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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 %
PAM
1551
Pegasus Asset Management
New York
$3.4M -$38.1K -93 -1%
SHCM
1552
Sachem Head Capital Management
New York
$3.4M -$12.9M -31,500 -79%
AAS
1553
Annex Advisory Services
Wisconsin
$3.39M -$131K -320 -4%
AIP
1554
Almanack Investment Partners
Pennsylvania
$3.38M -$45.4K -111 -1%
CAC
1555
Certified Advisory Corp
Florida
$3.38M +$152K +372 +5%
LFA
1556
Laraway Financial Advisors
Minnesota
$3.37M -$106K -259 -3%
EAM
1557
Empirical Asset Management
Massachusetts
$3.37M +$1.12M +2,726 +50%
CFD
1558
Creative Financial Designs
Indiana
$3.35M +$134K +328 +4%
LIM
1559
Loudon Investment Management
New Hampshire
$3.35M +$135K +329 +4%
APW
1560
Aurora Private Wealth
New Jersey
$3.34M -$5.32K -13 -0.2%
AFG
1561
AFS Financial Group
Maryland
$3.32M +$40.9K +100 +1%
RFA
1562
Resurgent Financial Advisors
Georgia
$3.31M -$1.57M -3,835 -32%
CWM
1563
Chesapeake Wealth Management
Virginia
$3.31M +$109K +267 +3%
OGF
1564
Orin Green Financial
California
$3.3M +$115K +282 +4%
TI
1565
Tidal Investments
Wisconsin
$3.3M +$1.32M +3,223 +67%
SOS
1566
Silver Oak Securities
Tennessee
$3.3M +$1.25M +3,064 +61%
MWM
1567
Marietta Wealth Management
Georgia
$3.3M -$79K -193 -2%
CCG
1568
Coastwise Capital Group
California
$3.29M -$2M -4,893 -38%
CWM
1569
Cherrydale Wealth Management
New Jersey
$3.29M +$14.3K +35 +0.4%
UW
1570
Unique Wealth
Florida
$3.28M -$35.2K -86 -1%
MCM
1571
Mengis Capital Management
Oregon
$3.28M -$67.6K -165 -2%
RWP
1572
Ridgecrest Wealth Partners
California
$3.27M
SEIA
1573
Signature Estate & Investment Advisors
California
$3.27M -$359K -878 -10%
PFA
1574
Pinnacle Family Advisors
Missouri
$3.27M +$375K +915 +13%
TI
1575
Truepoint Inc
Ohio
$3.27M -$314K -767 -9%