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SPDR S&P 500 ETF Trust

3,079 hedge funds and large institutions have $205B invested in SPDR S&P 500 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,285 increasing their positions, 1,248 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,079
Holders Change
-40
Holders Change %
-1.28%
% of All Funds
52.06%
Holding in Top 10
848
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-5.78%
% of All Funds
14.34%
New
183
Increased
1,285
Reduced
1,248
Closed
185
Calls
$172B
Puts
$285B
Net Calls
-$113B
Net Calls Change
+$139B
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
1651
Occidental Asset Management
California
$2.25M -$1.77M -4,681 -44%
BF
1652
Blankinship & Foster
California
$2.24M -$11.3K -30 -0.5%
IC
1653
Inverness Counsel
New York
$2.24M -$2.61M
DWM
1654
Denver Wealth Management
Colorado
$2.24M +$2.24M +5,944 New
CFA
1655
Capstone Financial Advisors
Illinois
$2.24M -$26.8K -71 -1%
TSWM
1656
Tyler-Stone Wealth Management
Ohio
$2.24M -$46K -122 -2%
FP
1657
Financial Perspectives
Minnesota
$2.23M +$4.9K +13 +0.2%
OFW
1658
Omnia Family Wealth
Florida
$2.22M +$532K +1,406 +31%
FWM
1659
Fairhaven Wealth Management
Illinois
$2.22M +$53.2K +141 +2%
NCM
1660
Nelson Capital Management
California
$2.22M -$20.8K -55 -0.9%
BOPW
1661
Brandywine Oak Private Wealth
Pennsylvania
$2.22M -$1.51K -4 -0.1%
IFA
1662
Index Fund Advisors
California
$2.21M -$269K -714 -11%
HIS
1663
Harvest Investment Services
Illinois
$2.21M -$2.59M -6,864 -54%
AIM
1664
Acropolis Investment Management
Missouri
$2.2M +$63.8K +169 +3%
WMG
1665
WESCAP Management Group
California
$2.19M
RCM
1666
Raleigh Capital Management
North Carolina
$2.18M -$1.81M -4,808 -45%
TW
1667
TrinityPoint Wealth
Connecticut
$2.18M +$309K +819 +16%
HCA
1668
Harbour Capital Advisors
Virginia
$2.18M +$15.1K +40 +0.7%
PWMG
1669
Provence Wealth Management Group
California
$2.18M +$365K +967 +20%
RSVP
1670
Ramsay Stattman Vela & Price
Colorado
$2.16M +$43K +114 +2%
LW
1671
Libra Wealth
California
$2.16M -$16.2K -43 -0.7%
ULWM
1672
Upper Left Wealth Management
Florida
$2.16M -$195K -4,396 -8%
BWA
1673
Beam Wealth Advisors
Louisiana
$2.16M -$13.6K -36 -0.6%
RC
1674
Rovin Capital
Arizona
$2.15M -$401K -1,064 -16%
SVWAG
1675
Sound View Wealth Advisors Group
Georgia
$2.15M +$114K +301 +6%