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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 %
WWM
801
Western Wealth Management
Colorado
$13.5M -$15.9M -41,458 -54%
WSTAM
802
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M -$111K -291 -0.8%
EFS
803
Essex Financial Services
Connecticut
$13.4M -$428K -1,119 -3%
SIM
804
Seaview Investment Managers
Florida
$13.4M +$879K +2,299 +7%
NCM
805
Nine27 Capital Management
New York
$13.4M +$13.4M +35,000 New
FPW
806
Flagship Private Wealth
Massachusetts
$13.4M +$69.2K +181 +0.5%
BFM
807
Boston Financial Management
Massachusetts
$13.3M +$1.77M +4,630 +15%
TWM
808
Tolleson Wealth Management
Texas
$13.3M +$13K +34 +0.1%
PFM
809
Patton Fund Management
Texas
$13.3M -$769K -2,012 -5%
LFG
810
Lazard Frères Gestion
France
$13.3M -$46K -120 -0.3%
FFA
811
Fi3 Financial Advisors
Indiana
$13.2M +$279K +729 +2%
MNG
812
Manning & Napier Group
New York
$13.2M -$12.1M
AT
813
Arden Trust
Delaware
$13.1M +$12.8M +33,384 +4,416%
AAG
814
Armstrong Advisory Group
Massachusetts
$13M +$13M +34,006 New
ECM
815
Evergreen Capital Management
Washington
$12.9M +$329K +858 +3%
HFAS
816
Hummer Financial Advisory Services
Illinois
$12.9M -$55.7K -145 -0.4%
OFG
817
Oxford Financial Group
Indiana
$12.9M +$63.5K +166 +0.5%
SAMT
818
Select Asset Management & Trust
Pennsylvania
$12.8M -$2.98M -7,804 -19%
MFG
819
Marmo Financial Group
Tennessee
$12.8M +$12.8M +33,495 New
VVP
820
Vulcan Value Partners
Alabama
$12.8M +$12.8M +33,614 New
NC
821
NBW Capital
Massachusetts
$12.7M -$108K -283 -0.8%
IPW
822
Invictus Private Wealth
Colorado
$12.7M +$12.7M +33,316 New
FNBOMD
823
First National Bank of Mount Dora
Florida
$12.7M +$1.51M +3,961 +14%
FCM
824
Firestone Capital Management
Florida
$12.6M +$957K +2,503 +8%
APWA
825
Atlas Private Wealth Advisors
New Jersey
$12.6M +$1.6M +4,171 +14%