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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 %
SFA
801
Source Financial Advisors
New York
$14.9M +$527K +1,109 +4%
GVAG
802
Great Valley Advisor Group
Delaware
$14.8M +$371K +793 +3%
CA
803
Cullinan Associates
Kentucky
$14.8M -$202K -425 -1%
SCP
804
Syntal Capital Partners
Texas
$14.8M -$335K -706 -2%
PTP
805
Platform Technology Partners
New York
$14.8M +$138K +290 +0.9%
TMWM
806
Taylor & Morgan Wealth Management
Michigan
$14.8M +$14.8M +31,144 New
CCM
807
Coldstream Capital Management
Washington
$14.8M -$7.31M -15,395 -33%
AP
808
Appleton Partners
Massachusetts
$14.7M +$30.9K +65 +0.2%
WCM
809
WealthBridge Capital Management
Ohio
$14.7M -$1.66M -3,501 -10%
MWA
810
Meridian Wealth Advisors
Texas
$14.7M +$152K +320 +1%
Capital International Investors
811
Capital International Investors
California
$14.7M +$5.43M +11,407 +59%
RQS
812
Ramsey Quantitative Systems
Kentucky
$14.6M +$522K +1,100 +4%
AO
813
Advisor OS
Illinois
$14.6M -$8.4M -17,693 -37%
GTAM
814
Global Trust Asset Management
Florida
$14.6M +$370K +780 +3%
GA
815
GFS Advisors
Texas
$14.6M +$1.03M +2,170 +8%
FFA
816
Fi3 Financial Advisors
Indiana
$14.5M -$545K -1,148 -4%
ClearBridge Investments
817
ClearBridge Investments
New York
$14.5M +$13.9M +29,161 +2,130%
AWM
818
Apollon Wealth Management
South Carolina
$14.5M +$3.4M +7,150 +31%
MC
819
Mount Capital
United Kingdom
$14.4M +$14.4M +30,231 New
BIA
820
Bigelow Investment Advisors
Maine
$14.3M -$207K -435 -1%
HWA
821
Hillcrest Wealth Advisors
New Jersey
$14.3M -$1.03M -2,175 -7%
GLA
822
Great Lakes Advisors
Illinois
$14.3M -$310K -653 -2%
CWA
823
Clarity Wealth Advisors
California
$14.2M +$487K +1,025 +4%
Legal & General Group
824
Legal & General Group
United Kingdom
$14.2M
AA
825
Apriem Advisors
California
$14.1M +$10.9K +23 +0.1%