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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 %
WIM
1526
Waycross Investment Management
Washington
$3.53M -$6.14K -15 -0.2%
SWA
1527
Sightline Wealth Advisors
Connecticut
$3.52M -$57.3K -140 -2%
MPCL
1528
My Personal CFO LLC
Washington
$3.52M +$1.27M +3,111 +57%
SRC
1529
Sage Rhino Capital
California
$3.52M
MP
1530
McDonald Partners
Ohio
$3.51M -$159K -389 -4%
WAM
1531
Weinberger Asset Management
California
$3.5M +$5.32K +13 +0.2%
PWP
1532
Private Wealth Partners
California
$3.5M +$52K +127 +2%
OFG
1533
Omega Financial Group
California
$3.49M +$1.08M +2,629 +45%
SFS
1534
Security Financial Services
Indiana
$3.49M -$150K -366 -4%
BI
1535
Bramshill Investments
Florida
$3.47M -$18.8M -46,034 -84%
GPA
1536
Guidance Point Advisors
Massachusetts
$3.47M +$11.1K +27 +0.3%
AT
1537
Avalon Trust
New Mexico
$3.47M +$3.47M +8,466 New
LWM
1538
Laidlaw Wealth Management
New York
$3.46M -$305K -744 -8%
Fisher Asset Management
1539
Fisher Asset Management
Washington
$3.46M -$132K -322 -4%
DWP
1540
Destiny Wealth Partners
Florida
$3.46M +$605K +1,478 +21%
AIMC
1541
Alley Investment Management Company
Illinois
$3.45M -$3.63M -8,874 -51%
SH
1542
Svenska Handelsbanken
Sweden
$3.45M -$3.07M -7,503 -47%
NG
1543
NWK Group
California
$3.44M +$158K +386 +5%
HPIA
1544
Hamilton Point Investment Advisors
North Carolina
$3.44M +$3.44M +8,374 New
RA
1545
Regis Acquisition
Colorado
$3.43M +$3.43M +8,372 New
TA
1546
TruWealth Advisors
Louisiana
$3.43M +$11.1K +27 +0.3%
VWM
1547
Valley Wealth Managers
New Jersey
$3.42M -$139K -339 -4%
SIA
1548
SkyView Investment Advisors
New Jersey
$3.41M +$109K +266 +3%
EA
1549
Evergreen Advisors
Tennessee
$3.41M -$435K -1,063 -11%
MIC
1550
Meridian Investment Counsel
California
$3.4M -$30.7K -75 -0.9%