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SPDR S&P 500 ETF Trust

3,119 hedge funds and large institutions have $271B invested in SPDR S&P 500 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,284 increasing their positions, 1,280 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,119
Holders Change
-35
Holders Change %
-1.11%
% of All Funds
49.36%
Holding in Top 10
900
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.64%
% of All Funds
14.24%
New
176
Increased
1,284
Reduced
1,280
Closed
167
Calls
$146B
Puts
$397B
Net Calls
-$252B
Net Calls Change
-$51.6B
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
751
Leavell Investment Management
Alabama
$16.2M -$2.06M -4,549 -11%
TMWM
752
Taylor & Morgan Wealth Management
Michigan
$16.2M +$2.15M +4,768 +15%
OFG
753
Oxford Financial Group
Indiana
$16.2M -$992K -2,197 -6%
EWA
754
Exencial Wealth Advisors
Oklahoma
$16.2M -$741K -1,641 -4%
BCMIO
755
Beacon Capital Management Inc (Ohio)
Ohio
$16.1M
BWFA
756
Baltimore-Washington Financial Advisors
Maryland
$16.1M -$226K -570 -1%
WF
757
Welch & Forbes
Massachusetts
$16M -$330K -731 -2%
BFG
758
Baron Financial Group
New Jersey
$16M +$668K +1,478 +4%
SFG
759
Sovereign Financial Group
Connecticut
$16M -$452K -1,000 -3%
PFM
760
Patton Fund Management
Texas
$15.9M +$1.24M +2,754 +8%
FCBT
761
First Citizens Bank & Trust
North Carolina
$15.9M +$8.76M +19,401 +122%
NEPWA
762
New England Private Wealth Advisors
Massachusetts
$15.9M +$231K +512 +1%
NWA
763
Navis Wealth Advisors
New York
$15.9M +$256K +566 +2%
MFS
764
Madrona Financial Services
Washington
$15.9M +$6.33M +14,114 +67%
TWM
765
Tolleson Wealth Management
Texas
$15.8M -$554K -1,222 -3%
MPI
766
Mairs & Power Inc
Minnesota
$15.8M +$121K +268 +0.8%
SFA
767
Source Financial Advisors
New York
$15.8M +$1.64M +3,634 +12%
MPPLM
768
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15.7M -$265K -586 -2%
CI
769
Cavalier Investments
Georgia
$15.6M -$4.51M -9,988 -22%
First Manhattan
770
First Manhattan
New York
$15.6M +$559K +1,238 +4%
SWM
771
Segment Wealth Management
Texas
$15.5M -$1.28M -2,833 -8%
TC
772
TAP Consulting
Missouri
$15.5M -$61.4K -136 -0.4%
NL
773
NEPC LLC
Massachusetts
$15.5M -$7.83M -17,343 -34%
Capital Fund Management (CFM)
774
Capital Fund Management (CFM)
France
$15.4M +$15.4M +34,208 New
WAG
775
Winthrop Advisory Group
Massachusetts
$15.4M -$164K -362 -1%