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 %
BOPW
1651
Brandywine Oak Private Wealth
Pennsylvania
$2.13M +$28.9K +81 +1%
ULWM
1652
Upper Left Wealth Management
Florida
$2.13M +$36.1K +840 +2%
HCM
1653
Hengehold Capital Management
Ohio
$2.13M +$657K +1,840 +45%
WAL
1654
W Advisors LLC
Tennessee
$2.13M +$714 +2 +0%
BF
1655
Blankinship & Foster
California
$2.13M +$1.07K +3 +0.1%
NCM
1656
Nelson Capital Management
California
$2.13M +$23.9K +67 +1%
NSAM
1657
North Star Asset Management
Wisconsin
$2.12M -$93.6K -262 -4%
HGERS
1658
Householder Group Estate & Retirement Specialist
Arizona
$2.12M +$256K +718 +14%
DWM
1659
Denver Wealth Management
Colorado
$2.12M -$7.5K -21 -0.4%
LBC
1660
Lawrence B. Cohen
$2.12M -$21.1K -59 -1%
IC
1661
Inverness Counsel
New York
$2.12M -$2.24M
FP
1662
Financial Perspectives
Minnesota
$2.11M +$1.43K +4 +0.1%
RC
1663
Rovin Capital
Arizona
$2.11M +$74.3K +208 +4%
FWM
1664
Fairhaven Wealth Management
Illinois
$2.11M +$7.5K +21 +0.4%
WC
1665
Weil Company
California
$2.11M -$132K -371 -6%
MIC
1666
Means Investment Company
Maine
$2.11M -$62.9K -176 -3%
OFW
1667
Omnia Family Wealth
Florida
$2.11M
IFA
1668
Index Fund Advisors
California
$2.11M +$10.7K +30 +0.5%
UCIG
1669
Ulrich Consultants & Investment Group
New Mexico
$2.11M +$227K +636 +12%
API
1670
Advisor Partners II
California
$2.1M +$2.1M +5,890 New
ATPW
1671
Ashton Thomas Private Wealth
Arizona
$2.1M +$139K +388 +7%
FFS
1672
Founders Financial Securities
Maryland
$2.1M +$357K +998 +21%
CHC
1673
City Holding Co
West Virginia
$2.09M -$96.1K -269 -4%
TRIA
1674
Trail Ridge Investment Advisors
Colorado
$2.09M -$1.29M -3,234 -38%
SCA
1675
Sandy Cove Advisors
Massachusetts
$2.09M +$61.4K +172 +3%