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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 %
BC
1801
Barrett & Company
Rhode Island
$1.73M +$1.73M +4,511 New
FA
1802
FDx Advisors
Illinois
$1.72M +$723K +2,024 +72%
ECG
1803
EPIQ Capital Group
California
$1.72M +$40.6K +113 +2%
LWA
1804
LWS Wealth Advisors
New Jersey
$1.72M -$485K -1,359 -22%
BWL
1805
Beacon Wealthcare LLC
North Carolina
$1.72M +$1.2M +3,373 +235%
MMPW
1806
Mitchell McLeod Pugh & Williams
Alabama
$1.72M +$410K +1,147 +31%
W
1807
Wealthquest
Ohio
$1.71M -$98.2K -275 -5%
WLIM
1808
White Lighthouse Investment Management
Massachusetts
$1.71M +$98.2K +275 +6%
LDB
1809
Lee, Danner & Bass
Tennessee
$1.71M +$398K +1,113 +30%
SHWM
1810
Silicon Hills Wealth Management
Texas
$1.7M -$436K -1,221 -20%
GC
1811
Giverny Capital
Quebec, Canada
$1.7M -$3.22K -9 -0.2%
LPT
1812
Legacy Private Trust
Wisconsin
$1.69M +$50.4K +141 +3%
HIS
1813
Horizon Investment Services
Indiana
$1.69M +$90.7K +254 +6%
JIR
1814
James Investment Research
Ohio
$1.67M +$1.79K +5 +0.1%
HWM
1815
Horizon Wealth Management
Illinois
$1.67M +$129K +362 +8%
NR
1816
Newfound Research
Massachusetts
$1.67M -$1.59M -4,441 -49%
BSA
1817
Bull Street Advisors
Georgia
$1.67M
SIA
1818
SeaBridge Investment Advisors
New Jersey
$1.66M
WAS
1819
Winch Advisory Services
Wisconsin
$1.66M +$1.07K +3 +0.1%
EGA
1820
Eagle Global Advisors
Texas
$1.66M +$55.4K +155 +3%
CQS
1821
Credential Qtrade Securities
$1.66M +$70.7K +198 +4%
GCA
1822
Greenwood Capital Associates
South Carolina
$1.66M +$1.41M +3,958 +576%
CCB
1823
Cutter & Co Brokerage
Missouri
$1.66M +$98.2K +275 +6%
HC
1824
Hamilton Capital
Ohio
$1.65M -$43.2K -121 -3%
MA
1825
McBroom & Associates
Nevada
$1.65M -$106K -296 -6%