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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 %
CAM
1951
Claret Asset Management
Quebec, Canada
$1.75M -$88K -215 -5%
CCP
1952
Clarkston Capital Partners
Michigan
$1.75M +$92.9K +227 +6%
KPWG
1953
KFA Private Wealth Group
Virginia
$1.74M -$4.5K -11 -0.3%
VNA
1954
Valley National Advisers
Pennsylvania
$1.74M -$5.78K -14 -0.3%
NFSG
1955
Newbridge Financial Services Group
Florida
$1.73M +$245K +598 +16%
AMIM
1956
Aull & Monroe Investment Management
Alabama
$1.73M +$182K +445 +12%
AGM
1957
Alpine Global Management
New York
$1.73M +$1.73M +4,217 New
HWM
1958
Horizon Wealth Management
Illinois
$1.73M -$33.6K -82 -2%
LPT
1959
Legacy Private Trust
Wisconsin
$1.72M -$131K -321 -7%
RWA
1960
Roberts Wealth Advisors
California
$1.72M
TCM
1961
Tufton Capital Management
Maryland
$1.72M -$8.19K -20 -0.5%
RWIA
1962
Roger Wittlin Investment Advisory
California
$1.72M +$963K +2,353 +127%
OW
1963
Olistico Wealth
Oklahoma
$1.72M +$6.55K +16 +0.4%
PFT
1964
Providence First Trust
Arizona
$1.71M -$10.6K -26 -0.6%
TH
1965
Team Hewins
California
$1.71M -$126K -306 -7%
TWP
1966
Tempus Wealth Planning
California
$1.71M +$59K +144 +4%
CSB
1967
City State Bank
Iowa
$1.7M +$8.19K +20 +0.5%
ACP
1968
Aviance Capital Partners
Florida
$1.7M -$35.6K -87 -2%
HCA
1969
Horan Capital Advisors
Ohio
$1.7M
TWM
1970
TMD Wealth Management
Arizona
$1.69M -$409K -1,000 -19%
MCM
1971
Morton Capital Management
California
$1.69M -$4.5K -11 -0.3%
LJHT
1972
Laurie J. Hall Trustee
$1.69M +$818 +2 +0%
WAS
1973
Winch Advisory Services
Wisconsin
$1.69M -$101K -246 -6%
SCG
1974
Sonata Capital Group
Washington
$1.69M +$77.8K +190 +5%
NA
1975
Nottingham Advisors
New York
$1.68M -$23.7K -58 -1%