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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 %
BFS
1651
Bickling Financial Services
Massachusetts
$2.77M -$71.5K -187 -3%
RMC
1652
Regis Management Company
California
$2.76M
DI
1653
DFPG Investments
Utah
$2.76M +$664K +1,680 +32%
EVM
1654
Evelyn V. Moreno
$2.76M +$2.76M +7,210 New
BFIC
1655
Bedell Frazier Investment Counselling
California
$2.75M +$1.97M +5,144 +251%
PTP
1656
Platform Technology Partners
New York
$2.75M -$418K -1,092 -13%
WW
1657
Waterfront Wealth
Kansas
$2.74M -$16.6K -41 -0.6%
NCM
1658
Nelson Capital Management
California
$2.74M +$462K +1,209 +20%
BRM
1659
Boston Research & Management
Massachusetts
$2.73M
BCA
1660
Bay Colony Advisors
Massachusetts
$2.72M -$640K -1,674 -19%
RCA
1661
Ranch Capital Advisors
Florida
$2.72M -$1.91K -5 -0.1%
PP
1662
Prosperity Planning
Missouri
$2.72M
CWM
1663
Cahill Wealth Management
Michigan
$2.71M +$895K +2,169 +49%
TLA
1664
Tanglewood Legacy Advisors
Texas
$2.71M +$2.71M +7,083 New
PFA
1665
Pinnacle Family Advisors
Missouri
$2.71M +$36.7K +96 +1%
FANJ
1666
Financial Architects (New Jersey)
New Jersey
$2.71M +$89.1K +233 +3%
BTW
1667
Boston Trust Walden
Massachusetts
$2.7M
FVCM
1668
F&V Capital Management
Florida
$2.7M +$49.7K +130 +2%
BWM
1669
BNC Wealth Management
Oregon
$2.7M +$23.7K +62 +0.9%
DLCIG
1670
D.L. Carlson Investment Group
New Hampshire
$2.7M +$574K +1,502 +27%
EWM
1671
Edge Wealth Management
New York
$2.69M -$224K -590 -8%
TSWM
1672
Tyler-Stone Wealth Management
Ohio
$2.68M +$52K +136 +2%
PA
1673
Perennial Advisors
New York
$2.67M -$100K -262 -4%
EE
1674
EWG Elevate
California
$2.67M -$4.24M -11,086 -61%
RIA
1675
Realta Investment Advisors
Delaware
$2.67M +$364K +951 +16%