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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 %
FFW
1451
Fusion Family Wealth
New York
$3.86M +$607K +1,588 +19%
TAIM
1452
TD Ameritrade Investment Management
Nebraska
$3.86M -$625K -1,635 -14%
WP
1453
WealthSource Partners
California
$3.86M -$1.77M -4,617 -31%
RRA
1454
Round Rock Advisors
Connecticut
$3.84M +$127K +332 +3%
DWM
1455
Defined Wealth Management
Oregon
$3.83M -$617K -1,612 -14%
SS
1456
Simplicity Solutions
Minnesota
$3.83M -$1.62M -4,228 -30%
P
1457
Pitcairn
Pennsylvania
$3.83M
KA
1458
Kearns & Associates
California
$3.82M
WAM
1459
Wallington Asset Management
Indiana
$3.81M -$49.7K -130 -1%
RC
1460
Roundview Capital
New Jersey
$3.81M +$63.1K +165 +2%
ZIC
1461
ZWJ Investment Counsel
Georgia
$3.8M -$87.2K -228 -2%
CFP
1462
Cypress Financial Planning
New Jersey
$3.8M -$235K -617 -6%
CBFP
1463
Cedar Brook Financial Partners
Ohio
$3.79M +$461K +1,206 +14%
CFO
1464
Colony Family Offices
North Carolina
$3.78M -$7.3K -19 -0.2%
CAM
1465
Cozad Asset Management
Illinois
$3.78M +$44.4K +116 +1%
CCMG
1466
Clark Capital Management Group
Pennsylvania
$3.76M -$93.7K -245 -2%
CF
1467
Clarity Financial
Texas
$3.76M +$1.43M +3,737 +61%
VA
1468
Valmark Advisers
Ohio
$3.76M +$797K +2,085 +27%
JWBC
1469
J.W. Burns & Co
New York
$3.76M +$21.4K +56 +0.6%
BWA
1470
BlueSky Wealth Advisors
North Carolina
$3.74M -$525K -1,374 -12%
CG
1471
Castellan Group
Kentucky
$3.74M +$1.21M +3,177 +48%
WA1
1472
Wimmer Associates 1
California
$3.73M -$7.65K -20 -0.2%
WWC
1473
Waypoint Wealth Counsel
Georgia
$3.71M +$3.71M +9,711 New
TFS
1474
Thoroughbred Financial Services
Tennessee
$3.7M -$13K -34 -0.3%
CCG
1475
Cypress Capital Group
Florida
$3.69M +$62.7K +164 +2%