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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 %
BC
2926
Blackhill Capital
New Jersey
$171K
WSC
2927
Wellington Shields & Co
New York
$163K
OCM
2928
Osterweis Capital Management
California
$161K
RWM
2929
Rockwood Wealth Management
Pennsylvania
$160K -$2.14K -6 -1%
RA
2930
Rise Advisors
New York
$145K +$25.7K +72 +22%
SO
2931
STRS Ohio
Ohio
$144K -$670K -1,885 -82%
DWA
2932
Dougherty Wealth Advisers
Minnesota
$142K
IWP
2933
IAG Wealth Partners
Wisconsin
$141K -$13.2K -37 -9%
TJHA
2934
Thomas J. Herzfeld Advisors
Florida
$139K
LF
2935
Lee Financial
Texas
$134K -$8.91K -25 -6%
APW
2936
Axim Planning & Wealth
Ohio
$134K +$124K +347 +1,239%
SIM
2937
Sentry Investment Management
Wisconsin
$133K -$3.14M -8,772 -96%
DWP
2938
Destiny Wealth Partners
Florida
$132K
GG
2939
Gleason Group
Kentucky
$129K +$715 +2 +0.6%
CMP
2940
Coston McIsaac & Partners
Maine
$128K
FCG
2941
Financial Connections Group
California
$127K -$41.3K -116 -25%
CWM
2942
CarsonAllaria Wealth Management
Illinois
$127K +$4.99K +14 +4%
OCM
2943
Orion Capital Management
California
$126K
HWP
2944
Highline Wealth Partners
California
$124K +$124K +346 New
CWA
2945
Clearview Wealth Advisors
Oregon
$122K +$10.7K +30 +10%
ECM
2946
Elgethun Capital Management
South Dakota
$121K -$82.1K -230 -40%
WPWM
2947
Western Pacific Wealth Management
Illinois
$120K -$253K -708 -68%
CAM
2948
Chandler Asset Management
California
$120K +$120K +337 New
JAM
2949
JCIC Asset Management
Ontario, Canada
$118K
FA
2950
Financial Avengers
California
$116K -$8.92K -25 -7%