SPY icon

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 %
FWA
601
FSC Wealth Advisors
New York
$25.5M +$25.5M +53,724 New
BWA
602
Burt Wealth Advisors
Maryland
$25.5M -$1.66M -3,490 -6%
ZIM
603
Zacks Investment Management
Illinois
$25.2M +$2.43M +5,122 +11%
AWM
604
Aprio Wealth Management
Georgia
$25.1M +$92.1K +194 +0.4%
OA
605
Oakhurst Advisors
California
$25.1M +$2.95M +6,202 +13%
MWM
606
Minot Wealth Management
Massachusetts
$24.9M +$1.12M +2,349 +5%
PAS
607
Park Avenue Securities
New York
$24.9M -$109K -229 -0.4%
RJT
608
Raymond James Trust
Florida
$24.8M -$191K -403 -0.8%
BWP
609
BSW Wealth Partners
Colorado
$24.7M -$1.16M -2,435 -4%
AAS
610
Ameritas Advisory Services
Nebraska
$24.6M +$24.6M +51,797 New
AFS
611
Aft Forsyth & Sober
Florida
$24.6M +$1.08M +2,275 +5%
KWMG
612
King Wealth Management Group
Florida
$24.6M -$77.4K -163 -0.3%
NL
613
NEPC LLC
Massachusetts
$24.5M -$7.39M -15,567 -23%
PBT
614
Pictet Bank & Trust
Bahamas
$24.5M -$6.17K -13 -0%
ETI
615
Enterprise Trust & Investment
California
$24.4M +$612K +1,288 +3%
FEM
616
Fulcrum Equity Management
Texas
$24.3M -$22.5M -47,443 -48%
MCM
617
Monument Capital Management
Virginia
$24.3M +$3.6M +7,573 +17%
IA
618
IFG Advisors
Missouri
$24.2M -$38K -80 -0.2%
LGA
619
Lebenthal Global Advisors
New York
$24.1M +$4.42M +9,307 +22%
TSW
620
Thompson Siegel & Walmsley
Virginia
$24.1M +$470K +989 +2%
FT
621
Fiduciary Trust
Massachusetts
$23.9M -$83.1K -175 -0.3%
BRC
622
Bishop Rock Capital
New York
$23.7M -$1.46M -3,082 -6%
BRWA
623
B. Riley Wealth Advisors
Florida
$23.7M +$410K +863 +2%
Public Sector Pension Investment Board (PSP Investments)
624
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.6M -$1.33M -2,790 -5%
PAM
625
Palisade Asset Management
Minnesota
$23.5M -$154K -324 -0.6%