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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 %
OWM
426
Olympus Wealth Management
Utah
$36.4M -$24.4M -63,773 -40%
AWS
427
AJ Wealth Strategies
New York
$36.3M +$4.5M +11,760 +14%
GT
428
Greenleaf Trust
Michigan
$36.3M +$4.96M +12,971 +16%
MFG
429
Merit Financial Group
Georgia
$36.1M +$17.9M +46,858 +98%
WW
430
Westshore Wealth
California
$35.8M +$1.26M +3,303 +4%
IAN
431
Integrated Advisors Network
Texas
$35.8M +$1.14M +2,981 +3%
GL
432
Graypoint LLC
New York
$35.7M -$797K -2,085 -2%
WA
433
WestEnd Advisors
North Carolina
$35.5M +$3.65M +9,547 +11%
NHC
434
Nicholas Hoffman & Company
Georgia
$35.3M +$2.52M +6,600 +8%
WJWM
435
Williams Jones Wealth Management
New York
$35.2M -$13.7M -35,778 -28%
IWA
436
Intercontinental Wealth Advisors
Texas
$35.1M +$4.06M +10,620 +13%
PWLP
437
Prio Wealth Limited Partnership
Massachusetts
$34.8M -$525K -1,373 -1%
SFG
438
SNS Financial Group
Minnesota
$34.7M +$224K +584 +0.7%
COPPSERS
439
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$34.6M +$18.8M +49,100 +119%
EML
440
Eos Management LP
New York
$34.4M
APW
441
Atlantic Private Wealth
North Carolina
$34.2M -$1.12M -2,920 -3%
FF
442
Fluent Financial
Texas
$34.1M -$1.84M -4,823 -5%
Luther King Capital Management (LKCM)
443
Luther King Capital Management (LKCM)
Texas
$34.1M +$19.9M +52,068 +141%
CWG
444
Cornerstone Wealth Group
North Carolina
$33.9M +$2.8M +7,321 +9%
TFA
445
Trinity Financial Advisors
Ohio
$33.8M -$161K -420 -0.5%
OLVIG
446
Oliver Lagore Vanvalin Investment Group
Michigan
$33.6M +$16.6M +43,468 +98%
ACM
447
Advisors Capital Management
New Jersey
$33.6M +$19.1M +49,917 +131%
MCCA
448
Mill Creek Capital Advisors
Pennsylvania
$33.4M +$33.4M +87,336 New
Schroder Investment Management Group
449
Schroder Investment Management Group
United Kingdom
$33.3M -$6.54M -17,093 -16%
GWM
450
Geneos Wealth Management
Colorado
$33.2M -$5.85M -15,307 -15%