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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 %
LWCFA
1601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.13M -$207K -506 -6%
PSIWM
1602
Paradigm Strategies in Wealth Management
Minnesota
$3.13M +$4.91K +12 +0.2%
CI Investments Inc
1603
CI Investments Inc
Ontario, Canada
$3.11M -$20.3M -49,605 -87%
PBT
1604
Pictet Bank & Trust
Bahamas
$3.1M +$20.1K +49 +0.7%
ADL
1605
Asset Dedication LLC
California
$3.08M -$191K -467 -6%
BIM
1606
Baldwin Investment Management
Pennsylvania
$3.06M
CC
1607
Chicago Capital
Illinois
$3.06M -$366K -895 -11%
HIA
1608
Harbor Investment Advisory
Maryland
$3.05M -$360K -879 -11%
PPW
1609
Pasadena Private Wealth
California
$3.04M -$10.2K -25 -0.3%
ACM
1610
AlphaStar Capital Management
North Carolina
$3.04M +$1.23M +3,136 +68%
DFA
1611
DHJJ Financial Advisors
Illinois
$3.03M -$69.6K -170 -2%
LFG
1612
Lockerman Financial Group
California
$3.03M +$171K +417 +6%
RWS
1613
Resolute Wealth Strategies
Mississippi
$3.02M +$3.02M +7,382 New
TFS
1614
Thoroughbred Financial Services
Tennessee
$3.01M -$950K -2,321 -24%
LWP
1615
Laurel Wealth Planning
Minnesota
$3M -$657K -1,605 -18%
PAA
1616
Peregrine Asset Advisers
Oregon
$2.99M -$44.6K -109 -1%
RCA
1617
Ranch Capital Advisors
Florida
$2.99M +$77K +188 +3%
HCM
1618
Hengehold Capital Management
Ohio
$2.99M -$46.3K -113 -2%
SMA
1619
Sage Mountain Advisors
Georgia
$2.98M +$324K +791 +12%
NPT
1620
Nixon Peabody Trust
Massachusetts
$2.97M -$54K -132 -2%
WC
1621
Woodstock Corp
Massachusetts
$2.96M -$270K -660 -8%
WAMC
1622
Western Asset Management Company
California
$2.96M -$66.3K -162 -2%
BRM
1623
Boston Research & Management
Massachusetts
$2.96M +$35.6K +87 +1%
JHCP
1624
Jackson Hole Capital Partners
Oklahoma
$2.96M +$131K +321 +5%
EVM
1625
Evelyn V. Moreno
$2.95M