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SPDR S&P 500 ETF Trust

3,079 hedge funds and large institutions have $205B invested in SPDR S&P 500 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,285 increasing their positions, 1,248 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,079
Holders Change
-40
Holders Change %
-1.28%
% of All Funds
52.06%
Holding in Top 10
848
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-5.78%
% of All Funds
14.34%
New
183
Increased
1,285
Reduced
1,248
Closed
185
Calls
$172B
Puts
$285B
Net Calls
-$113B
Net Calls Change
+$139B
Name Holding Trade Value Shares
Change
Shares
Change %
PNAA
2001
Pictet North America Advisors
Switzerland
$1.29M
HA
2002
HC Advisors
Georgia
$1.29M
ACM
2003
AlphaStar Capital Management
North Carolina
$1.28M -$1.85M -4,900 -59%
HWM
2004
Hemington Wealth Management
Virginia
$1.28M -$569K -1,508 -31%
LJAC
2005
L.J. Altfest & Co
New York
$1.28M +$40.8K +108 +3%
CWM
2006
Cranbrook Wealth Management
Michigan
$1.28M -$4.15K -11 -0.3%
VCM
2007
Violich Capital Management
California
$1.28M
IAS
2008
Investment Advisory Services
Texas
$1.28M +$170K +450 +15%
CCP
2009
Clarkston Capital Partners
Michigan
$1.27M +$67.2K +178 +6%
PWG
2010
Private Wealth Group
Florida
$1.27M
POIA
2011
Pin Oak Investment Advisors
Texas
$1.27M +$67.2K +178 +6%
MWM
2012
Maltin Wealth Management
New Jersey
$1.27M +$144K +383 +13%
AC
2013
Armistice Capital
New York
$1.26M +$1.26M +33,500 New
HNWA
2014
Henrickson Nauta Wealth Advisors
Michigan
$1.26M
DWA
2015
Douglass Winthrop Advisors
New York
$1.26M +$1.03M +2,722 +441%
MAM
2016
Meeder Asset Management
Ohio
$1.26M +$8.68K +23 +0.7%
EWM
2017
Endurance Wealth Management
Rhode Island
$1.25M +$37K +98 +3%
SIAP
2018
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.25M +$42.2K +112 +3%
IWP
2019
Innova Wealth Partners
Pennsylvania
$1.25M -$2.6M -6,877 -67%
CWA
2020
Consilio Wealth Advisors
Washington
$1.25M -$39.6K -105 -3%
WIC
2021
WealthBridge Investment Counsel
Alberta, Canada
$1.25M +$88.7K +235 +8%
CWM
2022
Castle Wealth Management
Florida
$1.25M +$1.25M +3,306 New
CWA
2023
Choice Wealth Advisors
Maine
$1.25M +$1.25M +3,318 New
VBFP
2024
Valtinson Bruner Financial Planning
Minnesota
$1.25M +$425K +1,127 +52%
HPA
2025
High Probability Advisors
New York
$1.25M -$203K -538 -14%