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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 %
SAM
2876
Secure Asset Management
Michigan
$320K +$9.5K +20 +3%
MCP
2877
Martin Capital Partners
Oregon
$319K +$319K +671 New
WMA
2878
Wealth Management Associates
New Jersey
$317K
SFMG
2879
Sage Financial Management Group
Virginia
$316K -$47.4K -100 -13%
QIM
2880
Quest Investment Management
Oregon
$316K
CAM
2881
Concorde Asset Management
Michigan
$314K -$18.1K -38 -5%
BCM
2882
Boltwood Capital Management
California
$314K -$1.9K -4 -0.6%
BC
2883
Blackhill Capital
New Jersey
$313K
FA
2884
FC Advisory
Pennsylvania
$313K +$474 +1 +0.2%
MCM
2885
Mendel Capital Management
Arkansas
$313K +$313K +659 New
SEM
2886
Strategic Equity Management
Arizona
$313K +$313K +660 New
NEPPG
2887
New England Professional Planning Group
Rhode Island
$312K
PFG
2888
Piershale Financial Group
Illinois
$311K +$311K +654 New
DCM
2889
Driehaus Capital Management
Illinois
$308K +$17.6K +37 +6%
LB
2890
Legacy Bridge
Iowa
$307K -$23.7K -50 -7%
CPA
2891
Capital Performance Advisors
California
$305K +$305K +707 New
BHWM
2892
Bay Harbor Wealth Management
Maryland
$304K
SWA
2893
ShankerValleau Wealth Advisors
Illinois
$304K +$304K +640 New
CCT
2894
Chemung Canal Trust
New York
$303K
PWM
2895
Provident Wealth Management
Tennessee
$303K
HIGP
2896
Hill Investment Group Partners
Missouri
$303K
MWA
2897
Miller Wealth Advisors
Colorado
$302K +$302K +636 New
GCA
2898
Greenwood Capital Associates
South Carolina
$300K +$8.53K +18 +3%
BC
2899
Bowman & Company
Wisconsin
$300K +$300K +629 New
BAM
2900
Baldrige Asset Management
Pennsylvania
$298K