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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 %
WS
651
Wedbush Securities
California
$18.5M +$1.2M +3,130 +7%
B
652
Bailard
California
$18.4M -$218K -569 -1%
KWM
653
Keebeck Wealth Management
Illinois
$18.4M +$41.1K +107 +0.2%
OPCM
654
Osborne Partners Capital Management
California
$18.4M +$13.7M +35,751 +292%
ATC
655
Adirondack Trust Company
New York
$18.3M +$39.4K +103 +0.2%
BA
656
Bristlecone Advisors
Washington
$18.3M -$1.21M -3,168 -6%
AFG
657
Affinia Financial Group
Massachusetts
$18.3M -$946K -2,422 -5%
FNC
658
First National Corp
Massachusetts
$18.2M +$2.43M +6,343 +15%
CA
659
Cornerstone Advisors
North Carolina
$18.2M
SMC
660
Smith, Moore & Co
Missouri
$18.2M +$51.6K +135 +0.3%
BCV
661
Banque Cantonale Vaudoise
Switzerland
$18.1M +$13.4K +35 +0.1%
RCA
662
Resonant Capital Advisors
Wisconsin
$18.1M +$9.26M +24,098 +105%
CFO
663
Callan Family Office
Pennsylvania
$18M +$18M +47,174 New
BIAS
664
Beacon Investment Advisory Services
New Jersey
$18M -$12.2M -31,789 -40%
OC
665
Oakworth Capital
Alabama
$18M +$4.07M +10,647 +29%
BWAM
666
Boyd Watterson Asset Management
Ohio
$18M
WFO
667
Wealthgate Family Office
Colorado
$18M -$72.3K -189 -0.4%
ODG
668
O'Dell Group
Ohio
$17.9M +$29.4K +77 +0.2%
EAM
669
Eagle Asset Management
Florida
$17.9M +$17.9M +47,104 New
RFS
670
Retirement Financial Solutions
Tennessee
$17.9M +$17.9M +46,832 New
CCM
671
Chilton Capital Management
Texas
$17.7M +$957K +2,503 +6%
DWT
672
Dorsey & Whitney Trust
South Dakota
$17.7M +$791K +2,068 +5%
TSW
673
Thompson Siegel & Walmsley
Virginia
$17.7M -$347K -907 -2%
MHWM
674
Montz Harcus Wealth Management
Louisiana
$17.6M +$289K +756 +2%
FEM
675
Fulcrum Equity Management
Texas
$17.6M -$426K -1,115 -2%