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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 %
CWM
3101
Concentrum Wealth Management
California
$58K +$3.33K +7 +6%
EWA
3102
Evolution Wealth Advisors
Florida
$56.6K +$4.28K +9,012 +8%
HFM
3103
Hartford Financial Management
Connecticut
$54K -$60.6K -128 -53%
RIA
3104
Richwood Investment Advisors
Ohio
$54K +$54K +114 New
AIA
3105
Arcadia Investment Advisors
Idaho
$52.1K +$474 +1 +0.9%
BIMC
3106
Benson Investment Management Company
Virginia
$51K +$51K +107 New
CFG
3107
Cambridge Financial Group
Ohio
$50.5K +$50.5K +110 New
IHWM
3108
Iron Horse Wealth Management
Iowa
$49K
RDIA
3109
RE Dickinson Investment Advisors
Iowa
$49K +$49K +104 New
FMB
3110
Field & Main Bank
Kentucky
$47K
USGIU
3111
U.S. Global Investors (USGI)
Texas
$47K
JC
3112
JBF Capital
Colorado
$47K
FWM
3113
Focused Wealth Management
New York
$47K +$2.37K +5 +5%
SPA
3114
Shore Point Advisors
New Jersey
$47K +$47K +100 New
KSWA
3115
Kathleen S. Wright Associates
Pennsylvania
$44K +$44K +92 New
CA
3116
Centerpoint Advisors
Massachusetts
$43K -$11.9K -25 -22%
SFPG
3117
Stonebridge Financial Planning Group
Florida
$39K
CWM
3118
Curi Wealth Management
North Carolina
$39K +$39K +82 New
RPCONE
3119
Retirement Planning Company of New England
Rhode Island
$39K +$39K +84 New
BBHC
3120
Brown Brothers Harriman & Co
New York
$36.7K +$154 +325 +0.4%
PWMG
3121
Prestige Wealth Management Group
New Jersey
$35K +$2.88K +6 +9%
EIM
3122
Essex Investment Management
Massachusetts
$35K +$3.31K +7 +10%
LTI
3123
Laffer Tengler Investments
Tennessee
$34.7K
RK
3124
Rather & Kittrell
Tennessee
$34K +$34K +72 New
MWM
3125
Marion Wealth Management
Pennsylvania
$34K +$34K +72 New