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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 %
BC
1976
Barrett & Company
Rhode Island
$1.73M
HCM
1977
Hillman Capital Management
Maryland
$1.73M +$1.73M +4,511 New
PFBT
1978
Parkside Financial Bank & Trust
Missouri
$1.72M -$33.3K -87 -2%
CAM
1979
Claret Asset Management
Quebec, Canada
$1.72M +$22.6K +59 +1%
TH
1980
Team Hewins
California
$1.72M +$1.72M +4,469 New
SIMM
1981
Stillwater Investment Management (Minnesota)
Minnesota
$1.72M -$7.27K -19 -0.4%
WF
1982
Warner Financial
Maryland
$1.71M +$5.35K +14 +0.3%
BFIM
1983
Beese Fulmer Investment Management
Ohio
$1.71M +$8.03K +21 +0.5%
CFC
1984
Coyle Financial Counsel
Illinois
$1.71M -$32.1K -84 -2%
AP
1985
Arlington Partners
Alabama
$1.7M
KOC
1986
Koss-Olinger Consulting
Florida
$1.7M
CWM
1987
Cordatus Wealth Management
Pennsylvania
$1.7M +$1.7M +4,447 New
AGAM
1988
Audent Global Asset Management
California
$1.7M -$424K -1,109 -20%
GHA
1989
GW Henssler & Associates
Georgia
$1.69M +$450K +1,177 +36%
CG
1990
Clarus Group
Texas
$1.69M +$670K +1,751 +66%
LDB
1991
Lee, Danner & Bass
Tennessee
$1.68M -$146K -383 -8%
BSB
1992
Bangor Savings Bank
Maine
$1.68M +$52.4K +137 +3%
AWM
1993
Affinity Wealth Management
Delaware
$1.68M -$20.7K -54 -1%
GD
1994
Grandfield & Dodd
New York
$1.68M -$33.3K -87 -2%
WAS
1995
Winch Advisory Services
Wisconsin
$1.67M -$107K -279 -6%
VNA
1996
Valley National Advisers
Pennsylvania
$1.67M -$55K -139 -3%
OWA
1997
Octavia Wealth Advisors
Ohio
$1.67M +$117K +305 +8%
OPWM
1998
Oxinas Partners Wealth Management
Indiana
$1.66M -$247K -645 -13%
WI
1999
Wedgewood Investors
Pennsylvania
$1.66M
HWM
2000
Horizon Wealth Management
Illinois
$1.64M -$147K -384 -8%