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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 %
SPA
2426
Sentinel Pension Advisors
Massachusetts
$593K +$126K +352 +27%
FC
2427
FCA Corp
Texas
$591K
PWS
2428
Peterson Wealth Services
Utah
$591K +$11.8K +33 +2%
JA
2429
JVL Associates
Michigan
$591K +$116K +324 +24%
PPWM
2430
PFG Private Wealth Management
Florida
$590K +$1.79K +5 +0.3%
IF
2431
Integrity Financial
Wyoming
$589K +$39K +109 +7%
AWM
2432
AllSquare Wealth Management
New York
$587K -$17.9K -50 -3%
EWA
2433
Encompass Wealth Advisors
Oregon
$584K -$13.2K -37 -2%
AAM
2434
Autus Asset Management
Arizona
$582K
NAG
2435
Northstar Advisory Group
New Jersey
$581K -$778K -2,179 -57%
CAM
2436
Cypress Asset Management
Texas
$581K -$5.36K -15 -0.9%
JWM
2437
JFG Wealth Management
Colorado
$580K
ICM
2438
Intrepid Capital Management
Florida
$580K +$580K +1,624 New
DIS
2439
Diversified Investment Strategies
Louisiana
$578K +$96.4K +270 +20%
ZAM
2440
Zevin Asset Management
Massachusetts
$576K
III
2441
Independent Investors Inc
New York
$575K
MPW
2442
Monterey Private Wealth
California
$573K +$89.3K +246 +18%
BCM
2443
Basso Capital Management
Connecticut
$571K -$1.21M -3,400 -68%
CNAM
2444
Campbell Newman Asset Management
Wisconsin
$571K -$300K -841 -34%
ACG
2445
Allen Capital Group
Nebraska
$569K -$154K -432 -21%
BWM
2446
Birchcreek Wealth Management
Ohio
$569K
HWM
2447
HighMark Wealth Management
Minnesota
$566K +$14.5K +41 +3%
WBCM
2448
Wilson & Boucher Capital Management
California
$565K +$12.5K +35 +2%
TFM
2449
TFC Financial Management
Massachusetts
$564K +$714 +2 +0.1%
TPA
2450
Trivium Point Advisory
Connecticut
$562K +$352K +942 +167%