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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 %
YWS
2451
Yarger Wealth Strategies
Ohio
$776K -$104K -254 -12%
IAS
2452
IMA Advisory Services
Colorado
$775K
LCGC
2453
Legacy Capital Group California
California
$773K +$773K +1,888 New
WRPWM
2454
Werba Rubin Papier Wealth Management
California
$772K +$2.47K +6 +0.3%
CGH
2455
Crossmark Global Holdings
Texas
$771K -$4.22M -10,323 -85%
FA
2456
Fountainhead AM
New Jersey
$770K +$214K +523 +39%
MSA
2457
Marino Stram & Associates
Massachusetts
$769K -$195K -476 -20%
ORC
2458
O'Rourke & Company
Massachusetts
$768K -$107K -261 -12%
EPP
2459
ETF Portfolio Partners
Kansas
$768K +$38.9K +95 +5%
GWCM
2460
Godshalk Welsh Capital Management
Pennsylvania
$768K
ETS
2461
ESL Trust Services
New York
$766K -$3.28K -8 -0.4%
TPM
2462
Triasima Portfolio Management
Quebec, Canada
$764K
EFMH
2463
E Fund Management (HK)
Hong Kong
$763K +$763K +1,863 New
EFM
2464
E Fund Management
China
$763K +$763K +1,863 New
FCM
2465
Fourpath Capital Management
Oklahoma
$762K -$6.14K -15 -0.8%
MAM
2466
Meeder Asset Management
Ohio
$762K
ACM
2467
Alamar Capital Management
California
$761K -$92.1K -225 -11%
SWK
2468
Stephen W. Kidder
$757K
CTA
2469
Colonial Trust Advisors
South Carolina
$757K -$21.7K -53 -3%
WPWM
2470
Western Pacific Wealth Management
Illinois
$757K +$517K +1,262 +215%
VIM
2471
Vista Investment Management
Pennsylvania
$755K
SFS
2472
Strategic Financial Services
New York
$754K -$23.3K -57 -3%
WBCM
2473
Wilson & Boucher Capital Management
California
$754K -$17.2K -42 -2%
WWM
2474
Windsor Wealth Management
Indiana
$751K -$81.5K -199 -10%
BCM
2475
Bourgeon Capital Management
Connecticut
$751K