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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 %
EVM
501
Eaton Vance Management
Massachusetts
$35.8M -$2.07M -4,357 -5%
PFS
502
Prospera Financial Services
Texas
$35.8M +$2.55M +5,373 +8%
RG
503
Rathbones Group
United Kingdom
$35.8M -$4.54M -9,558 -11%
BB
504
Bell Bank
North Dakota
$35.6M -$3.05M -6,411 -8%
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.6M -$763K -1,607 -2%
WAP
506
Wealthcare Advisory Partners
Pennsylvania
$35.6M +$2.57M +5,409 +8%
SI
507
Scharf Investments
California
$35.6M +$16.6M +34,991 +88%
TC
508
Telemus Capital
Michigan
$35.5M +$8.67M +18,256 +32%
NAM
509
NTV Asset Management
West Virginia
$35.5M -$1.28M -2,685 -3%
EA
510
Evergreen Advisors
Tennessee
$35.4M -$758K -1,595 -2%
EPA
511
Element Pointe Advisors
Florida
$35.3M -$9.97M -21,000 -22%
HFS
512
Hantz Financial Services
Michigan
$35M -$123K -260 -0.4%
SW
513
SVB Wealth
Massachusetts
$34.9M -$280M -589,390 -89%
NC
514
NewSquare Capital
Pennsylvania
$34.8M -$7.69M -16,196 -18%
AFS
515
AFG Fiduciary Services
Massachusetts
$34.7M +$34.7M +73,103 New
VFPI
516
Vantage Financial Partners (Illinois)
Illinois
$34.6M -$111K -233 -0.3%
LIA
517
LSP Investment Advisors
New York
$34.3M
PRS
518
Pinkerton Retirement Specialists
Idaho
$34M +$33.5M +70,442 +6,000%
JIC
519
Joel Isaacson & Co
New York
$33.9M +$751K +1,581 +2%
CL
520
Choreo LLC
Illinois
$33.9M -$532K -1,120 -2%
CIA
521
Choate Investment Advisors
Massachusetts
$33.8M +$1.43M +3,020 +4%
ATC
522
Argent Trust Co
Tennessee
$33.8M +$499K +1,050 +1%
EWM
523
Evermay Wealth Management
Virginia
$33.7M -$44.6K -94 -0.1%
AIP
524
ARS Investment Partners
New York
$33.6M +$452K +951 +1%
FRA
525
Frank Rimerman Advisors
California
$33.6M +$107K +225 +0.3%