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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 %
PIM
1451
Parker Investment Management
California
$4.04M -$14.5M -35,314 -78%
WAM
1452
Wallington Asset Management
Indiana
$4.03M -$48.7K -119 -1%
HSG
1453
Helen Stephens Group
Texas
$4.03M +$254K +620 +7%
PO
1454
Private Ocean
California
$4.01M +$361K +881 +10%
CBFP
1455
Cedar Brook Financial Partners
Ohio
$4.01M -$51.2K -125 -1%
BHWM
1456
Bar Harbor Wealth Management
New Hampshire
$4M +$83.9K +205 +2%
NAS
1457
Nicolet Advisory Services
Wisconsin
$3.98M +$1.7M +4,154 +75%
FCB
1458
First County Bank
Connecticut
$3.97M -$6.18M -15,086 -61%
TWA
1459
TCI Wealth Advisors
Arizona
$3.97M +$1.29M +3,159 +48%
CWP
1460
CFM Wealth Partners
Texas
$3.95M +$236K +577 +6%
DWM
1461
Defined Wealth Management
Oregon
$3.94M -$161K -394 -4%
AAIM
1462
Asset Advisors Investment Management
Georgia
$3.93M -$8.19K -20 -0.2%
CCWM
1463
Cassaday & Co Wealth Management
Virginia
$3.93M +$71.2K +174 +2%
CF
1464
Convergence Financial
Missouri
$3.92M +$128K +312 +3%
ACM
1465
Alpha Capital Management
Texas
$3.91M
CAM
1466
Cozad Asset Management
Illinois
$3.9M -$141K -344 -3%
FPAS
1467
Focus Partners Advisor Solutions
Missouri
$3.9M -$433K -1,057 -10%
JWBC
1468
John W. Brooker & Co
California
$3.89M +$27.3K +66 +0.7%
TAIM
1469
TD Ameritrade Investment Management
Nebraska
$3.89M -$241K -588 -6%
BWA
1470
BlueSky Wealth Advisors
North Carolina
$3.88M -$124K -303 -3%
SC
1471
Solstein Capital
California
$3.87M +$2.59M +6,328 +202%
LAS
1472
LWM Advisory Services
Florida
$3.87M -$15.6K -38 -0.4%
WA1
1473
Wimmer Associates 1
California
$3.87M -$159K -385 -4%
MMHP
1474
Murphy Middleton Hinkle & Parker
Georgia
$3.86M +$3.68K +9 +0.1%
WP
1475
WealthSource Partners
California
$3.86M -$265K -647 -6%