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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 %
GWA
1901
Geometric Wealth Advisors
District of Columbia
$1.94M +$8.25K +20 +0.4%
WCP
1902
Wick Capital Partners
Pennsylvania
$1.94M -$80.6K -197 -4%
PNAA
1903
Pictet North America Advisors
Switzerland
$1.94M +$190K +464 +11%
CCT
1904
Capital City Trust
Florida
$1.92M
BSA
1905
Bull Street Advisors
Georgia
$1.91M
ERWM
1906
Elk River Wealth Management
Colorado
$1.91M -$6.53M -15,891 -77%
SIA
1907
SeaBridge Investment Advisors
New Jersey
$1.91M
AWP
1908
Abacus Wealth Partners
California
$1.9M -$9.9K -24 -0.5%
NCM
1909
Northside Capital Management
Oregon
$1.9M +$819 +2 +0%
JIR
1910
James Investment Research
Ohio
$1.9M -$142K -346 -7%
BIG
1911
Builder Investment Group
Georgia
$1.89M -$1.74M -4,242 -48%
ERIC
1912
Eagle Rock Investment Company
Georgia
$1.89M +$233K +570 +14%
SWM
1913
Southern Wealth Management
Texas
$1.89M -$22.9K -56 -1%
BAMG
1914
Brand Asset Management Group
Missouri
$1.89M +$160K +391 +9%
AA
1915
AlphaQ Advisors
Florida
$1.88M -$132K -322 -7%
WI
1916
Wedgewood Investors
Pennsylvania
$1.86M +$89.7K +219 +5%
RLIM
1917
Red Lighthouse Investment Management
New York
$1.86M
CTB
1918
Country Trust Bank
Illinois
$1.86M -$37.3K -91 -2%
HIS
1919
Horizon Investment Services
Indiana
$1.86M -$65.5K -160 -3%
SHJ
1920
Sharkey, Howes & Javer
Colorado
$1.86M +$2.46K +6 +0.1%
BFA
1921
Beaumont Financial Advisors
Massachusetts
$1.85M -$534K -1,304 -22%
SIMM
1922
Stillwater Investment Management (Minnesota)
Minnesota
$1.85M +$7.78K +19 +0.4%
Nuveen Asset Management
1923
Nuveen Asset Management
Illinois
$1.84M -$3.46M -8,450 -65%
WF
1924
Warner Financial
Maryland
$1.84M +$7.37K +18 +0.4%
MFWP
1925
Mosaic Family Wealth Partners
Missouri
$1.84M -$348K -850 -16%