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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 %
MIG
2376
McGuire Investment Group
Rhode Island
$883K
FIM
2377
Fernwood Investment Management
Massachusetts
$883K +$115K +300 +15%
BAM
2378
Bosun Asset Management
Illinois
$880K
BAMCO Inc
2379
BAMCO Inc
New York
$878K +$878K +2,295 New
UF
2380
Univest Financial
Pennsylvania
$877K
PCA
2381
Providence Capital Advisors
North Carolina
$877K +$61.9K +161 +8%
PL
2382
Parthenon LLC
Kentucky
$869K
4WM
2383
4J Wealth Management
Virginia
$868K +$4.21K +11 +0.5%
SWM
2384
Sugarloaf Wealth Management
Georgia
$867K -$57.8K -151 -6%
SPWG
2385
Syntegra Private Wealth Group
Missouri
$865K +$865K +2,263 New
CWA
2386
Consilium Wealth Advisory
Texas
$863K +$265K +694 +44%
VIA
2387
Vickerman Investment Advisors
Washington
$862K +$16.4K +43 +2%
FCFS
2388
First Command Financial Services
Texas
$860K +$171K +446 +25%
FCB
2389
First Command Bank
Texas
$860K +$171K +446 +25%
NIM
2390
Northeast Investment Management
Massachusetts
$858K +$104K +273 +14%
ML
2391
Mayport LLC
Massachusetts
$857K
TAM
2392
Townsend Asset Management
North Carolina
$854K -$61.2K -160 -7%
AWA
2393
Artemis Wealth Advisors
New York
$853K -$213K -556 -20%
AWAG
2394
ARS Wealth Advisors Group
Florida
$852K +$114K +299 +15%
AIA
2395
Armor Investment Advisors
North Carolina
$852K +$373K +975 +78%
LRIC
2396
Long Road Investment Counsel
Michigan
$849K +$11.5K +30 +1%
BWM
2397
Boyd Wealth Management
California
$842K +$37.9K +99 +5%
TGAM
2398
TBH Global Asset Management
Tennessee
$841K +$98.7K +258 +13%
VCS
2399
Vaughan & Co Securities
New Jersey
$840K +$536K +1,402 +176%
KFP
2400
KB Financial Partners
New Jersey
$840K -$20.3K -53 -2%