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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 %
CIAS
901
Capital Investment Advisory Services
North Carolina
$10.6M +$1.38M +3,603 +15%
RIM
902
Rockbridge Investment Management
New York
$10.6M -$4.59K -12 -0%
LGA
903
Lebenthal Global Advisors
New York
$10.6M +$10.6M +27,692 New
CFAM
904
Coury Firm Asset Management
Pennsylvania
$10.6M -$490K -1,282 -4%
NWA
905
Navis Wealth Advisors
New York
$10.6M +$13.4K +35 +0.1%
ECML
906
Eagle Capital Management (Louisiana)
Louisiana
$10.6M -$6.88K -18 -0.1%
LSA
907
L & S Advisors
California
$10.6M +$81.1K +212 +0.8%
NFA
908
Northern Financial Advisors
Michigan
$10.5M +$10.5M +27,689 New
FWC
909
First Washington Corp
Washington
$10.5M -$112K -292 -1%
BC
910
Bartlett & Co
Ohio
$10.5M +$155K +403 +2%
BCWM
911
Bartlett & Co Wealth Management
Ohio
$10.5M +$155K +403 +2%
OFS
912
Oldfather Financial Services
Nebraska
$10.5M -$112K -293 -1%
BFWA
913
Benchmark Financial Wealth Advisors
Florida
$10.4M +$3.33M +8,718 +47%
HI
914
Harbour Investments
Wisconsin
$10.4M +$1.17M +3,069 +13%
PP
915
Patten & Patten
Tennessee
$10.4M -$805K -2,106 -7%
RIL
916
Rothschild Investment LLC
Illinois
$10.4M +$149K +389 +1%
APC
917
Aspire Private Capital
North Carolina
$10.3M +$5.79M +15,145 +127%
PIM
918
Penobscot Investment Management
Massachusetts
$10.3M +$255K +668 +3%
HR
919
Howe & Rusling
New York
$10.3M +$3.47M +9,069 +51%
KWM
920
KFG Wealth Management
Indiana
$10.3M +$10.3M +26,916 New
OL
921
Optas LLC
Texas
$10.3M
RVPG
922
Relative Value Partners Group
$10.3M +$3.66M +9,574 +55%
CWC
923
Carolinas Wealth Consulting
North Carolina
$10.3M +$1.16M +3,022 +13%
Fayez Sarofim & Co
924
Fayez Sarofim & Co
Texas
$10.3M +$2.27M +5,923 +28%
WC
925
Weil Company
California
$10.3M +$7.99M +20,895 +353%