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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 %
HPWM
701
Highland Private Wealth Management
Washington
$19.2M -$145K -305 -0.7%
IWC
702
Integrated Wealth Concepts
Massachusetts
$19.2M +$257K +542 +1%
SA
703
Strategic Advisors
New York
$19.2M +$6.15M +12,940 +47%
PHAM
704
Palisades Hudson Asset Management
Florida
$19.1M -$671K -1,412 -3%
SFS
705
Sowell Financial Services
Arkansas
$19.1M +$370K +780 +2%
CFAM
706
Coury Firm Asset Management
Pennsylvania
$19.1M +$19.1M +40,134 New
LCM
707
LCM Capital Management
Illinois
$19M -$1.59M -3,345 -8%
MFW
708
Meristem Family Wealth
Minnesota
$19M +$365K +768 +2%
SAMT
709
Select Asset Management & Trust
Pennsylvania
$18.9M +$8.13M +17,127 +75%
Optiver Holding
710
Optiver Holding
Netherlands
$18.9M +$4.04M +9,211 +27%
AFG
711
Albion Financial Group
Utah
$18.8M +$419K +883 +2%
FNC
712
First National Corp
Massachusetts
$18.8M +$152K +321 +0.8%
MCM
713
Magnolia Capital Management
New York
$18.8M -$980K -2,064 -5%
Berkshire Hathaway
714
Berkshire Hathaway
Nebraska
$18.7M
OC
715
Oakworth Capital
Alabama
$18.7M -$927K -1,952 -5%
DFA
716
DHK Financial Advisors
New Hampshire
$18.7M +$18.7M +39,143 New
SC
717
Sierra Capital
Florida
$18.6M +$83.1K +175 +0.4%
TM
718
Tikvah Management
North Carolina
$18.5M
CS
719
Comerica Securities
Michigan
$18.5M -$1.13M -2,377 -6%
RIA
720
Regal Investment Advisors
Michigan
$18.5M +$34.2K +72 +0.2%
SFS
721
Shaker Financial Services
Virginia
$18.3M +$18.3M +38,550 New
FPW
722
Flagship Private Wealth
Massachusetts
$18.3M +$1.77M +3,723 +11%
FIBT
723
First International Bank & Trust
North Dakota
$18.3M +$18.3M +38,485 New
MNG
724
Manning & Napier Group
New York
$18.2M -$16.4M
Verition Fund Management
725
Verition Fund Management
Connecticut
$18.2M +$7.78M +16,379 +74%