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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 %
NCM
1326
Nelson Capital Management
California
$4.99M +$2.06M +5,020 +70%
ONST
1327
Old North State Trust
North Carolina
$4.99M -$40.9K -100 -0.8%
CCFM
1328
Clear Creek Financial Management
Washington
$4.98M -$549K -1,339 -10%
WB
1329
West Bancorporation
Iowa
$4.98M -$92.9K -227 -2%
MSAM
1330
Moloney Securities Asset Management
Missouri
$4.97M -$78.2K -191 -2%
WA
1331
WestEnd Advisors
North Carolina
$4.97M -$35.5M -92,750 Closed
VBFG
1332
Vishria Bird Financial Group
Tennessee
$4.96M -$298K -729 -6%
TA
1333
Tactive Advisors
Florida
$4.96M +$2.32M +5,663 +88%
CFP
1334
Catalyst Financial Partners
Massachusetts
$4.95M +$408K +997 +9%
KWS
1335
Keystone Wealth Services
California
$4.94M +$189K +462 +4%
SHWM
1336
Smith & Howard Wealth Management
Georgia
$4.94M +$4.36M +10,650 +756%
WAM
1337
WealthTrust Asset Management
Florida
$4.93M -$76.1K -186 -2%
NRI
1338
NFP Retirement Inc
California
$4.92M +$1.15M +2,798 +30%
SAM
1339
Silphium Asset Management
United Kingdom
$4.91M +$4.91M +12,000 New
RCM
1340
RNC Capital Management
California
$4.9M -$6.64M -16,220 -58%
WCM
1341
Windsor Capital Management
Arizona
$4.9M -$85.2K -208 -2%
FBA
1342
Front Barnett Associates
Illinois
$4.89M -$4.09K -10 -0.1%
WP
1343
Westmount Partners
California
$4.89M +$253K +618 +5%
ACM
1344
Armbruster Capital Management
New York
$4.87M -$125K -305 -3%
B
1345
Bensler
Washington
$4.87M +$38.9K +95 +0.8%
CA
1346
CGN Advisors
Kansas
$4.86M +$182K +445 +4%
TPWA
1347
TRUE Private Wealth Advisors
Oregon
$4.86M +$3.61M +8,825 +291%
CSPAM
1348
Cary Street Partners Asset Management
Virginia
$4.84M -$413K -1,008 -8%
AIM
1349
AMI Investment Management
Indiana
$4.83M -$300K -732 -6%
HH
1350
Hilltop Holdings
Texas
$4.83M -$4.91M -11,986 -50%