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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 %
LFASL
826
Lugano Financial Advisors SA (LFA)
Switzerland
$10.5M -$994K -2,782 -9%
CF
827
Centaurus Financial
California
$10.5M +$738K +2,065 +8%
DY
828
Dowling & Yahnke
California
$10.5M +$234K +655 +2%
DJSG
829
D.J. St. Germain
Massachusetts
$10.5M
PP
830
Patten & Patten
Tennessee
$10.5M -$128K -357 -1%
FNBOMD
831
First National Bank of Mount Dora
Florida
$10.5M -$716K -2,004 -6%
TAM
832
Tocqueville Asset Management
New York
$10.5M +$1.09M +3,065 +12%
SFG
833
Sowa Financial Group
Rhode Island
$10.4M +$609K +1,704 +6%
WIM
834
Warwick Investment Management
Texas
$10.4M +$649K +1,895 +7%
AIP
835
Ameritas Investment Partners
Nebraska
$10.4M +$3.57M +10,008 +53%
CFAM
836
Coury Firm Asset Management
Pennsylvania
$10.3M +$26.8K +75 +0.3%
SC
837
Sierra Capital
Florida
$10.3M -$331K -927 -3%
PSP
838
Principal Street Partners
Tennessee
$10.3M +$33.7K +94 +0.3%
BIA
839
Bigelow Investment Advisors
Maine
$10.3M +$56.1K +157 +0.5%
TCM
840
Towercrest Capital Management
Pennsylvania
$10.3M +$425K +1,191 +4%
SRG
841
SBB Research Group
Illinois
$10.3M -$39.6M -110,874 -79%
HWA
842
Hillcrest Wealth Advisors
New Jersey
$10.3M -$250K -700 -2%
APWA
843
Atlas Private Wealth Advisors
New Jersey
$10.3M +$930K +2,604 +10%
SFS
844
Starfox Financial Services
Texas
$10.3M -$1.61M -4,507 -14%
TA
845
TrueWealth Advisors
Alabama
$10.3M +$3.6M +10,072 +54%
RWM
846
Ritholtz Wealth Management
New York
$10.2M +$4.34M +12,141 +74%
CCA
847
Childress Capital Advisors
Texas
$10.2M +$499K +1,387 +5%
AP
848
Appleton Partners
Massachusetts
$10M -$909K -2,546 -8%
EPA
849
Element Pointe Advisors
Florida
$10M -$16.2M -45,266 -62%
BWM
850
Bulltick Wealth Management
Florida
$9.99M +$505K +1,409 +5%