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SPDR S&P 500 ETF Trust

3,079 hedge funds and large institutions have $205B invested in SPDR S&P 500 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,285 increasing their positions, 1,248 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,079
Holders Change
-40
Holders Change %
-1.28%
% of All Funds
52.06%
Holding in Top 10
848
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-5.78%
% of All Funds
14.34%
New
183
Increased
1,285
Reduced
1,248
Closed
185
Calls
$172B
Puts
$285B
Net Calls
-$113B
Net Calls Change
+$139B
Name Holding Trade Value Shares
Change
Shares
Change %
OC
551
Oppenheimer & Co
New York
$23.6M -$7.02M -18,597 -23%
MWM
552
MTC Wealth Management
Florida
$23.6M -$2.94M -7,787 -11%
IA
553
IFP Advisors
Florida
$23.4M
JGIA
554
Jackson Grant Investment Advisers
Connecticut
$23.3M -$376K -997 -2%
CTA
555
Chesley Taft & Associates
Illinois
$23.3M -$152K -404 -0.7%
NSIM
556
North Star Investment Management
Illinois
$23.2M -$35.5K -94 -0.2%
4FG
557
4Thought Financial Group
New York
$23.1M +$2.05M +5,438 +10%
PWMAG
558
Pinnacle Wealth Management Advisory Group
New Jersey
$23M -$229K -608 -1%
PWM
559
Perigon Wealth Management
California
$23M +$2.2M +5,838 +11%
WCM
560
Washburn Capital Management
Florida
$23M -$844K -2,236 -4%
RWP
561
RWA Wealth Partners
Massachusetts
$22.9M -$177K -470 -0.8%
RFP
562
Roth Financial Partners
Texas
$22.9M +$918K +2,432 +4%
VWA
563
V Wealth Advisors
Kansas
$22.8M -$539K -1,430 -2%
S
564
SignatureFD
Georgia
$22.7M -$1.04M -2,753 -4%
IIA
565
IPG Investment Advisors
California
$22.7M +$522K +1,378 +2%
MWM
566
Minot Wealth Management
Massachusetts
$22.6M +$1.05M +2,793 +5%
NL
567
NEPC LLC
Massachusetts
$22.4M +$9.51M +25,200 +74%
Allspring Global Investments
568
Allspring Global Investments
North Carolina
$22.3M +$1.7M +4,512 +8%
CWM
569
Calamos Wealth Management
Illinois
$22.2M +$2.85M +7,546 +15%
BSWA
570
Bromfield Sneider Wealth Advisors
Massachusetts
$22.2M -$212K -561 -0.9%
ABC
571
Associated Banc-Corp
Wisconsin
$22M +$391K +1,037 +2%
RIA
572
Realta Investment Advisors
Delaware
$21.9M +$222K +582 +1%
STA
573
Summit Trail Advisors
New York
$21.8M -$7.18M -18,951 -25%
KTM
574
Keeler Thomas Management
Utah
$21.8M +$21.8M +59,261 New
HCM
575
Howland Capital Management
Massachusetts
$21.3M +$2.59M +6,848 +14%