SPY icon

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 %
SFA
701
Source Financial Advisors
New York
$16.8M +$431K +1,128 +3%
SSWM
702
Smith Salley Wealth Management
North Carolina
$16.8M +$6.08M +15,899 +57%
CB
703
Cadence Bank
Mississippi
$16.7M +$11.1M +29,010 +197%
PTC
704
Petrus Trust Company
Texas
$16.6M +$15M +39,125 +897%
RIA
705
Regal Investment Advisors
Michigan
$16.6M -$220K -575 -1%
SI
706
Symmetry Investments
Jersey
$16.6M -$14.3M -37,488 -46%
CCM
707
Corsair Capital Management
New York
$16.6M +$2.25M +5,883 +16%
RBC
708
Roble Belko & Company
Pennsylvania
$16.5M -$41.7K -109 -0.3%
FBB
709
Fulton Breakefield Broenniman
Maryland
$16.3M -$537K -1,403 -3%
TPW
710
Tiller Private Wealth
Pennsylvania
$16.3M +$206K +539 +1%
CBT
711
Central Bank & Trust
Kentucky
$16.3M -$144K -377 -0.9%
FHA
712
Flagship Harbor Advisors
Massachusetts
$16.3M +$6.03M +15,756 +59%
VCM
713
Vivaldi Capital Management
Illinois
$16.3M -$178K -459 -1%
AC
714
ASB Consultores
Florida
$16.2M -$17.9M -46,795 -53%
IB
715
Intrust Bank
Kansas
$16.2M -$60.8K -159 -0.4%
DPI
716
Diversified Portfolios Inc
Michigan
$16.2M +$829K +2,167 +5%
GFL
717
Granite FO LLC
New Hampshire
$16.1M +$16.1M +39,609 New
KIA
718
KCM Investment Advisors
California
$16.1M +$536K +1,401 +3%
MWPCG
719
Measured Wealth Private Client Group
New Hampshire
$16.1M -$2.28M -5,973 -12%
GVAG
720
Great Valley Advisor Group
Delaware
$16.1M +$2.6M +6,811 +19%
PWW
721
Pettyjohn Wood & White
Virginia
$16M -$202K -528 -1%
SFA
722
Sequoia Financial Advisors
Ohio
$16M +$988K +2,583 +7%
DFA
723
Delta Financial Advisors
Louisiana
$16M -$8.41K -22 -0.1%
1CP
724
1607 Capital Partners
Virginia
$15.9M -$4.67M -12,200 -23%
CSPIA
725
Cary Street Partners Investment Advisory
Virginia
$15.9M +$1.85M +4,828 +13%