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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 %
TLFA
2701
True Link Financial Advisors
California
$519K
LI
2702
Lafayette Investments
Maryland
$515K
TF
2703
TimeScale Financial
Massachusetts
$515K
ICM
2704
Intrepid Capital Management
Florida
$514K -$108K -281 -17%
ATIA
2705
American Trust Investment Advisors
New Hampshire
$511K
AWG
2706
Altus Wealth Group
Colorado
$510K +$293K +767 +136%
DSAM
2707
Dock Street Asset Management
Florida
$509K
ACM
2708
Ategra Capital Management
Virginia
$507K -$224K -586 -31%
BAM
2709
Bellevue Asset Management
Washington
$507K +$69K +182 +16%
DAM
2710
Deltec Asset Management
New York
$507K
EFG
2711
Ethos Financial Group
Pennsylvania
$506K +$506K +1,307 New
OC
2712
Oarsman Capital
Wisconsin
$506K -$57.4K -150 -10%
AWMNH
2713
Arcadia Wealth Management (New Hampshire)
New Hampshire
$504K +$504K +1,317 New
SIC
2714
SJS Investment Consulting
Ohio
$504K -$4.21K -11 -0.8%
HG
2715
Harbor Group
New Hampshire
$503K +$1.15K +3 +0.2%
SNB
2716
Security National Bank
Nebraska
$503K
HFP
2717
Holistic Financial Partners
Indiana
$502K +$20.3K +53 +4%
CMBA
2718
C.M. Bidwell & Associates
Hawaii
$502K +$382 +1 +0.1%
FPIS
2719
Financial Planning & Information Services
Wisconsin
$501K
ACM
2720
Ardent Capital Management
Ohio
$501K +$501K +1,311 New
BBW
2721
Blue Barn Wealth
Utah
$499K +$166K +433 +50%
DOA
2722
D'Orazio & Associates
Virginia
$498K +$382 +1 +0.1%
ICM
2723
IMS Capital Management
Oregon
$498K +$12.2K +32 +3%
BMD
2724
Better Money Decisions
New Mexico
$496K -$33.6K -88 -6%
CPA
2725
Capital Performance Advisors
California
$495K +$495K +1,295 New