SPY icon

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 %
SMG
1426
Smart Money Group
Texas
$3.28M +$275K +769 +9%
DCM
1427
Donaldson Capital Management
Indiana
$3.28M -$134K -376 -4%
AWM
1428
Alterna Wealth Management
Texas
$3.27M +$2.85M +7,993 +684%
BO
1429
BRR OpCo
Ohio
$3.27M -$276K -772 -8%
KF
1430
Krilogy Financial
Missouri
$3.26M +$25K +70 +0.8%
CC
1431
Callan Capital
California
$3.26M +$749K +2,096 +30%
OIM
1432
Orca Investment Management
Oregon
$3.25M -$178K -497 -5%
BRG
1433
Bay Rivers Group
Virginia
$3.25M -$51.8K -145 -2%
WA
1434
Wealthstream Advisors
New York
$3.23M -$57.5K -161 -2%
RGC
1435
Roberts, Glore & Co
Illinois
$3.23M -$8.22K -23 -0.3%
APW
1436
Aurora Private Wealth
New Jersey
$3.22M -$365K -1,021 -10%
UL
1437
Unionview LLC
Washington
$3.21M +$28.9K +81 +0.9%
BFO
1438
Biltmore Family Office
North Carolina
$3.21M +$156K +436 +5%
SCM
1439
Sterneck Capital Management
Missouri
$3.2M +$127K +355 +4%
WC
1440
Westwind Capital
New Mexico
$3.19M -$446K -1,249 -12%
CF
1441
Convergence Financial
Missouri
$3.18M +$438K +1,226 +16%
RWM
1442
RKL Wealth Management
Pennsylvania
$3.18M
MAM
1443
Marquette Asset Management
Minnesota
$3.17M
PWM
1444
Paulson Wealth Management
Illinois
$3.16M +$595K +1,665 +23%
BCA
1445
Bay Colony Advisors
Massachusetts
$3.14M -$151K -423 -5%
SAM
1446
SP Asset Management
California
$3.14M +$494K +1,384 +19%
DDPIC
1447
Deroy & Devereaux Private Investment Counsel
Michigan
$3.12M -$7.86K -22 -0.3%
IHWM
1448
Iron Horse Wealth Management
Iowa
$3.11M +$3.07M +8,588 +6,926%
CBFP
1449
Cedar Brook Financial Partners
Ohio
$3.11M +$85.7K +240 +3%
AC
1450
Apella Capital
Connecticut
$3.11M +$1.79K +5 +0.1%