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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 %
TSWM
1576
Tyler-Stone Wealth Management
Ohio
$2.45M +$332K +930 +16%
MWM
1577
Madison Wealth Management
Ohio
$2.45M -$14.3K -40 -0.6%
LFG
1578
Lockerman Financial Group
California
$2.45M +$56.4K +158 +2%
FANJ
1579
Financial Architects (New Jersey)
New Jersey
$2.44M +$2.44M +6,841 New
SHFA
1580
SC&H Financial Advisors
Maryland
$2.44M -$56.4K -158 -2%
TCB
1581
Texas Capital Bancshares
Texas
$2.44M
KLI
1582
Kelman-Lazarov Inc
Tennessee
$2.44M
JHCP
1583
Jackson Hole Capital Partners
Oklahoma
$2.43M +$1.96M +5,501 +426%
PMG
1584
ProVise Management Group
Florida
$2.41M -$100K -280 -4%
RRCM
1585
Rappaport Reiches Capital Management
Illinois
$2.41M -$8.93K -25 -0.4%
BA
1586
BCM Advisors
Louisiana
$2.41M -$3.11K -8 -0.1%
WIM
1587
WealthPlan Investment Management
Nebraska
$2.41M +$2.41M +6,133 New
FPB
1588
First PREMIER Bank
South Dakota
$2.41M +$82.2K +230 +4%
RPC
1589
Rossmore Private Capital
Connecticut
$2.4M -$17.1K -48 -0.7%
BFA
1590
Beacon Financial Advisory
Ohio
$2.4M +$123K +345 +5%
CFA
1591
Capstone Financial Advisors
Illinois
$2.4M +$278K +779 +13%
APG
1592
Abacus Planning Group
South Carolina
$2.4M +$116K +326 +5%
PAA
1593
Peregrine Asset Advisers
Oregon
$2.39M +$1.07K +3 +0%
FFP
1594
Forbes Financial Planning
Rhode Island
$2.39M +$2.5K +7 +0.1%
SIA
1595
SkyView Investment Advisors
New Jersey
$2.38M -$966K -2,704 -29%
GMA
1596
Goldstein Munger & Associates
California
$2.38M
SFWA
1597
Summit Financial Wealth Advisors
Louisiana
$2.37M -$71.1K -187 -3%
PTB
1598
Pioneer Trust Bank
Oregon
$2.37M -$71.4K -200 -3%
BO
1599
Bank OZK
Arkansas
$2.37M +$56.1K +157 +2%
RG
1600
Retirement Group
California
$2.36M -$10.4M -29,166 -82%