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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 %
FMTC
1951
Farmers & Merchants Trust Company
California
$1.36M +$57.9K +162 +4%
SCM
1952
Spring Capital Management
Texas
$1.35M
LF
1953
Lantz Financial
Illinois
$1.35M +$326K +913 +32%
SCG
1954
Sonata Capital Group
Washington
$1.35M -$25.7K -72 -2%
SSWM
1955
Sheets Smith Wealth Management
North Carolina
$1.35M +$2.86K +8 +0.2%
AG
1956
Ascent Group
Virginia
$1.35M -$124K -322 -8%
BDF
1957
Black Diamond Financial
Maryland
$1.35M -$8.22K -23 -0.6%
FRA
1958
Front Row Advisors
California
$1.34M +$78.9K +220 +6%
CSA
1959
Cottage Street Advisors
Massachusetts
$1.34M +$31.1K +87 +2%
BWM
1960
BCS Wealth Management
Tennessee
$1.33M +$37.5K +105 +3%
EP
1961
Eudaimonia Partners
Tennessee
$1.33M -$83.2K -233 -6%
BAM
1962
Banta Asset Management
California
$1.33M
EWM
1963
Elite Wealth Management
Washington
$1.33M -$57.5K -161 -4%
SFG
1964
Sage Financial Group
Pennsylvania
$1.32M +$18.2K +51 +1%
BONST
1965
Bank of Nova Scotia Trust
Ontario, Canada
$1.32M +$1.79K +5 +0.1%
FA
1966
Fermata Advisors
California
$1.32M +$176K +492 +15%
LIG
1967
Lokken Investment Group
Delaware
$1.32M -$89.7K -251 -6%
AUB
1968
Atlantic Union Bankshares
Virginia
$1.32M -$71.1K -199 -5%
PAMG
1969
Patton Albertson Miller Group
Tennessee
$1.32M -$35.4K -99 -3%
CWA
1970
Consilio Wealth Advisors
Washington
$1.31M +$126K +354 +11%
RWA
1971
RGT Wealth Advisors
Texas
$1.31M +$509K +1,425 +64%
SIP
1972
Stoneridge Investment Partners
Pennsylvania
$1.31M -$53.6K -150 -4%
MWM
1973
Maltin Wealth Management
New Jersey
$1.31M +$111K +312 +9%
CCG
1974
Coastwise Capital Group
California
$1.31M -$1.64M -4,593 -56%
OAM
1975
Oberweis Asset Management
Illinois
$1.3M +$3.93K +11 +0.3%