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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 %
TA
751
TKG Advisors
Indiana
$13.2M +$313K +877 +2%
GWAM
752
Guardian Wealth Advisors (Minnesota)
Minnesota
$13.2M +$608K +1,702 +5%
FWM
753
Foresight Wealth Management
Utah
$13.1M -$59.9M -167,787 -82%
CSPIA
754
Cary Street Partners Investment Advisory
Virginia
$13.1M -$244K -684 -2%
LIM
755
Leavell Investment Management
Alabama
$13.1M +$215K +600 +2%
PFM
756
Patton Fund Management
Texas
$13.1M -$426K -1,193 -3%
PWA
757
PCG Wealth Advisors
Kansas
$13.1M +$5.86M +16,399 +81%
OC
758
Oakworth Capital
Alabama
$13M +$1.79K +5 +0%
EFS
759
Essex Financial Services
Connecticut
$13M +$545K +1,527 +4%
TMWM
760
Taylor & Morgan Wealth Management
Michigan
$12.9M -$741K -2,076 -5%
MWM
761
MorganRosel Wealth Management
Colorado
$12.8M -$490K -1,371 -4%
WSTAM
762
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M -$137K -383 -1%
BBA
763
BLB&B Advisors
Pennsylvania
$12.7M -$233K -653 -2%
SWP
764
Strategic Wealth Partners
Ohio
$12.7M +$1.06M +2,966 +9%
GTAM
765
Global Trust Asset Management
Florida
$12.6M +$706K +1,976 +6%
GVAG
766
Great Valley Advisor Group
Delaware
$12.6M -$1.42M -3,965 -10%
LFG
767
Lazard Frères Gestion
France
$12.5M -$122K -340 -1%
FMWA
768
Forvis Mazars Wealth Advisors
Missouri
$12.5M -$138K -386 -1%
FFN
769
Focus Financial Network
Minnesota
$12.5M +$562K +1,567 +5%
CWA
770
Clarity Wealth Advisors
California
$12.5M +$648K +1,813 +5%
FPW
771
Flagship Private Wealth
Massachusetts
$12.4M -$336K -940 -3%
TWM
772
Tolleson Wealth Management
Texas
$12.4M -$74.6K -209 -0.6%
TNBTD
773
Trustmark National Bank Trust Department
Mississippi
$12.3M +$404K +1,132 +3%
HVIA
774
Hudson Valley Investment Advisors
New York
$12.3M -$189K -529 -2%
NEPWA
775
New England Private Wealth Advisors
Massachusetts
$12.3M -$293K -821 -2%