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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 %
DWMG
1776
DB Wealth Management Group
California
$2.3M -$42.2K -103 -2%
CWM
1777
Cordatus Wealth Management
Pennsylvania
$2.3M +$481K +1,175 +26%
DWM
1778
Denver Wealth Management
Colorado
$2.3M -$212K -518 -8%
APW
1779
Austin Private Wealth
Texas
$2.3M +$544K +1,330 +31%
VWA
1780
Visionary Wealth Advisors
Illinois
$2.3M -$5.32K -13 -0.2%
SWAG
1781
Spectrum Wealth Advisory Group
California
$2.29M +$329K +803 +17%
SN
1782
Sittner & Nelson
Oregon
$2.29M
CHC
1783
City Holding Co
West Virginia
$2.29M -$90.1K -220 -4%
AAMC
1784
Asset Allocation & Management Company
Illinois
$2.29M
WC
1785
Waterloo Capital
Texas
$2.29M +$2.29M +5,590 New
IA
1786
Insight Advisors
Pennsylvania
$2.29M -$140K -343 -6%
AI
1787
Atom Investors
Texas
$2.29M -$3.05M -7,441 -57%
WAM
1788
WNY Asset Management
New York
$2.28M -$81.5K -199 -3%
WMP
1789
Wealth Management Partners
Arizona
$2.28M -$179K -437 -7%
1IA
1790
1834 Investment Advisors
Wisconsin
$2.27M +$49.5K +121 +2%
OAM
1791
Occidental Asset Management
California
$2.26M -$395K -965 -15%
OHWP
1792
Oak Harbor Wealth Partners
North Carolina
$2.25M -$107K -262 -5%
RC
1793
Rovin Capital
Arizona
$2.24M -$32.8K -80 -1%
IWMA
1794
Ironwood Wealth Management (Arizona)
Arizona
$2.24M -$73.3K -179 -3%
MGWM
1795
Marks Group Wealth Management
Minnesota
$2.23M +$147K +360 +7%
SIG
1796
Sky Investment Group
Connecticut
$2.23M -$2.06M -5,388 Closed
TW
1797
Towerpoint Wealth
California
$2.23M -$3.68K -9 -0.2%
PC
1798
Permanens Capital
New York
$2.23M -$800K -1,954 -26%
IDA
1799
Intelligence Driven Advisers
California
$2.23M +$565K +1,385 +34%
RSVP
1800
Ramsay Stattman Vela & Price
Colorado
$2.22M -$43K -105 -2%