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SPDR S&P 500 ETF Trust

3,154 hedge funds and large institutions have $289B invested in SPDR S&P 500 ETF Trust in 2021 Q4 according to their latest regulatory filings, with 552 funds opening new positions, 1,213 increasing their positions, 1,058 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,154
Holders Change
+421
Holders Change %
+15.4%
% of All Funds
48.71%
Holding in Top 10
915
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+18.52%
% of All Funds
14.13%
New
552
Increased
1,213
Reduced
1,058
Closed
85
Calls
$171B
Puts
$371B
Net Calls
-$200B
Net Calls Change
-$9.7B
Name Holding Trade Value Shares
Change
Shares
Change %
CFN
2551
Cordasco Financial Network
Florida
$635K -$102K -215 -14%
IWS
2552
Insight Wealth Strategies
California
$634K -$503K -1,059 -44%
KCM
2553
Karp Capital Management
California
$634K +$9.03K +19 +1%
AWM
2554
Accurate Wealth Management
Florida
$634K +$76.2K +166 +14%
EI
2555
Ethic Inc
New York
$634K +$634K +1,334 New
AIS
2556
AM Investment Strategies
Tennessee
$634K +$634K +1,335 New
BFA
2557
Bluestem Financial Advisors
Illinois
$633K
FWP
2558
Falcon Wealth Planning
California
$632K
MFT
2559
Moisand Fitzgerald Tamayo
Florida
$630K -$1.9K -4 -0.3%
HFA
2560
HC Financial Advisors
California
$628K
TC
2561
Trust Company
Kansas
$628K +$11.4K +24 +2%
CASB
2562
Cape Ann Savings Bank
Massachusetts
$625K
TWM
2563
Trevian Wealth Management
Massachusetts
$625K +$625K +1,316 New
HCA
2564
Hyperion Capital Advisors
New York
$619K
RF
2565
Resolute Financial
Massachusetts
$618K +$618K +1,302 New
HCM
2566
Hall Capital Management
Rhode Island
$617K
GCA
2567
Gradient Capital Advisors
California
$616K -$94.1K -198 -13%
CNAM
2568
Campbell Newman Asset Management
Wisconsin
$613K +$613K +1,290 New
WWM
2569
Wiser Wealth Management
Georgia
$612K +$1.42K +3 +0.2%
SIM
2570
Sadoff Investment Management
Wisconsin
$612K +$94.5K +199 +18%
GWA
2571
GGM Wealth Advisors
Maryland
$612K +$202K +431 +49%
NEWAS
2572
N.E.W. Advisory Services
Wisconsin
$611K -$45.2K -95 -7%
GGS
2573
Galvin Gaustad & Stein
Arizona
$609K -$475 -1 -0.1%
LIA
2574
LS Investment Advisors
Michigan
$608K -$1.71M -3,593 -74%
AIM
2575
Arcadia Investment Management
Michigan
$607K -$221K -465 -27%