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SPDR S&P 500 ETF Trust

3,034 hedge funds and large institutions have $198B invested in SPDR S&P 500 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,314 increasing their positions, 1,166 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,034
Holders Change
-45
Holders Change %
-1.46%
% of All Funds
52.46%
Holding in Top 10
860
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.42%
% of All Funds
14.87%
New
142
Increased
1,314
Reduced
1,166
Closed
143
Calls
$196B
Puts
$321B
Net Calls
-$125B
Net Calls Change
-$12B
Name Holding Trade Value Shares
Change
Shares
Change %
AMR
2576
Asset Management Resources
Massachusetts
$440K -$2.14K -6 -0.5%
SIG
2577
Spinnaker Investment Group
California
$440K
BWL
2578
Bogart Wealth LLC
Virginia
$438K +$304K +852 +228%
FWM
2579
FSA Wealth Management
Massachusetts
$437K +$437K +1,224 New
RI
2580
Rinkey Investments
California
$433K +$19.9K +50 +5%
IAG
2581
Investment Advisory Group
Massachusetts
$432K +$357 +1 +0.1%
FVWA
2582
Foster Victor Wealth Advisors
South Carolina
$432K +$2.99K +8 +0.7%
RPSA
2583
Richard P. Slaughter Associates
Texas
$429K +$14.6K +41 +4%
KAM
2584
Knightsbridge Asset Management
California
$428K
IFS
2585
Intelligent Financial Strategies
Minnesota
$426K
HCM
2586
Hall Capital Management
Rhode Island
$426K
WF
2587
WoodTrust Financial
Wisconsin
$424K
NF
2588
Norwood Financial
Pennsylvania
$424K +$714 +2 +0.2%
SG
2589
Stonnington Group
California
$423K -$444K -1,205 -51%
WP
2590
Wealthspan Partners
Iowa
$423K +$19.3K +54 +5%
WCWM
2591
Willow Creek Wealth Management
California
$421K
BAM
2592
Bellevue Asset Management
Washington
$421K +$1.46K +4 +0.3%
AIA
2593
Arbor Investment Advisors
North Carolina
$420K
CCM
2594
Cox Capital Management
Massachusetts
$418K
AIS
2595
AM Investment Strategies
Tennessee
$418K +$138K +386 +49%
AIP
2596
Ahrens Investment Partners
Louisiana
$416K -$512K -1,433 -55%
SFMG
2597
Sage Financial Management Group
Virginia
$416K
KFS
2598
Kurt F. Somerville
$415K +$222K +620 +115%
AWM
2599
AAF Wealth Management
Massachusetts
$414K -$45.3K -127 -10%
UAM
2600
Unison Asset Management
Florida
$414K +$414K +1,158 New