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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 %
PWAG
1926
Polaris Wealth Advisory Group
California
$1.83M +$409 +1 +0%
PCM
1927
Palouse Capital Management
Washington
$1.83M -$209K -510 -10%
EK
1928
Evensky & Katz
Florida
$1.83M -$43.4K -106 -2%
CCB
1929
Cutter & Co Brokerage
Missouri
$1.83M -$19.2K -47 -1%
CPC
1930
Consolidated Planning Corp
Georgia
$1.83M -$152K -371 -8%
PAM
1931
Peninsula Asset Management
Florida
$1.82M -$160K -390 -8%
PMAM
1932
Picton Mahoney Asset Management
Ontario, Canada
$1.82M -$217K -530 -11%
KOC
1933
Koss-Olinger Consulting
Florida
$1.82M
SMDAM
1934
Sumitomo Mitsui DS Asset Management
Japan
$1.82M +$1.02M +2,501 +129%
TAM
1935
Trillium Asset Management
Massachusetts
$1.81M -$363K -872 -17%
BC
1936
Barrett & Company
Rhode Island
$1.81M -$34K -83 -2%
MA
1937
Modus Advisors
Minnesota
$1.81M -$120K -294 -6%
AWM
1938
Affinity Wealth Management
Delaware
$1.8M
BSB
1939
Bangor Savings Bank
Maine
$1.8M -$5.73K -14 -0.3%
PP
1940
Paloma Partners
Connecticut
$1.79M -$9.92M -24,238 -85%
BBL
1941
Beck Bode LLC
Massachusetts
$1.79M -$213K -521 -11%
WCG
1942
Weaver Consulting Group
California
$1.79M -$78.6K -192 -4%
FAAM
1943
First Ascent Asset Management
Colorado
$1.78M +$303K +739 +20%
HG
1944
Herbst Group
Connecticut
$1.78M +$115K +281 +7%
AFG
1945
ABLE Financial Group
Arizona
$1.77M +$1.77M +4,322 New
FWI
1946
Facet Wealth Inc
Maryland
$1.77M -$13.5K -33 -0.8%
LSA
1947
Lion Street Advisors
Texas
$1.76M +$1.45M +3,551 +477%
BSI
1948
Bennett Selby Investments
Maine
$1.76M +$16K +39 +0.9%
WIC
1949
Woodmont Investment Counsel
Tennessee
$1.76M +$43.8K +107 +3%
WCM
1950
Wunderlich Capital Managemnt
Tennessee
$1.76M +$33.2K +81 +2%