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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 %
AFG
1701
Allegheny Financial Group
Pennsylvania
$2.58M -$73.7K -180 -3%
APG
1702
Abacus Planning Group
South Carolina
$2.58M +$13.9K +34 +0.5%
CFA
1703
Cahill Financial Advisors
Minnesota
$2.57M +$2.05K +5 +0.1%
1WM
1704
1900 Wealth Management
Texas
$2.56M
BO
1705
Bank OZK
Arkansas
$2.55M -$122K -298 -5%
CPFP
1706
Clear Perspectives Financial Planning
Ohio
$2.55M +$102K +250 +4%
UWM
1707
USAdvisors Wealth Management
Minnesota
$2.55M -$3.69K -9 -0.1%
MIAS
1708
Mason Investment Advisory Services
Virginia
$2.54M -$33.6K -82 -1%
FA
1709
Flagstar Advisors
New York
$2.54M -$302K -736 -11%
CPW
1710
Catalyst Private Wealth
California
$2.53M -$66.7K -163 -3%
VIP
1711
Vantage Investment Partners
Missouri
$2.53M
Cohen & Steers
1712
Cohen & Steers
New York
$2.53M -$1.24M -3,027 -33%
EHC
1713
Everett Harris & Co
California
$2.53M +$409 +1 +0%
OWA
1714
Outlook Wealth Advisors
Texas
$2.52M +$2.11M +5,149 +508%
VPIM
1715
Vanguard Personalized Indexing Management
California
$2.52M +$1.47M +3,580 +139%
LWM
1716
LJI Wealth Management
Indiana
$2.52M +$292K +714 +13%
HP
1717
Highlander Partners
Texas
$2.52M
UCIG
1718
Ulrich Consultants & Investment Group
New Mexico
$2.51M -$97.4K -238 -4%
CFFP
1719
Center for Financial Planning
Michigan
$2.5M -$47.9K -117 -2%
AP
1720
Arlington Partners
Alabama
$2.49M +$664K +1,621 +36%
GC
1721
Gilbert & Cook
Iowa
$2.49M -$13.9K -34 -0.6%
RW
1722
Rede Wealth
Virginia
$2.49M +$3.69K +9 +0.1%
SFM
1723
Signet Financial Management
New Jersey
$2.48M +$14.7K +36 +0.6%
WPC
1724
Waters Parkerson & Co
Louisiana
$2.48M -$47.1K -115 -2%
ECAM
1725
East Coast Asset Management
Massachusetts
$2.48M -$119K -290 -5%