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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 %
SA
2751
Stewardship Advisors
Pennsylvania
$435K +$100K +211 +30%
PCM
2752
Piedmont Capital Management
Montana
$435K +$435K +915 New
ERIM
2753
Eagle Ridge Investment Management
Connecticut
$434K -$78.8K -166 -15%
CCM
2754
Compass Capital Management
Minnesota
$433K -$22.8K -48 -5%
BI
2755
Ballast Inc
Kentucky
$432K +$474 +1 +0.1%
CCM
2756
Cutler Capital Management
Massachusetts
$432K +$23.8K +50 +6%
CSIA
2757
Charles Schwab Investment Advisory
California
$431K -$949 -2 -0.2%
JWM
2758
JFG Wealth Management
Colorado
$430K -$16.2K -34 -4%
SCM
2759
Stonehearth Capital Management
Massachusetts
$430K
GCS
2760
Gordian Capital (Singapore)
Singapore
$429K +$429K +900 New
IMOV
2761
Investment Management of Virginia
Virginia
$428K -$143K -300 -25%
WWP
2762
Waypoint Wealth Partners
California
$428K -$66.4K -140 -13%
BWG
2763
Beta Wealth Group
California
$428K
MC
2764
Martin & Co
Tennessee
$427K
RA
2765
Rise Advisors
New York
$426K +$426K +897 New
BA
2766
Bluesphere Advisors
Pennsylvania
$426K -$475 -1 -0.1%
AL
2767
ADE LLC
Maryland
$426K
SIA
2768
Strategic Investment Advisors
Michigan
$424K +$951 +2 +0.2%
PCI
2769
Planning Center Inc
Illinois
$423K +$423K +926 New
DCM
2770
Decatur Capital Management
Georgia
$422K
SL
2771
Summitry LLC
California
$420K +$420K +885 New
DC
2772
DeDora Capital
California
$418K
SSW
2773
Smith Shellnut Wilson
Mississippi
$417K +$417K +877 New
EA
2774
Eudaimonia Advisors
Tennessee
$417K +$417K +878 New
GWMIA
2775
Global Wealth Management Investment Advisory
Florida
$416K