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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 %
TM
751
Tikvah Management
North Carolina
$14.9M
LCM
752
LCM Capital Management
Illinois
$14.9M -$366K -957 -2%
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
$14.9M +$8.82M +23,073 +146%
CWP
754
Curated Wealth Partners
California
$14.8M
IFPG
755
Intrepid Financial Planning Group
Indiana
$14.8M -$456K -1,192 -3%
BWM
756
Brickley Wealth Management
California
$14.8M
RBC
757
Romano Brothers & Co
Illinois
$14.8M +$112K +293 +0.8%
Koshinski Asset Management
758
Koshinski Asset Management
Illinois
$14.7M -$290K -758 -2%
MWM
759
Moran Wealth Management
Florida
$14.7M +$14.7M +38,528 New
MFS
760
Madrona Financial Services
Washington
$14.6M +$123K +321 +0.8%
CFG
761
Cooper Financial Group
California
$14.6M +$13.5M +35,178 +1,159%
ACM
762
Alta Capital Management
Utah
$14.6M +$12.7M +33,280 +681%
PCIG
763
Partners Capital Investment Group
Massachusetts
$14.6M +$8.39M +21,938 +135%
CC
764
Claybrook Capital
Massachusetts
$14.6M +$239K +625 +2%
SAF
765
Smith Anglin Financial
Texas
$14.5M +$88.7K +232 +0.6%
FSA
766
Financial Services Advisory
Maryland
$14.4M +$14.1M +36,796 +3,747%
BAM
767
Blueshift Asset Management
New Jersey
$14.4M +$14.4M +37,591 New
AFG
768
Albion Financial Group
Utah
$14.4M -$330K -864 -2%
GWAM
769
Guardian Wealth Advisors (Minnesota)
Minnesota
$14.4M +$254K +665 +2%
GSC
770
G&S Capital
Colorado
$14.3M +$114K +299 +0.8%
SA
771
Strategic Advisors
New York
$14.3M -$207K -541 -1%
PA
772
Parallel Advisors
California
$14.3M -$870K -2,274 -6%
Wealthfront Advisers
773
Wealthfront Advisers
California
$14.3M +$4.12M +10,784 +41%
CCA
774
Cobblestone Capital Advisors
New York
$14.2M -$96.4K -252 -0.7%
LIM
775
Leavell Investment Management
Alabama
$14.2M +$186K +483 +1%