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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 %
RW
2776
RVW Wealth
California
$437K +$43.2K +113 +11%
MWP
2777
Meredith Wealth Planning
Illinois
$436K +$436K +1,139 New
JIM
2778
JCP Investment Management
Texas
$434K
AC
2779
Addison Capital
Pennsylvania
$434K
TC
2780
Truvestments Capital
Florida
$434K -$3.06K -8 -0.7%
BWL
2781
Bogart Wealth LLC
Virginia
$433K -$35.6K -93 -8%
IWA
2782
IVC Wealth Advisors
Pennsylvania
$433K
WSCM
2783
Wellington Shields Capital Management
New York
$433K -$57.4K -150 -12%
KIM
2784
Karpus Investment Management
New York
$432K -$68.8K -180 -14%
FNFDCM
2785
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$431K
GB
2786
Goepper Burkhardt
South Carolina
$431K -$261K -682 -38%
NCM
2787
Narwhal Capital Management
Georgia
$430K
OWM
2788
Opes Wealth Management
California
$429K
MAG
2789
MRA Advisory Group
New Jersey
$428K +$6.88K +18 +2%
AWM
2790
AAF Wealth Management
Massachusetts
$428K -$15.7K -41 -4%
LAIC
2791
Lederer & Associates Investment Counsel
California
$428K
JA
2792
JVL Associates
Michigan
$427K -$207K -540 -33%
LWCA
2793
Locust Wood Capital Advisers
New York
$427K +$427K +1,116 New
EWM
2794
Elmwood Wealth Management
California
$427K +$57.7K +151 +16%
Mitsubishi UFJ Trust & Banking
2795
Mitsubishi UFJ Trust & Banking
Japan
$426K -$279K -729 -40%
KBFS
2796
Kohmann Bosshard Financial Services
Ohio
$425K
SIA
2797
Sage Investment Advisers
New York
$425K
QWM
2798
QP Wealth Management
New Jersey
$425K +$425K +1,111 New
MAM
2799
Marotta Asset Management
Virginia
$424K -$118K -309 -22%
MWM
2800
Massachusetts Wealth Management
Massachusetts
$423K +$423K +1,040 New