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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 %
MWM
926
Mission Wealth Management
California
$10.2M -$26.4K -69 -0.3%
MWA
927
Meridian Wealth Advisors
Texas
$10.2M +$125K +326 +1%
NEGWA
928
New England Guild Wealth Advisors
Connecticut
$10.2M -$329K -861 -3%
CT
929
Coastline Trust
Rhode Island
$10.2M +$1.3M +3,411 +15%
TCA
930
Transcend Capital Advisors
New Jersey
$10.2M +$4.92M +24,729 +93%
AMBIA
931
Allen Mooney & Barnes Investment Advisors
Georgia
$10.2M -$2.68K -7 -0%
GAG
932
GM Advisory Group
New York
$10.1M +$725K +1,896 +8%
WI
933
Wintrust Investments
Illinois
$10.1M -$15.7M -37,400 -61%
QFA
934
Quattro Financial Advisors
Texas
$10.1M -$1.6M -4,191 -14%
SP
935
Successful Portfolios
Florida
$10.1M -$156K -407 -2%
CT
936
Cambridge Trust
Massachusetts
$10.1M +$9.94K +26 +0.1%
FPGK
937
Financial Partners Group (Kansas)
Kansas
$10.1M -$2.23M -5,391 -18%
VPP
938
Vertex Planning Partners
Illinois
$10.1M +$10.1M +26,296 New
GAM
939
GEM Asset Management
Michigan
$10M +$10M +26,262 New
PGEBT
940
Pactiv General Employee Benefit Trust
Illinois
$10M -$11.2M -106,312 -53%
IAIM
941
International Assets Investment Management
Florida
$10M +$2.12M +5,540 +27%
PMFA
942
Plante Moran Financial Advisors
Michigan
$10M -$111K -289 -1%
BC
943
Brookfield Corp
Ontario, Canada
$9.99M +$3.09M +8,079 +45%
BLC
944
Brown, Lisle/Cummings
Rhode Island
$9.97M -$658K -1,721 -6%
BEC
945
Blue Edge Capital
Virginia
$9.95M -$33.3K -87 -0.3%
ST
946
Spinnaker Trust
Maine
$9.95M +$14.2K +37 +0.1%
ACI
947
Alpha Cubed Investments
California
$9.93M -$15.3K -40 -0.2%
WA
948
Wealth Architects
California
$9.85M -$58.5K -153 -0.6%
BC
949
Belmont Capital
California
$9.84M
MCM
950
Monument Capital Management
Virginia
$9.81M -$2.77M -7,253 -22%