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SPDR S&P 500 ETF Trust

3,119 hedge funds and large institutions have $271B invested in SPDR S&P 500 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,284 increasing their positions, 1,280 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,119
Holders Change
-35
Holders Change %
-1.11%
% of All Funds
49.36%
Holding in Top 10
900
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.64%
% of All Funds
14.24%
New
176
Increased
1,284
Reduced
1,280
Closed
167
Calls
$146B
Puts
$397B
Net Calls
-$252B
Net Calls Change
-$51.6B
Name Holding Trade Value Shares
Change
Shares
Change %
FA
2601
Fountainhead AM
New Jersey
$532K -$1.81K -4 -0.3%
LWM
2602
Liberty Wealth Management
California
$532K +$532K +1,179 New
BWA
2603
Bordeaux Wealth Advisors
California
$531K +$8.59K +19 +2%
BAM
2604
Bellevue Asset Management
Washington
$528K +$457 +1 +0.1%
JAM
2605
JCIC Asset Management
Ontario, Canada
$526K
OC
2606
Oarsman Capital
Wisconsin
$525K
AIA
2607
Arbor Investment Advisors
North Carolina
$524K
OWM
2608
Orgel Wealth Management
Wisconsin
$524K +$74.5K +165 +17%
TC
2609
Trust Company
Kansas
$523K -$74.5K -165 -12%
VFIC
2610
Valley Forge Investment Consultants
Pennsylvania
$523K
MWA
2611
MFA Wealth Advisors
Pennsylvania
$521K -$292K -647 -36%
CP
2612
Camelot Portfolios
Ohio
$520K -$1.65M -3,650 -76%
HP
2613
HT Partners
Connecticut
$519K
PCM
2614
Princeton Capital Management
New Jersey
$517K -$238K -526 -31%
MAG
2615
MRA Advisory Group
New Jersey
$517K -$189K -418 -27%
OCM
2616
Orleans Capital Management
Louisiana
$517K -$58.8K -130 -10%
KSCM
2617
Key Square Capital Management
Connecticut
$517K +$517K +1,144 New
JIM
2618
JCP Investment Management
Texas
$513K
IWA
2619
IVC Wealth Advisors
Pennsylvania
$511K
FNFDCM
2620
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$509K
CCM
2621
Cox Capital Management
Massachusetts
$509K
KCM
2622
Karp Capital Management
California
$508K -$94.4K -209 -16%
LCOV
2623
London Company of Virginia
Virginia
$507K -$786K -1,741 -61%
PMG
2624
Private Management Group
California
$506K -$9.04K -20 -2%
LAIC
2625
Lederer & Associates Investment Counsel
California
$506K