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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 %
AIC
1201
Ayalon Insurance Company
Israel
$5.03M -$4.29M -11,972 -46%
UWPG
1202
Ullmann Wealth Partners Group
Florida
$5.02M +$3.46M +9,680 +222%
AIFAIM
1203
American Institute for Advanced Investment Management
Arizona
$4.99M +$96.8K +271 +2%
FWP
1204
FAS Wealth Partners
Kansas
$4.99M +$41.4K +116 +0.8%
BIC
1205
Beach Investment Counsel
Pennsylvania
$4.99M
BPWM
1206
Badgley Phelps Wealth Managers
Washington
$4.97M +$859K +2,405 +21%
LPIC
1207
LeJeune Puetz Investment Counsel
Michigan
$4.97M -$52.2K -146 -1%
HWM
1208
Hohimer Wealth Management
Washington
$4.96M +$184K +515 +4%
PIMG
1209
Patriot Investment Management Group
Tennessee
$4.95M -$286K -801 -5%
AWA
1210
Alta Wealth Advisors
Massachusetts
$4.95M +$65.7K +184 +1%
AWE
1211
Avidian Wealth Enterprises
Texas
$4.9M -$7.15M -20,007 -59%
WA
1212
Waddell & Associates
Tennessee
$4.89M +$12.1K +34 +0.2%
KFS
1213
Kaizen Financial Strategies
California
$4.88M -$2.14K -6 -0%
CFO
1214
Collective Family Office
Pennsylvania
$4.87M -$320K -895 -6%
AAM
1215
Ameraudi Asset Management
New York
$4.87M -$778K -2,178 -14%
BIG
1216
Boothe Investment Group
Delaware
$4.85M +$187K +524 +4%
NF
1217
Nvest Financial
New Hampshire
$4.85M -$1.54M -4,314 -24%
FFM
1218
Fullerton Fund Management
Singapore
$4.82M +$4.82M +13,500 New
CS
1219
Cannell & Spears
New York
$4.81M -$231K -646 -5%
LFA
1220
Landmark Financial Advisors
Kentucky
$4.8M -$129K -362 -3%
TCM
1221
Tran Capital Management
California
$4.8M +$3.92M +10,981 +448%
VLC
1222
Van Leeuwen & Company
New Jersey
$4.78M +$3.88M +10,852 +428%
AWM
1223
Aries Wealth Management
Maine
$4.78M +$48.7K +126 +1%
HSA
1224
HBK Sorce Advisory
Pennsylvania
$4.77M -$1.12M -3,147 -19%
MFG
1225
Magnus Financial Group
New York
$4.77M -$234K -654 -5%