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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 %
OBWG
2251
Onyx Bridge Wealth Group
New York
$1.09M -$33.2K -81 -3%
DIA
2252
Dana Investment Advisors
Wisconsin
$1.08M +$2.87K +7 +0.3%
OPA
2253
Old Port Advisors
Maine
$1.08M -$356K -868 -25%
P
2254
&Partners
Tennessee
$1.08M
LRPA
2255
L. Roy Papp & Associates
Arizona
$1.08M
CWA
2256
Core Wealth Advisors
Florida
$1.07M -$23.3K -57 -2%
CIC
2257
Cutler Investment Counsel
Oregon
$1.07M -$128K -311 -11%
AWA
2258
Acorn Wealth Advisors
Michigan
$1.06M -$6.14K -15 -0.6%
MC
2259
Miramar Capital
Illinois
$1.06M +$16.8K +41 +2%
SHFA
2260
SS&H Financial Advisors
Michigan
$1.06M
FC
2261
Forte Capital
New York
$1.05M -$10.6K -26 -1%
RA
2262
Riverstone Advisors
Texas
$1.05M +$819 +2 +0.1%
LRIA
2263
Leonard Rickey Investment Advisors
Washington
$1.05M -$34.8K -85 -3%
SAMC
2264
Spectrum Asset Management (California)
California
$1.05M -$119K -290 -10%
CSWM
2265
Cassady Schiller Wealth Management
Ohio
$1.05M +$1.23K +3 +0.1%
OHIS
2266
Oak Harvest Investment Services
Texas
$1.05M -$86.4K -211 -8%
AAP
2267
Arax Advisory Partners
Colorado
$1.04M -$2.87K -7 -0.3%
CWM
2268
Chemistry Wealth Management
New York
$1.04M +$54K +132 +5%
CWA
2269
Consilio Wealth Advisors
Washington
$1.04M -$138K -336 -12%
CWMU
2270
Caliber Wealth Management (Utah)
Utah
$1.04M -$12.3M -30,029 -92%
FSCM
2271
Front Street Capital Management
Montana
$1.03M +$247K +1,003 +32%
FGA
2272
Fortis Group Advisors
New Jersey
$1.03M +$1.03M +2,481 New
CWM
2273
Castle Wealth Management
Florida
$1.03M +$9.45K +23 +0.9%
NFP
2274
Narus Financial Partners
Utah
$1.03M +$2.05K +5 +0.2%
PCMC
2275
Private Capital Management (Colorado)
Colorado
$1.03M -$272K -665 -21%