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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 %
FWM
2726
FSA Wealth Management
Massachusetts
$494K +$25.6K +67 +5%
RCM
2727
Rain Capital Management
Oregon
$494K -$210K -549 -30%
ZAM
2728
Zevin Asset Management
Massachusetts
$493K -$124K -325 -20%
RF
2729
Resolute Financial
Massachusetts
$493K +$11.9K +31 +2%
PWA
2730
Physician Wealth Advisors
Utah
$492K -$6.4K -16 -1%
RCG
2731
Regatta Capital Group
California
$489K -$69.6K -182 -12%
MRCM
2732
M&R Capital Management
New Jersey
$489K +$158K +412 +48%
SXL
2733
Summit X LLC
Missouri
$489K -$68.7K -182 -12%
WFAG
2734
Wescott Financial Advisory Group
Pennsylvania
$488K -$9.94K -26 -2%
MWA
2735
Miller Wealth Advisors
Colorado
$488K +$245K +645 +101%
IAG
2736
Investment Advisory Group
Massachusetts
$487K +$24.5K +64 +5%
IIM
2737
Ipswich Investment Management
Massachusetts
$483K
AIM
2738
AHL Investment Management
Florida
$479K
SL
2739
SWMG LLC
Texas
$479K -$519K -1,356 -52%
CCM
2740
Crabel Capital Management
California
$478K -$424K -1,108 -47%
OBWP
2741
O'Brien Wealth Partners
Massachusetts
$475K +$170K +444 +56%
TIA
2742
Tiemann Investment Advisors
California
$473K
SIG
2743
Spinnaker Investment Group
California
$473K +$382 +1 +0.1%
KAM
2744
KEB Asset Management
Illinois
$472K
HBWM
2745
Hollow Brook Wealth Management
New York
$468K +$468K +1,218 New
CIG
2746
Cascade Investment Group
Colorado
$467K +$467K +1,220 New
TI
2747
TTP Investments
California
$465K -$20.3K -53 -4%
FWA
2748
FSM Wealth Advisors
Ohio
$465K +$25.2K +66 +6%
GFWA
2749
Grey Fox Wealth Advisors
Delaware
$464K +$464K +1,213 New
HHGA
2750
Halbert Hargrove Global Advisors
California
$462K -$111K -291 -19%