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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 %
PWG
1926
Private Wealth Group
Florida
$1.86M +$514K +1,344 +38%
BWS
1927
BCR Wealth Strategies
Alabama
$1.86M
CPC
1928
Congress Park Capital
New York
$1.85M +$555K +1,450 +43%
IWA
1929
Inspirion Wealth Advisors
Illinois
$1.85M -$95.6K -250 -5%
PAM
1930
Peninsula Asset Management
Florida
$1.85M +$397K +1,037 +27%
HR
1931
Hardy Reed
Mississippi
$1.85M
CPC
1932
Consolidated Planning Corp
Georgia
$1.85M -$4.99M -13,050 -73%
TI
1933
Tidal Investments
Wisconsin
$1.85M -$21.8K -57 -1%
W
1934
Wealthquest
Ohio
$1.85M +$11.9K +31 +0.6%
IWP
1935
Innova Wealth Partners
Pennsylvania
$1.85M +$799K +2,090 +76%
AAM
1936
Augustine Asset Management
Florida
$1.84M +$1.84M +4,822 New
DGAM
1937
Desjardins Global Asset Management
Quebec, Canada
$1.84M -$123K -321 -6%
SWAG
1938
Spectrum Wealth Advisory Group
California
$1.84M -$89.1K -233 -5%
SC
1939
Searle & Co
Connecticut
$1.84M +$191K +500 +12%
Capital Research Global Investors
1940
Capital Research Global Investors
California
$1.84M +$929K +2,424 +103%
RMA
1941
Roffman Miller Associates
Pennsylvania
$1.83M +$224K +586 +14%
NI
1942
Noked Israel
Israel
$1.83M -$618K -1,615 -25%
GC
1943
Giverny Capital
Quebec, Canada
$1.82M
SWP
1944
Strategic Wealth Partners
Ohio
$1.82M -$11.8M -30,741 -87%
NAG
1945
Northstar Advisory Group
New Jersey
$1.8M +$1.18M +3,087 +190%
AAS
1946
Asset Allocation Strategies
Michigan
$1.8M +$1.8M +4,713 New
MA
1947
Modus Advisors
Minnesota
$1.8M -$2.98M -7,784 -62%
HIS
1948
Horizon Investment Services
Indiana
$1.8M -$9.95K -26 -0.6%
GWA
1949
Geometric Wealth Advisors
District of Columbia
$1.8M +$750K +1,962 +72%
BSSFA
1950
Baron Silver Stevens Financial Advisors
Florida
$1.79M +$1.79M +4,683 New