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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 %
KFI
2651
Key Financial Inc
Pennsylvania
$560K
MCM
2652
McDonough Capital Management
Florida
$560K
TWA
2653
Trellis Wealth Advisors
California
$556K +$556K +1,455 New
SRC
2654
Shufro Rose & Co
New York
$556K +$27.5K +72 +5%
JSL
2655
JT Stratford LLC
Georgia
$556K +$556K +1,454 New
PWSG
2656
Pacific Wealth Strategies Group
California
$555K +$266K +695 +92%
FWM
2657
Fortress Wealth Management
California
$555K +$1.91K +5 +0.3%
LA
2658
Lindenwold Advisors
Pennsylvania
$555K
JJBC
2659
James J. Burns & Company
New York
$552K +$311K +813 +129%
WAG
2660
Wallace Advisory Group
California
$552K +$552K +1,443 New
SHA
2661
Seneca House Advisors
Virginia
$551K -$1.91K -5 -0.3%
FWP
2662
Falcon Wealth Planning
California
$549K -$555K -1,450 -50%
IAP
2663
Indie Asset Partners
Indiana
$548K -$9.56K -25 -2%
AIS
2664
AM Investment Strategies
Tennessee
$547K +$99.4K +260 +22%
AIA
2665
Affinity Investment Advisors
California
$546K +$546K +1,429 New
HWM
2666
HighMark Wealth Management
Minnesota
$546K -$63.9K -167 -10%
MIA
2667
MainStreet Investment Advisors
Illinois
$546K -$192K -501 -26%
NOI
2668
Newton One Investments
Delaware
$542K
CHP
2669
Cable Hill Partners
Oregon
$542K -$300K -779 -36%
SHWM
2670
Smith & Howard Wealth Management
Georgia
$539K -$1.17M -3,060 -68%
FWM
2671
Finer Wealth Management
Massachusetts
$537K +$6.5K +17 +1%
XSC
2672
X-Square Capital
Puerto Rico
$536K +$7.65K +20 +1%
PRWA
2673
Platte River Wealth Advisors
Colorado
$536K
TCMP
2674
Thrive Capital Management (Pennsylvania)
Pennsylvania
$535K +$24.9K +65 +5%
BWL
2675
Beacon Wealthcare LLC
North Carolina
$534K -$1.3M -3,412 -71%