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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 %
DI
2726
Diligent Investors
California
$460K +$460K +968 New
KFI
2727
Key Financial Inc
Pennsylvania
$459K -$33.3K -70 -7%
BMD
2728
Better Money Decisions
New Mexico
$459K +$23.7K +50 +5%
AHC
2729
Adell Harriman & Carpenter
Texas
$459K -$7.12K -15 -2%
BWCS
2730
Beirne Wealth Consulting Services
Connecticut
$458K
BTIM
2731
BancFirst Trust & Investment Management
Oklahoma
$458K +$458K +964 New
GWANC
2732
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K +$458K +965 New
MIA
2733
MainStreet Investment Advisors
Illinois
$457K
BZWA
2734
Blue Zone Wealth Advisors
California
$457K +$457K +963 New
EL
2735
Essex LLC
Illinois
$456K
EA
2736
Eclectic Associates
California
$456K +$233K +490 +104%
AFM
2737
Abbot Financial Management
Massachusetts
$455K
KFSC
2738
Keystone Financial Services (Colorado)
Colorado
$455K +$455K +958 New
PP
2739
PrairieView Partners
Minnesota
$454K +$107K +225 +31%
S
2740
SimplyRich
California
$452K
GCM
2741
Gables Capital Management
Florida
$449K
GA
2742
Greytown Advisors
Florida
$449K +$24.3K +51 +6%
RWG
2743
Regal Wealth Group
California
$448K +$1.43K +3 +0.3%
MWM
2744
Mattern Wealth Management
Kansas
$443K
B
2745
Barings
North Carolina
$441K
NWM
2746
Nauset Wealth Management
Connecticut
$440K +$440K +925 New
RWM
2747
Rezny Wealth Management
Florida
$439K
FLA
2748
Financial Life Advisors
Texas
$439K +$131K +275 +42%
CWM
2749
Cedar Wealth Management
California
$437K -$7.13K -15 -2%
CP
2750
Corbenic Partners
Pennsylvania
$435K +$954 +2 +0.2%