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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 %
EWA
1826
EverSource Wealth Advisors
Alabama
$2.16M +$1.16M +3,038 +117%
BWA
1827
Beam Wealth Advisors
Louisiana
$2.15M -$175K -457 -8%
VWA
1828
Visionary Wealth Advisors
Illinois
$2.15M +$134K +351 +7%
VFP
1829
Verus Financial Partners
Virginia
$2.15M -$101K -248 -4%
MFGM
1830
Marshall Financial Group (Maryland)
Maryland
$2.14M +$1.37M +3,583 +178%
SN
1831
Sittner & Nelson
Oregon
$2.14M
AAMC
1832
Asset Allocation & Management Company
Illinois
$2.14M
LFS
1833
Legacy Financial Strategies
Kansas
$2.14M +$61.2K +160 +3%
FNB
1834
Farmers National Bank
Kentucky
$2.13M +$1.06M +2,766 +99%
RC
1835
Rovin Capital
Arizona
$2.13M -$137K -359 -6%
HNWAG
1836
High Net Worth Advisory Group
Florida
$2.12M +$35.9K +94 +2%
RSVP
1837
Ramsay Stattman Vela & Price
Colorado
$2.12M -$73.4K -192 -3%
CCS
1838
Concentric Capital Strategies
Connecticut
$2.11M +$1.78M +4,658 +550%
GPCM
1839
Granite Point Capital Management
Massachusetts
$2.1M
EFI
1840
EHP Funds Inc
Canada
$2.1M +$1.11M +2,900 +112%
LMKC
1841
L.M. Kohn & Company
Ohio
$2.09M +$382 +1 +0%
EAM
1842
Empirical Asset Management
Massachusetts
$2.09M +$720K +1,893 +53%
TW
1843
Towerpoint Wealth
California
$2.09M +$20.3K +53 +1%
TLP
1844
Trinity Legacy Partners
Texas
$2.08M -$1.12M -2,921 -35%
MC
1845
Middleton & Co
Massachusetts
$2.08M -$59.3K -155 -3%
ESB
1846
Essex Savings Bank
Connecticut
$2.08M +$113K +295 +6%
MAM
1847
Marquette Asset Management
Minnesota
$2.08M -$1.31M -3,427 -39%
LWM
1848
LJI Wealth Management
Indiana
$2.08M +$2.08M +5,434 New
RCM
1849
Raleigh Capital Management
North Carolina
$2.08M +$923K +2,413 +80%
SWA
1850
SOA Wealth Advisors
New York
$2.08M -$82.6K -216 -4%