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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 %
PP
601
Pegasus Partners
Wisconsin
$18.4M -$158K -441 -0.8%
AFS
602
Aft Forsyth & Sober
Florida
$18.4M
BWP
603
BSW Wealth Partners
Colorado
$18.3M +$390K +1,092 +2%
BA
604
Bristlecone Advisors
Washington
$18.3M +$893K +2,501 +5%
GIM
605
Goelzer Investment Management
Indiana
$18.2M -$71.8K -201 -0.4%
CGL
606
Clarius Group LLC
Washington
$18M +$1.32M +3,696 +8%
ACA
607
Aptus Capital Advisors
Alabama
$18M +$17.2M +47,946 +2,245%
CA
608
Clearstead Advisors
Ohio
$17.9M +$4.25M +11,909 +31%
AWM
609
Aprio Wealth Management
Georgia
$17.9M +$1.26M +3,527 +8%
UM
610
Ulysses Management
New York
$17.9M +$17.9M +50,000 New
M
611
Murchinson
Ontario, Canada
$17.9M +$17.9M +50,000 New
BJL
612
Brighton Jones LLC
Washington
$17.8M +$146K +410 +0.8%
KWMG
613
King Wealth Management Group
Florida
$17.8M +$37.5K +105 +0.2%
SWIG
614
Strategic Wealth Investment Group
Kentucky
$17.7M +$1.09M +3,041 +7%
SAS
615
Stelac Advisory Services
New York
$17.7M +$8.93K +25 +0.1%
CA
616
Claro Advisors
Massachusetts
$17.7M
ACM
617
Axel Capital Management
New York
$17.5M -$29.3M -82,000 -63%
AFG
618
Affinia Financial Group
Massachusetts
$17.5M -$916K -2,568 -5%
PAM
619
Palisade Asset Management
Minnesota
$17.5M -$306K -858 -2%
KA
620
Kerrisdale Advisers
Florida
$17.4M +$17.4M +48,832 New
MG
621
Meritage Group
California
$17.4M -$16M -44,877 -48%
B
622
Bailard
California
$17.4M -$533K -1,492 -3%
CI Investments Inc
623
CI Investments Inc
Ontario, Canada
$17.3M -$9.32M -26,089 -35%
AWM
624
Angeles Wealth Management
California
$17.2M +$2.04M +5,715 +13%
MWPCG
625
Measured Wealth Private Client Group
New Hampshire
$17.2M +$15.8M +44,225 +1,130%