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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 %
LCM
701
LCM Capital Management
Illinois
$15M -$108K -286 -0.7%
SI
702
Scharf Investments
California
$15M -$2.71M -7,173 -15%
AWM
703
Apollon Wealth Management
South Carolina
$15M -$1.25M -3,311 -8%
BC
704
Brookfield Corp
Ontario, Canada
$14.9M +$14.9M +39,558 New
APS
705
American Planning Services
Florida
$14.9M -$724K -1,920 -5%
CCP
706
Corient Capital Partners
California
$14.9M +$2.31M +6,115 +18%
SAM
707
Securian Asset Management
Minnesota
$14.9M +$194K +515 +1%
RIA
708
Regal Investment Advisors
Michigan
$14.9M -$98.8K -262 -0.7%
Berkshire Hathaway
709
Berkshire Hathaway
Nebraska
$14.9M
MCM
710
Magnolia Capital Management
New York
$14.9M +$104K +275 +0.7%
GVAG
711
Great Valley Advisor Group
Delaware
$14.8M +$4.12M +10,928 +39%
WFA
712
Wellspring Financial Advisors
Ohio
$14.8M -$212K -561 -1%
CCA
713
Cobblestone Capital Advisors
New York
$14.7M -$2M -5,308 -12%
AFG
714
Albion Financial Group
Utah
$14.7M -$6.41K -17 -0%
TM
715
Tikvah Management
North Carolina
$14.7M
DC
716
Davenport & Co
Virginia
$14.7M +$4M +10,596 +37%
CWP
717
Curated Wealth Partners
California
$14.6M +$246K +651 +2%
BWM
718
Brickley Wealth Management
California
$14.6M +$4.54M +12,047 +45%
OA
719
Oakhurst Advisors
California
$14.5M -$1.36M -3,603 -9%
Koshinski Asset Management
720
Koshinski Asset Management
Illinois
$14.5M +$842K +2,232 +6%
FIBT
721
First International Bank & Trust
North Dakota
$14.5M -$223K -590 -2%
WA
722
WestEnd Advisors
North Carolina
$14.4M +$14.4M +38,269 New
TMWM
723
Taylor & Morgan Wealth Management
Michigan
$14.4M +$848K +2,247 +6%
CA
724
Clearstead Advisors
Ohio
$14.4M +$6.2M +16,430 +76%
SCM
725
Stevens Capital Management
Pennsylvania
$14.4M +$3.16M +8,384 +28%