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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 %
TWM
751
Tolleson Wealth Management
Texas
$17.2M -$1.33M -2,784 -7%
WF
752
Welch & Forbes
Massachusetts
$17.2M +$1.21M +2,552 +8%
SAM
753
Securian Asset Management
Minnesota
$17.2M -$1.44M -3,030 -8%
BBA
754
BLB&B Advisors
Pennsylvania
$17.1M -$1.59M -3,347 -8%
ASN
755
Advisory Services Network
Georgia
$17.1M -$31.8K -67 -0.2%
GFP
756
Gryphon Financial Partners
Ohio
$17.1M -$185K -390 -1%
Lazard Asset Management
757
Lazard Asset Management
New York
$17M +$7.87M +16,564 +86%
CT
758
Cambridge Trust
Massachusetts
$17M +$1.92M +4,046 +13%
BCMIO
759
Beacon Capital Management Inc (Ohio)
Ohio
$16.9M +$2.68M +5,644 +19%
PCA
760
Personal Capital Advisors
California
$16.9M +$1.89M +4,015 +13%
MPPLM
761
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$16.8M +$95K +200 +0.6%
ECM
762
Evergreen Capital Management
Washington
$16.8M +$1.27M +2,677 +8%
DPI
763
Diversified Portfolios Inc
Michigan
$16.7M -$99.3K -209 -0.6%
FNBOMD
764
First National Bank of Mount Dora
Florida
$16.5M +$4.08M +8,596 +33%
MPI
765
Mairs & Power Inc
Minnesota
$16.5M +$9.44M +19,878 +134%
NEPWA
766
New England Private Wealth Advisors
Massachusetts
$16.5M +$11.4K +24 +0.1%
PA
767
Parallel Advisors
California
$16.5M +$1.08M +2,264 +7%
NWA
768
Navis Wealth Advisors
New York
$16.5M +$135K +285 +0.8%
WAG
769
Winthrop Advisory Group
Massachusetts
$16.5M -$360K -753 -2%
BTWM
770
Baker Tilly Wealth Management
Wisconsin
$16.4M +$2.09M +4,405 +15%
WW
771
Westshore Wealth
California
$16.4M +$668K +1,406 +4%
TC
772
TAP Consulting
Missouri
$16.3M -$149K -314 -0.9%
MAM
773
Marquette Asset Management
Minnesota
$16.2M -$214K -450 -1%
BFG
774
Baron Financial Group
New Jersey
$16.1M +$178K +375 +1%
KWM
775
Kingsview Wealth Management
Oregon
$16.1M +$4.2M +8,849 +35%