perennial Investment Advisors
California
$5.86M +$123K +300 +2%
MPM
1235
Meritage Portfolio Management
Kansas
$5.84M -$181K -442 -3%
AA
1236
Auxano Advisors
Washington
$5.84M
VCP
1237
Vista Capital Partners
Oregon
$5.84M +$1.24M +3,037 +27%
WA
1238
Waddell & Associates
Tennessee
$5.82M +$110K +269 +2%
FEM
1239
Fulcrum Equity Management
Texas
$5.81M -$13M -31,796 -69%
NLP
1240
Next Level Private
New York
$5.8M +$22.1K +54 +0.4%
AF
1241
Arrow Financial
New York
$5.8M -$115K -280 -2%
OWP
1242
Obermeyer Wealth Partners
Colorado
$5.78M -$430K -977 -7%
CWM
1243
Congress Wealth Management
Massachusetts
$5.78M -$6.53M -15,941 -53%
SC
1244
Sierra Capital
Florida
$5.76M -$525K -1,283 -8%
LPIC
1245
LeJeune Puetz Investment Counsel
Michigan
$5.74M +$43.4K +106 +0.8%
FIB
1246
First Interstate Bank
Montana
$5.73M +$192K +470 +3%
CWM
1247
C2C Wealth Management
Arizona
$5.72M +$356K +873 +7%
BIC
1248
Beach Investment Counsel
Pennsylvania
$5.72M
CWP
1249
Cyndeo Wealth Partners
Florida
$5.71M +$1.16M +2,831 +25%
WAM
1250
Watershed Asset Management
California
$5.69M