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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 %
CWM
2351
Curi Wealth Management
North Carolina
$676K +$318K +890 +89%
MSR
2352
Main Street Research
Connecticut
$673K +$459K +1,284 +214%
ETS
2353
ESL Trust Services
New York
$671K
GWCM
2354
Godshalk Welsh Capital Management
Pennsylvania
$670K
DWM
2355
Dorchester Wealth Management
Quebec, Canada
$670K +$6.43K +18 +1%
KNW
2356
Kesler Norman & Wride
Utah
$669K +$284K +796 +74%
NEWAS
2357
N.E.W. Advisory Services
Wisconsin
$668K +$245K +685 +58%
CWM
2358
Chemistry Wealth Management
New York
$667K +$41.1K +115 +7%
LSA
2359
Lion Street Advisors
Texas
$666K +$400K +1,120 +151%
LCM
2360
Liberty Capital Management
Michigan
$660K +$357 +1 +0.1%
DACG
2361
Donor Advised Charitable Giving
California
$659K
Mitsubishi UFJ Trust & Banking
2362
Mitsubishi UFJ Trust & Banking
Japan
$658K +$658K +1,842 New
RWIA
2363
Roger Wittlin Investment Advisory
California
$657K -$424K -1,189 -39%
TC
2364
Trilogy Capital
California
$657K -$302K -845 -31%
DWM
2365
Darwin Wealth Management
Florida
$657K -$8.07K -22 -1%
RCM
2366
Rain Capital Management
Oregon
$657K -$6.78K -19 -1%
RCM
2367
Radnor Capital Management
Pennsylvania
$656K
WA
2368
Wealthstar Advisors
Texas
$655K +$39.9K +111 +6%
HHAA
2369
Henry H. Armstrong Associates
Pennsylvania
$654K +$10.7K +30 +2%
FG
2370
Foster Group
Iowa
$652K -$718K -2,009 -52%
GWA
2371
GGM Wealth Advisors
Maryland
$650K +$117K +305 +22%
SFG
2372
Sather Financial Group
Texas
$648K
MWA
2373
Monograph Wealth Advisors
California
$647K
AR
2374
Advisory Research
Illinois
$647K +$149K +416 +30%
GB
2375
Goepper Burkhardt
South Carolina
$646K