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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 %
WLIM
1976
White Lighthouse Investment Management
Massachusetts
$1.68M -$179K -438 -10%
QPW
1977
Quantum Private Wealth
Florida
$1.68M +$31.1K +76 +2%
GP
1978
Girard Partners
Pennsylvania
$1.67M -$67.6K -165 -4%
OWA
1979
Octavia Wealth Advisors
Ohio
$1.66M -$118K -286 -7%
CWM
1980
Centurion Wealth Management
Virginia
$1.66M +$263K +642 +19%
CCM
1981
Canal Capital Management
Virginia
$1.66M +$186K +454 +13%
CWM
1982
CCG Wealth Management
California
$1.66M -$210K -513 -11%
NYLIM
1983
New York Life Investment Management
New York
$1.66M +$169K +412 +11%
PTC
1984
Philadelphia Trust Company
Pennsylvania
$1.65M -$38.9K -95 -2%
VAM
1985
Verity Asset Management
North Carolina
$1.65M -$253K -617 -13%
SGCA
1986
Steel Grove Capital Advisors
Tennessee
$1.65M +$39.7K +97 +2%
SIC
1987
Sterling Investment Counsel
New York
$1.65M -$922K -2,252 -36%
FAT
1988
First American Trust
California
$1.64M +$82.3K +201 +5%
GD
1989
Grandfield & Dodd
New York
$1.63M -$164K -400 -9%
OA
1990
Oxbow Advisors
Texas
$1.63M -$45K -110 -3%
WA
1991
Wambolt & Associates
Colorado
$1.63M -$70.3K -171 -4%
HL
1992
HeadInvest LLC
Maine
$1.63M -$5.73K -14 -0.3%
NAG
1993
Northstar Advisory Group
New Jersey
$1.63M -$298K -728 -15%
AFGAS
1994
Allegiance Financial Group Advisory Services
Virginia
$1.63M +$819 +2 +0.1%
LFA
1995
LGT Financial Advisors
Texas
$1.63M +$6.14K +15 +0.4%
WIM
1996
Westside Investment Management
California
$1.63M +$40.5K +99 +3%
TFA
1997
Teamwork Financial Advisors
Texas
$1.62M -$1.69M -4,125 -51%
RIA
1998
Retirement Investment Advisors
Oklahoma
$1.62M +$812K +1,983 +100%
FCFC
1999
First Commonwealth Financial Corp
Pennsylvania
$1.62M -$2.05K -5 -0.1%
NG
2000
Northstar Group
New York
$1.62M +$227K +554 +16%