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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 %
MFS
776
Monetta Financial Services
Illinois
$12.3M
NL
777
NEPC LLC
Massachusetts
$12.2M -$9M -25,200 -42%
SWM
778
Segment Wealth Management
Texas
$12.2M +$101K +284 +0.8%
KCM
779
Kennicott Capital Management
California
$12.1M +$258K +721 +2%
MNG
780
Manning & Napier Group
New York
$12.1M -$13.6M
HFAS
781
Hummer Financial Advisory Services
Illinois
$12.1M -$19.7K -55 -0.2%
FFA
782
Fi3 Financial Advisors
Indiana
$12.1M +$655K +1,834 +6%
AF
783
Advisornet Financial
Minnesota
$12.1M +$702K +1,966 +6%
DC
784
Davenport & Co
Virginia
$12M -$1.87M -5,229 -13%
NC
785
NBW Capital
Massachusetts
$12M +$3.27M +9,162 +37%
NCA
786
Newbrook Capital Advisors
New York
$12M +$12M +33,600 New
OFG
787
Oxford Financial Group
Indiana
$12M +$105K +294 +0.9%
PI
788
Putnam Investments
Massachusetts
$11.9M +$4.52M +12,645 +61%
WAG
789
Winthrop Advisory Group
Massachusetts
$11.9M -$161K -449 -1%
ETC
790
Exchange Traded Concepts
Oklahoma
$11.8M -$498K -1,393 -4%
DCM
791
Davidson Capital Management
Texas
$11.8M +$1.6M +4,479 +16%
MCM
792
Monument Capital Management
Virginia
$11.8M +$7.46M +20,884 +174%
ECM
793
Evergreen Capital Management
Washington
$11.7M +$248K +695 +2%
OIS
794
Okabena Investment Services
Minnesota
$11.7M +$3.55M +9,932 +43%
CCB
795
Country Club Bank
Missouri
$11.7M +$8.35K +23 +0.1%
SIM
796
Seaview Investment Managers
Florida
$11.7M +$47.9K +134 +0.4%
TIM
797
Tortoise Investment Management
New York
$11.6M -$321K -898 -3%
IBOK
798
Independence Bank of Kentucky
Kentucky
$11.5M -$413K -1,155 -3%
Lazard Asset Management
799
Lazard Asset Management
New York
$11.5M -$16.3M -45,514 -59%
WCM
800
WealthBridge Capital Management
Ohio
$11.5M