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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 %
WA1
1351
Wimmer Associates 1
California
$3.77M -$19.3K -50 -0.5%
MFC
1352
Morris Financial Concepts
South Carolina
$3.76M -$6.79K -19 -0.2%
EI
1353
Ellevest Inc
New York
$3.76M +$820K +2,297 +28%
CCM
1354
Cribstone Capital Management
Maine
$3.73M -$104K -291 -3%
RIG
1355
Roosevelt Investment Group
New York
$3.73M -$123K -345 -3%
LC
1356
LCNB Corp
Ohio
$3.73M +$22.5K +63 +0.6%
PA
1357
Procyon Advisors
Connecticut
$3.71M -$630K -1,764 -15%
RCWM
1358
Royal Capital Wealth Management
Indiana
$3.7M +$48.9K +137 +1%
TI
1359
Truepoint Inc
Ohio
$3.7M
P
1360
Palladiem
Pennsylvania
$3.68M +$800K +2,240 +28%
AAS
1361
Annex Advisory Services
Wisconsin
$3.68M -$540K -1,513 -13%
EP
1362
Edgestream Partners
New Jersey
$3.67M -$4.62M -12,925 -56%
BFC
1363
Blue Fin Capital
Rhode Island
$3.66M -$8.22K -23 -0.2%
FFW
1364
Fusion Family Wealth
New York
$3.65M -$706K -1,644 -16%
BMCM
1365
Bryn Mawr Capital Management
Pennsylvania
$3.64M -$111K -310 -3%
AP
1366
Adero Partners
California
$3.64M +$227K +600 +7%
ZIC
1367
ZWJ Investment Counsel
Georgia
$3.64M -$31.1K -87 -0.8%
SL
1368
Stevard LLC
Illinois
$3.61M +$3.61M +10,116 New
WAM
1369
Wallington Asset Management
Indiana
$3.6M -$1.07M -2,985 -23%
RWA
1370
Ropes Wealth Advisors
Massachusetts
$3.6M -$25K -70 -0.7%
EIP
1371
Easterly Investment Partners
Massachusetts
$3.6M
CCMG
1372
Clark Capital Management Group
Pennsylvania
$3.6M -$239K -669 -6%
WDG
1373
Wealth Dimensions Group
Ohio
$3.59M -$36.8K -103 -1%
BSA
1374
Braun Stacey Associates
New York
$3.59M -$127K -356 -3%
PGWM
1375
Pitti Group Wealth Management
New York
$3.59M +$15.7K +44 +0.4%