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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 %
IA
526
IFP Advisors
Florida
$24.1M +$1.01M +5,087 +4%
HIIFS
527
Harel Insurance Investments & Financial Services
Israel
$23.7M +$5.72M +15,907 +32%
MWM
528
Meridian Wealth Management
Kentucky
$23.6M +$682K +1,909 +3%
AGA
529
Accuvest Global Advisors
Utah
$23.5M +$12.8M +35,741 +119%
SB
530
Sunflower Bank
Texas
$23.5M -$4.08M -11,426 -15%
KAH
531
Kathryn A. Hall
$23.4M
JGC
532
J. Goldman & Co
New York
$23.4M -$10.7M -29,949 -31%
SPIO
533
Seven Post Investment Office
California
$23.4M -$289K -810 -1%
CCM
534
Condor Capital Management
New Jersey
$23.4M -$471K -1,318 -2%
OC
535
Oppenheimer & Co
New York
$23.3M +$908K +2,541 +4%
RFP
536
Roth Financial Partners
Texas
$23.2M +$1.54M +4,306 +7%
ANB
537
Amarillo National Bank
Texas
$23.2M -$329K -921 -1%
CHAM
538
Clear Harbor Asset Management
Connecticut
$23.2M +$8.57K +24 +0%
DBIA
539
Dumont & Blake Investment Advisors
New Jersey
$23M -$33.6K -94 -0.1%
SCM
540
Stevens Capital Management
Pennsylvania
$23M +$9.43M +26,400 +69%
FWTB
541
First Western Trust Bank
Colorado
$23M +$415K +1,163 +2%
IC
542
Inscription Capital
Texas
$22.9M +$36.1K +101 +0.2%
CC
543
Cypress Capital
Tennessee
$22.9M -$10.6M -29,744 -32%
FRA
544
Frank Rimerman Advisors
California
$22.9M +$106K +297 +0.5%
AL
545
Aspiriant LLC
California
$22.9M -$531K -1,486 -2%
RWA
546
Redhawk Wealth Advisors
Minnesota
$22.9M -$322K -902 -1%
WAS
547
Wealth Advisory Solutions
Indiana
$22.9M -$1.77M -4,953 -7%
AFS
548
AFG Fiduciary Services
Massachusetts
$22.8M +$134K +374 +0.6%
MPW
549
MGO Private Wealth
California
$22.8M +$22.8M +63,909 New
Kovitz Investment Group Partners
550
Kovitz Investment Group Partners
Illinois
$22.8M -$28.8M -80,734 -56%