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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 %
JF
2026
JSF Financial
California
$1.6M -$104K -271 -6%
NA
2027
Nottingham Advisors
New York
$1.59M +$42.1K +110 +3%
MCM
2028
Morton Capital Management
California
$1.59M -$84.1K -220 -5%
IDA
2029
Intelligence Driven Advisers
California
$1.59M -$2M -5,143 -56%
WA
2030
Wambolt & Associates
Colorado
$1.59M +$75.7K +198 +5%
HCA
2031
Horan Capital Advisors
Ohio
$1.58M +$4.59K +12 +0.3%
LJHT
2032
Laurie J. Hall Trustee
$1.58M +$80.7K +211 +5%
CSB
2033
City State Bank
Iowa
$1.58M -$59.3K -155 -4%
FPFS
2034
First Personal Financial Services
North Carolina
$1.58M +$108K +283 +7%
PTC
2035
Philadelphia Trust Company
Pennsylvania
$1.58M +$440K +1,152 +39%
FFG
2036
Ford Financial Group
California
$1.57M +$252K +658 +19%
OA
2037
Oxbow Advisors
Texas
$1.57M
EFH
2038
Eaton Financial Holdings
Florida
$1.57M +$1.57M +4,097 New
HG
2039
Herbst Group
Connecticut
$1.55M -$1.15K -3 -0.1%
DIA
2040
Davidson Investment Advisors
Montana
$1.55M +$786K +2,056 +103%
CCP
2041
Clarkston Capital Partners
Michigan
$1.55M -$1.15M -2,999 -43%
QPW
2042
Quantum Private Wealth
Florida
$1.54M -$2.68K -7 -0.2%
TWP
2043
Tempus Wealth Planning
California
$1.54M -$36.7K -96 -2%
NWMG
2044
National Wealth Management Group
Ohio
$1.54M +$369K +964 +31%
LA
2045
Lifeworks Advisors
Michigan
$1.54M +$48.6K +127 +3%
HPA
2046
High Probability Advisors
New York
$1.54M +$53.5K +140 +4%
MLFP
2047
MPS Loria Financial Planners
Illinois
$1.53M -$7.43M -19,415 -83%
HL
2048
HeadInvest LLC
Maine
$1.53M +$36.7K +96 +2%
CA
2049
Continuum Advisory
Idaho
$1.53M +$106K +371 +7%
AFGAS
2050
Allegiance Financial Group Advisory Services
Virginia
$1.52M +$1.52M +3,983 New