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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 %
NLG
1126
New Legacy Group
New York
$7.03M
CB
1127
Community Bank
New York
$7.03M -$121K -317 -2%
WDG
1128
Wealth Dimensions Group
Ohio
$7.02M +$3.18M +8,313 +83%
APP
1129
Avantax Planning Partners
Iowa
$7.02M -$524K -1,371 -7%
SIC
1130
Sigma Investment Counselors
Michigan
$7.02M -$56.6K -148 -0.8%
MBT
1131
Montecito Bank & Trust
California
$6.98M -$2.3K -6 -0%
CIA
1132
Capital Investment Advisors
Georgia
$6.97M +$440K +1,151 +7%
KHCM
1133
Kettle Hill Capital Management
New York
$6.94M +$91.8K +240 +1%
FNBOO
1134
First National Bank of Omaha
Nebraska
$6.94M -$176K -459 -2%
SWA
1135
Sax Wealth Advisors
New Jersey
$6.91M +$167K +437 +2%
CA
1136
Calton & Associates
Florida
$6.89M +$1.1M +2,884 +19%
PWP
1137
Principle Wealth Partners
Connecticut
$6.86M +$1.57M +4,110 +30%
PAI
1138
Pittenger & Anderson Inc
Nebraska
$6.86M +$318K +831 +5%
CS
1139
Cannell & Spears
New York
$6.85M +$1.7M +4,453 +33%
Fidelity International
1140
Fidelity International
Bermuda
$6.84M -$514K -1,345 -7%
IP
1141
Ignite Planners
California
$6.84M +$791K +1,950 +13%
BHBT
1142
Burke & Herbert Bank & Trust
Virginia
$6.78M +$112K +292 +2%
EIG
1143
Ellenbecker Investment Group
Wisconsin
$6.77M +$879K +2,298 +15%
VWM
1144
Venturi Wealth Management
Texas
$6.76M -$50.8M -132,860 -88%
PCMC
1145
Paragon Capital Management (Colorado)
Colorado
$6.76M -$180K -471 -3%
LI
1146
LMCG Investments
Massachusetts
$6.75M +$4.72M +12,332 +232%
PWM
1147
Palumbo Wealth Management
New York
$6.74M +$614K +1,606 +10%
ORAM
1148
One River Asset Management
Connecticut
$6.69M +$6.69M +17,519 New
TWM
1149
Thrive Wealth Management
Pennsylvania
$6.69M +$98.3K +257 +1%
AIMC
1150
Alley Investment Management Company
Illinois
$6.62M +$4.61M +12,061 +230%