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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 %
STA
476
Summit Trail Advisors
New York
$30.6M +$8.35M +21,742 +38%
FIA
477
Foundations Investment Advisors
Arizona
$30.3M +$1.91M +4,982 +7%
BFO
478
Boston Family Office
Massachusetts
$30.3M +$120K +314 +0.4%
CIA
479
Choate Investment Advisors
Massachusetts
$30.2M +$4.3M +11,251 +17%
ASN
480
Advisory Services Network
Georgia
$30.2M +$3.74M +9,779 +14%
ASC
481
Atalanta Sosnoff Capital
New York
$30.2M -$3.16M -8,262 -9%
Victory Capital Management
482
Victory Capital Management
Texas
$30.1M +$186K +487 +0.6%
KCM
483
Kennicott Capital Management
California
$30.1M +$17.1M +44,802 +132%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1M -$864K -2,259 -3%
AAM
485
American Asset Management
Florida
$29.9M -$922K -2,412 -3%
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$29.6M -$274K -716 -0.9%
ATC
487
Argent Trust Co
Tennessee
$29.6M +$211K +552 +0.7%
YWP
488
YorkBridge Wealth Partners
New York
$29.4M +$365K +955 +1%
Amundi
489
Amundi
France
$29.4M -$2.46M -6,213 -8%
VWA
490
V Wealth Advisors
Kansas
$29.2M +$6.29M +16,449 +27%
MG
491
Meritage Group
California
$29.1M +$10.5M +27,337 +56%
CAG
492
Crestwood Advisors Group
Massachusetts
$29M -$527K -1,378 -2%
OC
493
Oppenheimer & Co
New York
$29M +$4.09M +10,700 +16%
IA
494
IFG Advisory
Georgia
$29M -$21M -55,018 -42%
PR
495
Payden & Rygel
California
$28.8M -$88K -230 -0.3%
CGPCS
496
Capital Group Private Client Services
California
$28.7M +$18.7M +49,010 +189%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$28.6M -$1.7M -4,442 -6%
SFG
498
StrategIQ Financial Group
Indiana
$28.6M +$1.06M +2,770 +4%
VFPI
499
Vantage Financial Partners (Illinois)
Illinois
$28.4M +$512K +1,340 +2%
NC
500
NewSquare Capital
Pennsylvania
$28.4M -$1.47M -3,856 -5%