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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 %
SL
2401
Summitry LLC
California
$623K +$623K +1,744 New
FMN
2402
Financial Management Network
California
$622K +$42.7K +113 +7%
NPF
2403
Norris Perne & French
Michigan
$620K
DI
2404
Diligent Investors
California
$620K +$45.7K +128 +8%
HFS
2405
Heritage Financial Services
Massachusetts
$618K -$25K -70 -4%
HCP
2406
Hexagon Capital Partners
Arkansas
$618K
IWA
2407
IBEX Wealth Advisors
New Jersey
$617K -$378K -1,058 -38%
WAM
2408
Weatherly Asset Management
California
$615K -$6.1K -17 -1%
MSA
2409
Marino Stram & Associates
Massachusetts
$614K +$6.08K +17 +1%
CWP
2410
Concord Wealth Partners
Virginia
$612K +$25K +70 +4%
PAG
2411
Powers Advisory Group
Illinois
$610K
SCA
2412
Stonebridge Capital Advisors
Minnesota
$609K -$69.3K -194 -10%
NIM
2413
Nicollet Investment Management
Minnesota
$608K +$715 +2 +0.1%
SGI
2414
Summit Global Investments
Utah
$607K
SAM
2415
Sompo Asset Management
Japan
$607K +$139K +390 +30%
PCM
2416
Passive Capital Management
Maryland
$607K
BPFA
2417
Barnes Pettey Financial Advisors
Mississippi
$606K
LFA
2418
LifeGuide Financial Advisors
Pennsylvania
$605K
TIAM2
2419
Tru Independence Asset Management 2
Oregon
$603K -$93.2K -261 -13%
EPP
2420
ETF Portfolio Partners
Kansas
$601K +$26.8K +75 +5%
SFG
2421
Steward Financial Group
Texas
$601K +$410K +1,150 +215%
FPCG
2422
Fort Pitt Capital Group
Pennsylvania
$600K -$52.5K -147 -8%
MSFP
2423
Mark Sheptoff Financial Planning
Connecticut
$600K +$35.7K +100 +6%
GC
2424
GFG Capital
Florida
$599K +$44.3K +124 +8%
IAMOG
2425
Investors Asset Management of Georgia
Georgia
$597K +$1.43K +4 +0.2%