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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 %
SFG
851
Sowa Financial Group
Rhode Island
$11.5M +$319K +833 +3%
CWM
852
Congress Wealth Management
Massachusetts
$11.5M -$518K -1,354 -4%
LT
853
Legacy Trust
Michigan
$11.5M +$11.5M +30,054 New
CIM
854
Confluence Investment Management
Missouri
$11.4M +$1.57M +4,093 +16%
Legal & General Group
855
Legal & General Group
United Kingdom
$11.4M
TBWA
856
Three Bridge Wealth Advisors
California
$11.4M +$6.48M +16,879 +133%
TFCP
857
Twin Focus Capital Partners
Massachusetts
$11.3M -$3.02M -7,895 -21%
PI
858
Putnam Investments
Massachusetts
$11.3M -$1.5M -3,930 -12%
TC
859
TAP Consulting
Missouri
$11.2M +$1.89M +4,950 +20%
FFA
860
First Foundation Advisors
California
$11.1M -$796K -2,081 -7%
PSP
861
Principal Street Partners
Tennessee
$11.1M +$38K +99 +0.3%
TCM
862
Towercrest Capital Management
Pennsylvania
$11.1M +$58.9K +154 +0.5%
AP
863
Americana Partners
Texas
$11.1M +$2.02M +5,155 +22%
CCM
864
Coldstream Capital Management
Washington
$11M +$11M +28,823 New
IWA
865
Icon Wealth Advisors
Texas
$11M +$2.42M +6,330 +28%
BMCM
866
Bryn Mawr Capital Management
Pennsylvania
$11M +$7.11M +18,593 +182%
EAM
867
Erste Asset Management
Austria
$11M -$10.4M -27,280 -49%
BIA
868
Bigelow Investment Advisors
Maine
$11M -$53.5K -140 -0.5%
BBWP
869
Beacon Bridge Wealth Partners
Pennsylvania
$11M +$11M +28,707 New
LPAM
870
Lodestar Private Asset Management
California
$11M +$11M +28,669 New
TA
871
TrueWealth Advisors
Alabama
$11M -$24.9K -65 -0.2%
WIM
872
Warwick Investment Management
Texas
$10.9M -$661K -1,729 -6%
RWM
873
Ritholtz Wealth Management
New York
$10.9M +$71.1K +186 +0.7%
PP
874
Paloma Partners
Connecticut
$10.9M -$9.35M -24,439 -46%
HSA
875
HBK Sorce Advisory
Pennsylvania
$10.9M +$5.84M +15,269 +114%