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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 %
AF
2326
Alerus Financial
North Dakota
$938K -$102K -249 -10%
VIA
2327
Vident Investment Advisory
Georgia
$933K +$933K +2,279 New
SFM
2328
Stack Financial Management
Montana
$931K -$242K -591 -21%
NAMM
2329
NorthStar Asset Management (Massachusetts)
Massachusetts
$930K -$159K -388 -15%
PL
2330
Parthenon LLC
Kentucky
$930K
4WM
2331
4J Wealth Management
Virginia
$930K
ML
2332
Mayport LLC
Massachusetts
$929K +$12.3K +30 +1%
EIM
2333
Essex Investment Management
Massachusetts
$929K -$2.72M -6,653 -75%
E
2334
ETFidea
New York
$929K +$32.3K +79 +4%
LWMG
2335
Levy Wealth Management Group
Pennsylvania
$928K -$43.8K -107 -5%
BMA
2336
Brooks Moore & Associates
Tennessee
$927K -$40.9K -100 -4%
TAM
2337
Townsend Asset Management
North Carolina
$926K +$12.3K +30 +1%
SWM
2338
Sugarloaf Wealth Management
Georgia
$922K -$6.14K -15 -0.7%
CWA
2339
Consilium Wealth Advisory
Texas
$920K -$3.28K -8 -0.4%
MSR
2340
Main Street Research
Connecticut
$920K +$268K +653 +41%
AWA
2341
Artemis Wealth Advisors
New York
$915K +$2.05K +5 +0.2%
VIA
2342
Vickerman Investment Advisors
Washington
$914K -$8.6K -21 -0.9%
AWM
2343
Arista Wealth Management
Nevada
$910K +$33.2K +81 +4%
MW
2344
Marcum Wealth
Ohio
$909K -$4.26M -10,406 -82%
AIA
2345
Armor Investment Advisors
North Carolina
$908K -$4.5K -11 -0.5%
HI
2346
Horizon Investments
North Carolina
$902K -$84.7K -207 -9%
VCS
2347
Vaughan & Co Securities
New Jersey
$899K
WFAG
2348
Worth Financial Advisory Group
North Carolina
$899K +$229K +560 +34%
LCOV
2349
London Company of Virginia
Virginia
$896K -$2.4M -5,850 -73%
LRIC
2350
Long Road Investment Counsel
Michigan
$896K -$12.3K -30 -1%