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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 %
JWS
2001
Juncture Wealth Strategies
Arizona
$1.64M -$1.54M -4,038 -48%
APW
2002
Austin Private Wealth
Texas
$1.64M +$874K +2,286 +114%
RW
2003
Reframe Wealth
Virginia
$1.64M +$1.64M +4,283 New
CDIA
2004
Capital Directions Investment Advisors
Georgia
$1.64M +$1.64M +4,283 New
HDIM
2005
Hanson & Doremus Investment Management
Vermont
$1.64M +$373K +976 +30%
KPWG
2006
KFA Private Wealth Group
Virginia
$1.63M -$105K -274 -6%
PNAA
2007
Pictet North America Advisors
Switzerland
$1.63M +$322K +841 +25%
FMTCOCP
2008
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.63M -$132K -345 -7%
CAL
2009
Capital Analysts LLC
Pennsylvania
$1.63M +$248K +649 +18%
BSI
2010
Bennett Selby Investments
Maine
$1.63M +$88.7K +232 +6%
GP
2011
Girard Partners
Pennsylvania
$1.62M
MPW
2012
MA Private Wealth
California
$1.62M +$371K +971 +30%
ACP
2013
Aviance Capital Partners
Florida
$1.62M +$158K +414 +11%
TCM
2014
Tufton Capital Management
Maryland
$1.62M -$34.8K -91 -2%
AWP
2015
Ascent Wealth Partners
New York
$1.62M -$10M -26,244 -86%
BAMG
2016
Brand Asset Management Group
Missouri
$1.61M +$35.2K +92 +2%
CSS
2017
Cubist Systematic Strategies
Connecticut
$1.61M +$1.61M +4,210 New
PGAM
2018
Princeton Global Asset Management
New Jersey
$1.61M +$1.4M +3,672 +684%
PFT
2019
Providence First Trust
Arizona
$1.61M +$27.2K +71 +2%
WCM
2020
Wunderlich Capital Managemnt
Tennessee
$1.61M +$55.1K +144 +4%
SHWM
2021
Silicon Hills Wealth Management
Texas
$1.61M -$213K -557 -12%
RWA
2022
Roberts Wealth Advisors
California
$1.61M
ERIC
2023
Eagle Rock Investment Company
Georgia
$1.6M -$1.58K -4 -0.1%
WIC
2024
Woodmont Investment Counsel
Tennessee
$1.6M +$224K +585 +16%
OW
2025
Olistico Wealth
Oklahoma
$1.6M +$1.6M +4,178 New