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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 %
LNWTC
2101
Laird Norton Wetherby Trust Company
Washington
$1.38M -$39K -95 -3%
AFS
2102
Annapolis Financial Services
Maryland
$1.38M +$16K +39 +1%
OWA
2103
Opal Wealth Advisors
New York
$1.38M +$34K +83 +3%
NWMG
2104
National Wealth Management Group
Ohio
$1.37M -$285K -692 -17%
AG
2105
Ascent Group
Virginia
$1.37M +$11.5K +28 +0.8%
HA
2106
HC Advisors
Georgia
$1.37M +$1.23K +3 +0.1%
MCM
2107
Maple Capital Management
Vermont
$1.37M +$37.3K +91 +3%
HNWA
2108
Henrickson Nauta Wealth Advisors
Michigan
$1.37M +$409 +1 +0%
RWI
2109
Red Wave Investments
Pennsylvania
$1.37M +$10.6K +26 +0.8%
EWM
2110
Endurance Wealth Management
Rhode Island
$1.36M -$176K -431 -11%
FAM
2111
Family Asset Management
South Carolina
$1.36M -$14.3K -35 -1%
3F
2112
360 Financial
Minnesota
$1.36M -$205K -502 -13%
BL
2113
Balentine LLC
Georgia
$1.36M +$119K +291 +10%
SC
2114
Sinecera Capital
Texas
$1.35M
CFA
2115
Compass Financial Advisors
Indiana
$1.35M +$2.05K +5 +0.2%
TFM
2116
TFC Financial Management
Massachusetts
$1.35M +$706K +1,725 +109%
GAMC
2117
Garner Asset Management Corp
Texas
$1.35M +$73.7K +180 +6%
BFA
2118
Bill Few Associates
Pennsylvania
$1.35M
SFC
2119
Strategic Financial Concepts
Texas
$1.35M +$1.35M +3,288 New
JCM
2120
Janney Capital Management
Pennsylvania
$1.35M -$27.6M -67,317 -95%
VCM
2121
Violich Capital Management
California
$1.34M
SAM
2122
SignalPoint Asset Management
Missouri
$1.34M +$47.9K +117 +4%
WMG
2123
WESCAP Management Group
California
$1.34M -$168K -411 -11%
FCIM
2124
Fairview Capital Investment Management
California
$1.34M -$237K -578 -15%
KCM
2125
Kornitzer Capital Management
Kansas
$1.34M