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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 %
PCIA
801
Prime Capital Investment Advisors
Kansas
$11.4M +$3.27M +9,151 +40%
FCBT
802
First Citizens Bank & Trust
North Carolina
$11.4M -$720K -2,017 -6%
PFP
803
Paragon Financial Partners
California
$11.4M -$61.1K -171 -0.5%
BTWM
804
Baker Tilly Wealth Management
Wisconsin
$11.4M -$877K -2,454 -7%
QCG
805
Quadrant Capital Group
Ohio
$11.2M -$344K -962 -3%
CWM
806
Congress Wealth Management
Massachusetts
$11.2M +$314K +879 +3%
SFS
807
Sowell Financial Services
Arkansas
$11.2M -$1.47M -4,083 -12%
TAL
808
TIG Advisors LLC
New York
$11.1M +$11.1M +31,213 New
HI
809
Humankind Investments
New York
$11.1M
TAM
810
Taurus Asset Management
New York
$11.1M +$189K +529 +2%
FFA
811
First Foundation Advisors
California
$11.1M -$407K -1,139 -4%
PCA
812
Personal Capital Advisors
California
$11.1M +$71.8K +201 +0.7%
SCP
813
Syntal Capital Partners
Texas
$11.1M +$2.46M +6,859 +29%
QFA
814
Quattro Financial Advisors
Texas
$11M +$974K +2,728 +10%
FCM
815
Firestone Capital Management
Florida
$10.9M +$847K +2,372 +8%
AWP
816
Ascent Wealth Partners
New York
$10.9M +$9.07M +25,393 +500%
FCMC
817
Founders Capital Management (Connecticut)
Connecticut
$10.8M +$1.14M +3,178 +12%
BFM
818
Boston Financial Management
Massachusetts
$10.8M +$266K +746 +3%
SWMG
819
Sanchez Wealth Management Group
Florida
$10.7M +$6.07K +17 +0.1%
SB
820
Strategic Blueprint
Georgia
$10.7M +$3.44M +9,619 +47%
MA
821
Momentum Advisors
New York
$10.7M -$107K -299 -1%
Legal & General Group
822
Legal & General Group
United Kingdom
$10.7M
KPWS
823
Kestra Private Wealth Services
Texas
$10.6M +$404K +1,130 +4%
FPGK
824
Financial Partners Group (Kansas)
Kansas
$10.6M +$927K +2,595 +10%
SWM
825
SFG Wealth Management
Maryland
$10.6M +$1.66M +4,644 +19%