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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 %
DJFS
401
Dean Jacobson Financial Services
Texas
$49.4M +$49.4M +103,977 New
SSG
402
Summit Securities Group
New York
$49.3M +$37M +77,942 +301%
EH
403
Equitable Holdings
New York
$48.9M +$9.25M +19,467 +23%
AWM
404
Activest Wealth Management
Florida
$48.9M -$1.49M -3,140 -3%
BDWM
405
Brewin Dolphin Wealth Management
Ireland
$48.7M -$1.56M -3,274 -3%
SWPG
406
Strategic Wealth Partners Group
Illinois
$48.5M -$1.44M -3,028 -3%
KA
407
Kozak & Associates
Colorado
$48.4M +$369K +867 +0.8%
BFS
408
Bradley Foster & Sargent
Connecticut
$48.4M +$28.5M +60,035 +143%
MS
409
Maven Securities
Jersey
$48M +$48M +100,977 New
SB
410
Simmons Bank
Arkansas
$47.9M +$4.52M +9,521 +10%
VF
411
Virtu Financial
New York
$47.9M -$25.9M -54,583 -35%
OPAM
412
Ocean Park Asset Management
California
$47.8M +$47.8M +100,600 New
ACM
413
AUA Capital Management
Pennsylvania
$47.7M +$352K +742 +0.7%
WM
414
Westpark Management
Texas
$47.5M +$47.5M +100,000 New
KPW
415
Kore Private Wealth
New York
$47.3M +$2.64M +5,558 +6%
HCM
416
HMS Capital Management
Tennessee
$47.1M +$4.44M +9,340 +10%
MBTD
417
Mechanics Bank - Trust Department
California
$47M +$529K +1,113 +1%
PWPCM
418
Perella Weinberg Partners Capital Management
New York
$47M -$47.9M -100,849 -50%
CGA
419
Crescent Grove Advisors
Illinois
$46.9M +$58.6K +123 +0.1%
ACM
420
Anfield Capital Management
California
$46.7M -$12.5M -26,409 -21%
HPC
421
HM Payson & Co
Maine
$46.4M -$56K -118 -0.1%
GL
422
Graypoint LLC
New York
$46.4M +$1.26M +2,659 +3%
CM
423
Churchill Management
California
$46.3M -$1.09M -2,302 -2%
RIS
424
Retirement Income Solutions
Michigan
$45.9M +$1.25M +2,626 +3%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$45.8M +$4.66M +9,804 +11%