SPY icon

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 %
PCI
2726
Planning Center Inc
Illinois
$427K +$9.03K +20 +2%
TDWM
2727
Topel & Distasi Wealth Management
California
$425K +$42.5K +94 +11%
BMC
2728
Beaton Management Company
Massachusetts
$424K +$158K +349 +59%
HFG
2729
Heron Financial Group
New York
$424K +$424K +939 New
PCM
2730
Piedmont Capital Management
Montana
$421K +$4.1K +9 +1%
LWMNY
2731
Landmark Wealth Management (New York)
New York
$421K +$421K +1,860 New
FC
2732
Fulcrum Capital
Washington
$420K -$43.4K -96 -9%
CWM
2733
Curi Wealth Management
North Carolina
$420K +$383K +849 +1,035%
UCB
2734
United Community Bank
South Carolina
$420K -$45.2K -100 -10%
FA
2735
FDx Advisors
Illinois
$418K -$263K -583 -39%
FLA
2736
Financial Life Advisors
Texas
$418K
RCA
2737
Roberts Capital Advisors
Colorado
$418K +$37K +82 +10%
JSAM
2738
J. Safra Asset Management
New York
$417K -$451K -204,107 -52%
RWM
2739
Rezny Wealth Management
Florida
$417K
WC
2740
Whitney & Co
New York
$416K -$36.2K -80 -8%
RWG
2741
Regal Wealth Group
California
$416K +$1.32K +3 +0.3%
DL
2742
DOHJ LLC
Washington
$416K +$37K +82 +10%
RW
2743
RVW Wealth
California
$415K -$407K -901 -50%
SA
2744
Stewardship Advisors
Pennsylvania
$415K +$1.36K +3 +0.3%
AHC
2745
Adell Harriman & Carpenter
Texas
$414K -$22.6K -50 -5%
JWM
2746
JGP Wealth Management
Oregon
$410K +$86.5K +193 +27%
DA
2747
Dash Acquisitions
California
$409K -$262K -580 -39%
SCM
2748
Stonehearth Capital Management
Massachusetts
$409K
CCM
2749
Cutler Capital Management
Massachusetts
$408K -$2.26K -5 -0.6%
OWA
2750
One Wealth Advisors
California
$406K -$62.3K -138 -13%