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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 %
FTS
551
Fifth Third Securities
Ohio
$30.2M +$8.4M +17,633 +39%
CHAM
552
Clear Harbor Asset Management
Connecticut
$30M +$3.02M +6,366 +11%
RWP
553
RWA Wealth Partners
Massachusetts
$29.9M -$80.3K -169 -0.3%
AMCA
554
Arthur M. Cohen & Associates
Illinois
$29.8M -$749K -1,577 -2%
MA
555
MKT Advisors
California
$29.7M +$29.7M +68,585 New
WRTC
556
Wind River Trust Company
Wyoming
$29.6M -$107K -225 -0.4%
WCM
557
Washburn Capital Management
Florida
$29.6M +$1.09M +2,300 +4%
SFG
558
StrategIQ Financial Group
Indiana
$29.5M +$28.6M +60,161 +2,958%
NSIM
559
North Star Investment Management
Illinois
$29.5M -$1.3M -2,731 -4%
JGIA
560
Jackson Grant Investment Advisers
Connecticut
$29.5M +$77.4K +163 +0.3%
FIA
561
Foundations Investment Advisors
Arizona
$29.3M +$1.27M +2,692 +5%
OC
562
Oppenheimer & Co
New York
$29.2M +$1.96M +4,132 +7%
CTA
563
Chesley Taft & Associates
Illinois
$29.1M +$118K +248 +0.4%
RWA
564
Redhawk Wealth Advisors
Minnesota
$29.1M +$965K +2,032 +3%
BSWA
565
Bromfield Sneider Wealth Advisors
Massachusetts
$29M +$29M +61,079 New
AWS
566
AJ Wealth Strategies
New York
$28.9M +$144K +304 +0.5%
BSW
567
Buckingham Strategic Wealth
Missouri
$28.5M -$807K -1,699 -3%
MWM
568
Meridian Wealth Management
Kentucky
$28.5M +$1.47M +3,105 +5%
SAS
569
Stelac Advisory Services
New York
$28.4M -$3.55M -7,479 -11%
IFAM
570
Institutional & Family Asset Management
Colorado
$28.3M -$1.02M -2,158 -3%
LWAC
571
Laurel Wealth Advisors (California)
California
$28.3M +$13.7M +28,795 +94%
GIM
572
Generation Investment Management
United Kingdom
$28.3M +$16.4M +34,500 +138%
TRSOTSOK
573
Teachers Retirement System of the State of Kentucky
Kentucky
$28.2M -$624K -1,313 -2%
ANB
574
Amarillo National Bank
Texas
$28.2M -$5.02M -10,578 -15%
VWA
575
V Wealth Advisors
Kansas
$28M +$481K +1,012 +2%