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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 %
SPIO
526
Seven Post Investment Office
California
$25.9M +$854K +2,233 +3%
GFS
527
GYL Financial Synergies
Connecticut
$25.7M -$2M -5,233 -7%
TCA
528
Taconic Capital Advisors
New York
$25.7M +$25.7M +67,300 New
MPI
529
Mairs & Power Inc
Minnesota
$25.5M +$19M +49,596 +291%
WSFS
530
Wilmington Savings Fund Society
Delaware
$25.5M -$2.72M -7,110 -10%
BWM
531
BigSur Wealth Management
Florida
$25.3M -$757K -1,970 -3%
CHAM
532
Clear Harbor Asset Management
Connecticut
$25.3M +$440K +1,151 +2%
LAM
533
Lifestyle Asset Management
Texas
$25.3M +$25.3M +66,165 New
CL
534
Choreo LLC
Illinois
$25.3M -$696K -1,821 -3%
LC
535
Lindbrook Capital
California
$25.2M +$8.62M +22,546 +52%
WAS
536
Wealth Advisory Solutions
Indiana
$25.1M +$645K +1,686 +3%
KAH
537
Kathryn A. Hall
$25.1M
BA
538
Birinyi Associates
Connecticut
$25.1M -$1.18M -3,080 -4%
AIMCA
539
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.1M +$25.1M +65,530 New
MIA
540
MMBG Investment Advisors
Florida
$24.7M -$1.33M -3,482 -5%
RFP
541
Roth Financial Partners
Texas
$24.6M -$265K -694 -1%
IC
542
Inscription Capital
Texas
$24.6M +$18.7K +49 +0.1%
AFS
543
AFG Fiduciary Services
Massachusetts
$24.6M +$133K +349 +0.5%
CWM
544
Calamos Wealth Management
Illinois
$24.4M +$1.2M +3,127 +5%
RAG
545
RIA Advisory Group
Iowa
$24.4M +$24.4M +64,575 New
ANB
546
Amarillo National Bank
Texas
$24.4M -$441K -1,153 -2%
RWP
547
RWA Wealth Partners
Massachusetts
$24.4M +$256K +646 +1%
AWM
548
Axxcess Wealth Management
California
$24.3M +$14.2M +37,047 +140%
FFBTD
549
First Financial Bank - Trust Division
Ohio
$24.2M +$182K +477 +0.8%
PP
550
Pegasus Partners
Wisconsin
$24.2M +$4.51M +11,789 +23%