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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 %
TWP
926
TFO Wealth Partners
Ohio
$8.7M
NFG
927
Nadler Financial Group
Illinois
$8.69M +$166K +466 +2%
TC
928
TAP Consulting
Missouri
$8.68M -$3.46M -9,696 -29%
MCM
929
Maryland Capital Management
Maryland
$8.67M -$86.4K -242 -1%
RFM
930
Royal Fund Management
Florida
$8.62M +$278K +779 +3%
CIAS
931
Capital Investment Advisory Services
North Carolina
$8.62M +$1.15M +3,233 +15%
CI
932
CX Institutional
Indiana
$8.61M +$1.52M +4,259 +21%
WIA
933
World Investment Advisors
California
$8.59M +$1.79K +5 +0%
ClearBridge Investments
934
ClearBridge Investments
New York
$8.59M -$4.3M -12,049 -33%
UFA
935
US Financial Advisors
Massachusetts
$8.57M +$1.79M +5,016 +26%
BFEC
936
Benjamin F. Edwards & Company
Missouri
$8.55M -$168K -470 -2%
CWC
937
Carolinas Wealth Consulting
North Carolina
$8.52M -$140K -390 -2%
RC
938
RDST Capital
Washington
$8.51M -$9.28M -25,975 -52%
AA
939
Ancora Advisors
Ohio
$8.47M +$229K +642 +3%
FA
940
Fiducient Advisors
Illinois
$8.45M -$9.57M -26,778 -53%
ACM
941
Avalon Capital Management
California
$8.45M -$160K -447 -2%
PA
942
Planning Alternatives
Michigan
$8.42M
TYCC
943
Texas Yale Capital Corp
Florida
$8.39M +$92.2K +258 +1%
MIM
944
Marco Investment Management
Georgia
$8.39M +$105K +293 +1%
OIA
945
Optimum Investment Advisors
Illinois
$8.37M -$663K -1,856 -7%
MLFP
946
MPS Loria Financial Planners
Illinois
$8.37M +$7.05M +19,728 +534%
SIA
947
Soltis Investment Advisors
Utah
$8.36M -$86.4K -242 -1%
GWANC
948
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.32M +$8.06M +22,455 +3,010%
SHCM
949
Sachem Head Capital Management
New York
$8.32M +$8.32M +23,300 New
LA
950
Legacy Advisors
Pennsylvania
$8.32M -$3.21M -8,975 -28%