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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 %
LWM
1776
Lionsbridge Wealth Management
Florida
$2.3M +$2.3M +6,004 New
MAM
1777
Moelis Asset Management
New York
$2.29M +$2.29M +6,000 New
BC
1778
Burney Company
Virginia
$2.29M -$37.1K -97 -2%
NSAM
1779
North Star Asset Management
Wisconsin
$2.29M +$25.6K +67 +1%
FP
1780
Financial Perspectives
Minnesota
$2.29M +$27.9K +73 +1%
CPFP
1781
Clear Perspectives Financial Planning
Ohio
$2.29M -$63.9K -167 -3%
BF
1782
Blankinship & Foster
California
$2.28M +$1.53K +4 +0.1%
FWM
1783
Fairhaven Wealth Management
Illinois
$2.28M +$16.8K +44 +0.7%
WAL
1784
W Advisors LLC
Tennessee
$2.28M +$382 +1 +0%
ECG
1785
EPIQ Capital Group
California
$2.28M +$435K +1,132 +24%
BCM
1786
BlueCrest Capital Management
Jersey
$2.28M -$30.5M -79,864 -93%
BFA
1787
Beacon Financial Advisory
Ohio
$2.27M -$296K -775 -12%
LGWM
1788
Litman Gregory Wealth Management
California
$2.27M -$27.9K -73 -1%
WJA
1789
Willis Johnson & Associates
Texas
$2.27M -$150K -393 -6%
TVAMP
1790
Tennessee Valley Asset Management Partners
Tennessee
$2.27M -$210K -549 -8%
ATPW
1791
Ashton Thomas Private Wealth
Arizona
$2.27M +$15.3K +40 +0.7%
CPSAC
1792
Chas P. Smith & Associates (CPS)
Florida
$2.27M +$182K +476 +9%
T. Rowe Price Associates
1793
T. Rowe Price Associates
Maryland
$2.26M +$192K +503 +9%
OFG
1794
Omega Financial Group
California
$2.26M -$981K -2,566 -30%
IA
1795
Insight Advisors
Pennsylvania
$2.26M -$67K -176 -3%
OFW
1796
Omnia Family Wealth
Florida
$2.26M
PAMG
1797
Patton Albertson Miller Group
Tennessee
$2.25M +$844K +2,207 +60%
LG
1798
LaFleur & Godfrey
Michigan
$2.25M +$100K +262 +5%
THL
1799
Tillman Hartley LLC
Colorado
$2.24M +$2.24M +5,851 New
KM
1800
Kalos Management
Georgia
$2.23M -$410K -1,072 -16%