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SPDR S&P 500 ETF Trust

3,288 hedge funds and large institutions have $230B invested in SPDR S&P 500 ETF Trust in 2022 Q4 according to their latest regulatory filings, with 445 funds opening new positions, 1,309 increasing their positions, 1,163 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,288
Holders Change
+254
Holders Change %
+8.37%
% of All Funds
53.05%
Holding in Top 10
909
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+5.7%
% of All Funds
14.67%
New
445
Increased
1,309
Reduced
1,163
Closed
126
Calls
$192B
Puts
$319B
Net Calls
-$126B
Net Calls Change
-$1.36B
Name Holding Trade Value Shares
Change
Shares
Change %
SWK
2526
Stephen W. Kidder
$707K -$176K -460 -20%
LCM
2527
Liberty Capital Management
Michigan
$707K
DWM
2528
Darwin Wealth Management
Florida
$705K -$8.77K -22 -1%
RFG
2529
RFP Financial Group
Georgia
$705K +$705K +1,844 New
VIM
2530
Vista Investment Management
Pennsylvania
$705K -$22.2K -58 -3%
BCM
2531
Bourgeon Capital Management
Connecticut
$701K -$30.6K -80 -4%
BAM
2532
BOS Asset Management
Illinois
$699K +$699K +1,829 New
HFS
2533
Heritage Financial Services
Massachusetts
$697K +$34.8K +91 +5%
SFG
2534
Sather Financial Group
Texas
$694K
CWM
2535
Catalyst Wealth Management
Georgia
$693K +$693K +1,812 New
FF
2536
Francis Financial
$693K +$693K +1,811 New
BG
2537
Bellevue Group
Switzerland
$688K
HWA
2538
Heartwood Wealth Advisors
Virginia
$688K
WTFG
2539
Wells Trecaso Financial Group
Ohio
$687K
HT
2540
HighTower Trust
Texas
$686K -$131K -348 -16%
CWM
2541
Concentric Wealth Management
California
$684K +$3.44K +9 +0.5%
TWP
2542
Total Wealth Planning
Ohio
$683K -$71.5K -187 -9%
FPGT
2543
Financial Partners Group (Tennessee)
Tennessee
$681K +$681K +1,780 New
EPP
2544
ETF Portfolio Partners
Kansas
$681K +$37.5K +98 +6%
MTIC
2545
Missouri Trust & Investment Company
Missouri
$678K
RWM
2546
Ruedi Wealth Management
Illinois
$676K +$676K +1,767 New
FB
2547
First Bancorp
Maine
$675K -$1.91K -5 -0.3%
PFC
2548
Phocas Financial Corp
California
$675K
HWP
2549
Heritage Wealth Partners
Ohio
$673K +$673K +1,706 New
TCM
2550
Telos Capital Management
California
$672K +$144K +377 +27%