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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 %
TC
1726
Trilogy Capital
California
$2.44M +$1.74M +4,546 +247%
UCIG
1727
Ulrich Consultants & Investment Group
New Mexico
$2.44M +$183K +479 +8%
SWM
1728
Selective Wealth Management
Virginia
$2.44M +$315K +795 +15%
BA
1729
BCM Advisors
Louisiana
$2.44M +$11.4K +29 +0.5%
AF
1730
Aldebaran Financial
$2.44M -$30.6K -80 -1%
HCMT
1731
Highland Capital Management (Tennessee)
Tennessee
$2.44M -$6.12K -16 -0.3%
FA
1732
FDx Advisors
Illinois
$2.43M +$583K +1,525 +32%
DP
1733
DDD Partners
Washington
$2.43M +$245K +641 +11%
CPW
1734
Catalyst Private Wealth
California
$2.43M +$339K +886 +16%
ECAM
1735
East Coast Asset Management
Massachusetts
$2.42M
PNC
1736
Park National Corp
Ohio
$2.42M +$2.42M +6,330 New
SFG
1737
Sterling Financial Group
California
$2.42M +$2.42M +6,328 New
ZCI
1738
Zevenbergen Capital Investments
Washington
$2.42M +$900K +2,353 +59%
CAAS
1739
Capital Asset Advisory Services
Michigan
$2.41M -$3.82K -10 -0.2%
WG
1740
Welch Group
Alabama
$2.41M +$2.41M +6,293 New
MIAS
1741
Mason Investment Advisory Services
Virginia
$2.4M +$27.5K +72 +1%
SIC
1742
Sterling Investment Counsel
New York
$2.4M
CFA
1743
Cahill Financial Advisors
Minnesota
$2.4M +$306K +800 +15%
APG
1744
Abacus Planning Group
South Carolina
$2.4M -$169K -441 -7%
PAM
1745
PVG Asset Management
Colorado
$2.39M +$2.39M +6,249 New
FFP
1746
Forbes Financial Planning
Rhode Island
$2.38M
ME
1747
McIlrath & Eck
Washington
$2.38M -$31.7K -83 -1%
UWM
1748
USAdvisors Wealth Management
Minnesota
$2.38M +$233K +610 +11%
CFFP
1749
Center for Financial Planning
Michigan
$2.38M -$2.09M -5,454 -47%
LBC
1750
Lawrence B. Cohen
$2.38M +$115K +302 +5%