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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 %
SAM
1851
Synergy Asset Management
Washington
$1.59M +$479K +1,341 +43%
AP
1852
Arlington Partners
Alabama
$1.59M
AWM
1853
Affinity Wealth Management
Delaware
$1.59M -$52.5K -147 -3%
KOC
1854
Koss-Olinger Consulting
Florida
$1.59M -$35.7K -100 -2%
JF
1855
JSF Financial
California
$1.59M -$570K -1,595 -26%
BFIM
1856
Beese Fulmer Investment Management
Ohio
$1.59M +$140K +393 +10%
CAM
1857
Claret Asset Management
Quebec, Canada
$1.58M -$263K -735 -14%
CA
1858
Cornerstone Advisory
Maryland
$1.58M +$30K +84 +2%
SAG
1859
Spotlight Asset Group
Illinois
$1.58M +$1.58M +4,218 New
MSS
1860
Mitchell Sinkler & Starr
Pennsylvania
$1.58M +$12.5K +35 +0.8%
RWA
1861
Roberts Wealth Advisors
California
$1.58M -$5.6K -15 -0.4%
CL
1862
COWA LLC
Oklahoma
$1.57M -$779K -2,176 -33%
CWM
1863
Cahill Wealth Management
Michigan
$1.57M +$1.57M +4,403 New
MCM
1864
Morton Capital Management
California
$1.56M -$129K -360 -8%
PTC
1865
Petrus Trust Company
Texas
$1.56M
BPM
1866
Bowling Portfolio Management
Ohio
$1.56M -$32.2K -90 -2%
KCFA
1867
Key Client Fiduciary Advisors
New Jersey
$1.55M +$109K +305 +8%
SIMG
1868
Sonora Investment Management Group
Arizona
$1.55M
WI
1869
Wedgewood Investors
Pennsylvania
$1.55M +$48.6K +136 +3%
TCM
1870
Tufton Capital Management
Maryland
$1.54M -$3.57K -10 -0.2%
SC
1871
Searle & Co
Connecticut
$1.54M +$89.3K +250 +6%
CSB
1872
City State Bank
Iowa
$1.53M +$83.6K +234 +6%
AW
1873
ACG Wealth
Georgia
$1.53M -$19.3K -54 -1%
CDIA
1874
Capital Directions Investment Advisors
Georgia
$1.53M -$1.62M -4,283 Closed
EFG
1875
Erickson Financial Group
Pennsylvania
$1.53M +$1.53M +4,271 New