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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 %
WP
2051
WealthShield Partners
North Carolina
$1.5M +$150K +365 +11%
JWS
2052
Juncture Wealth Strategies
Arizona
$1.49M +$1.01M +8,859 +206%
AWM
2053
Alterna Wealth Management
Texas
$1.49M -$2.22M -5,418 -60%
TCM
2054
Traynor Capital Management
Pennsylvania
$1.49M -$7.37K -18 -0.5%
SGI
2055
Summit Global Investments
Utah
$1.48M +$1.23K +3 +0.1%
XF
2056
XML Financial
Maryland
$1.47M -$18.5K -45 -1%
SL
2057
Sentry LLC
Tennessee
$1.47M +$1.47M +3,594 New
CDH
2058
Charles D. Hyman
$1.47M +$405K +989 +38%
SAM
2059
Synergy Asset Management
Washington
$1.47M -$16K -39 -1%
JPMIA
2060
J.P. Marvel Investment Advisors
Massachusetts
$1.47M
EWM
2061
Executive Wealth Management
Michigan
$1.47M +$409 +1 +0%
OAM
2062
Oberweis Asset Management
Illinois
$1.47M +$5.32K +13 +0.4%
AUB
2063
Atlantic Union Bankshares
Virginia
$1.47M
EP
2064
Eudaimonia Partners
Tennessee
$1.46M -$69.6K -170 -5%
YIH
2065
Y-Intercept (HK)
Hong Kong
$1.45M +$1.45M +3,552 New
SIP
2066
Stoneridge Investment Partners
Pennsylvania
$1.45M +$4.09K +10 +0.3%
GHA
2067
GW Henssler & Associates
Georgia
$1.45M -$364K -888 -20%
ODIJL
2068
One Day In July LLC
Vermont
$1.45M -$6.14K -15 -0.4%
SMWM
2069
Silvia McColl Wealth Management
California
$1.45M
PAIM
2070
Punch & Associates Investment Management
Minnesota
$1.45M
POIA
2071
Pin Oak Investment Advisors
Texas
$1.44M +$15.1K +37 +1%
LCM
2072
Logan Capital Management
Pennsylvania
$1.44M -$5.43M -13,269 -79%
MWM
2073
Merriman Wealth Management
Washington
$1.44M -$175K -426 -11%
CANC
2074
Culbertson A N & Co
Virginia
$1.44M -$8.19K -20 -0.6%
DWA
2075
Douglass Winthrop Advisors
New York
$1.44M -$771K -1,883 -35%