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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 %
MWP
1576
Madison Wealth Partners
Wisconsin
$3.25M +$13.9K +34 +0.4%
V
1577
VeraBank
Texas
$3.25M -$409K -1,000 -11%
FUBT
1578
First United Bank & Trust
Maryland
$3.25M -$152K -372 -4%
SA
1579
SL Advisors
New Jersey
$3.25M +$19.2K +47 +0.6%
SBWIC
1580
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.24M
JE
1581
JMAC Enterprises
Pennsylvania
$3.24M -$57.7K -141 -2%
LRWA
1582
Long Run Wealth Advisors
New York
$3.23M
TLCM
1583
Twin Lakes Capital Management
California
$3.23M +$11.1K +27 +0.3%
GSIAS
1584
Garden State Investment Advisory Services
New Jersey
$3.23M -$286K -699 -8%
CCM
1585
Cohen Capital Management
California
$3.22M +$819 +2 +0%
PCS
1586
Personal CFO Solutions
New Jersey
$3.21M +$33.2K +81 +1%
CWM
1587
ClientFirst Wealth Management
Arkansas
$3.21M
TCM
1588
True Capital Management
California
$3.2M -$648K -1,582 -17%
PSCM
1589
Per Stirling Capital Management
Texas
$3.19M -$456K -1,113 -12%
SIC
1590
Samalin Investment Counsel
New York
$3.19M +$63K +154 +2%
MF
1591
Montis Financial
Massachusetts
$3.18M -$271K -662 -8%
LCS
1592
Levin Capital Strategies
New York
$3.17M +$2.87K +7 +0.1%
RA
1593
Resolute Advisors
California
$3.16M -$223K -542 -7%
CAM
1594
Covenant Asset Management
New Jersey
$3.16M -$88.4K -216 -3%
SA
1595
Sunesis Advisors
Kansas
$3.15M +$1.13M +2,751 +56%
NB
1596
Northwest Bancshares
Pennsylvania
$3.15M -$118K -289 -4%
MSAGDF
1597
Moneda SA Administradora General de Fondos
Chile
$3.14M -$27.8K -68 -0.9%
IWP
1598
Innova Wealth Partners
Pennsylvania
$3.13M +$1.16M +2,826 +59%
PAM
1599
Panagora Asset Management
Massachusetts
$3.13M -$3.54M -8,650 -53%
HCM
1600
HGI Capital Management
New York
$3.13M -$4.43M -10,833 -59%