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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 %
9WM
2001
9258 Wealth Management
Ohio
$1.26M +$19.6K +55 +2%
PWG
2002
Private Wealth Group
Florida
$1.25M +$48.6K +136 +4%
CBT
2003
CoreFirst Bank & Trust
Kansas
$1.25M
HCM
2004
Hutchinson Capital Management
California
$1.25M
FMLI
2005
Fukoku Mutual Life Insurance
Japan
$1.25M +$1.25M +3,500 New
POIA
2006
Pin Oak Investment Advisors
Texas
$1.25M +$43.6K +122 +4%
PFA
2007
Plotkin Financial Advisors
Maryland
$1.25M +$310K +869 +33%
RCC
2008
Red Cedar Capital
Nebraska
$1.24M +$11.4K +32 +0.9%
LNWTC
2009
Laird Norton Wetherby Trust Company
Washington
$1.24M -$3.59M -10,000 -74%
MPW
2010
MA Private Wealth
California
$1.24M +$9.85K +26 +0.8%
NG
2011
Northstar Group
New York
$1.23M
FFG
2012
Ford Financial Group
California
$1.23M -$2.29M -6,398 -65%
EWM
2013
EPG Wealth Management
Georgia
$1.23M -$1.43K -4 -0.1%
PNAA
2014
Pictet North America Advisors
Switzerland
$1.22M
SWM
2015
Shakespeare Wealth Management
Wisconsin
$1.22M +$160K +447 +15%
HA
2016
HC Advisors
Georgia
$1.22M +$1.07K +3 +0.1%
AFS
2017
Annapolis Financial Services
Maryland
$1.22M +$72.1K +202 +6%
IIC
2018
Ironwood Investment Counsel
Arizona
$1.22M -$200K -559 -14%
PFGIA
2019
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M -$76.1K -213 -6%
BWM
2020
BerganKDV Wealth Management
Minnesota
$1.22M -$30K -84 -2%
ST
2021
Sabal Trust
Florida
$1.21M -$431K -1,205 -26%
HWM
2022
Hemington Wealth Management
Virginia
$1.21M -$1.79K -5 -0.1%
CPC
2023
Congress Park Capital
New York
$1.21M +$214K +600 +21%
CWM
2024
Cranbrook Wealth Management
Michigan
$1.21M
RFA
2025
RTD Financial Advisors
Pennsylvania
$1.21M -$107K -300 -8%