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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 %
TNBTD
826
Trustmark National Bank Trust Department
Mississippi
$14.1M -$579K -1,218 -4%
CCP
827
Corient Capital Partners
California
$14.1M -$437K -921 -3%
CF
828
Centaurus Financial
California
$14.1M +$1.86M +3,910 +15%
KJHP
829
K.J. Harrison & Partners
Ontario, Canada
$14M -$609K -1,280 -4%
PCP
830
Proficio Capital Partners
Massachusetts
$14M +$13.8K +29 +0.1%
CFM
831
Comprehensive Financial Management
California
$14M -$548K -1,150 -4%
TAM
832
Taurus Asset Management
New York
$14M +$239K +503 +2%
5L
833
55I LLC
Massachusetts
$14M -$11.8M -24,798 -46%
RTS
834
Round Table Services
New Jersey
$14M +$430K +906 +3%
PP
835
Patten & Patten
Tennessee
$14M -$71.7K -151 -0.5%
JEST
836
JTC Employer Solutions Trustee
Jersey
$13.9M +$6.17M +13,000 +80%
VWM
837
Valley Wealth Managers
New Jersey
$13.9M -$455K -959 -3%
MOS
838
MGO One Seven
Ohio
$13.7M +$3.42M +7,198 +33%
CAGAS
839
Capital Advisory Group Advisory Services
Minnesota
$13.7M -$267K -563 -2%
APC
840
Aspire Private Capital
North Carolina
$13.7M -$8.4M -17,693 -38%
SWMG
841
Sanchez Wealth Management Group
Florida
$13.7M +$795K +1,674 +6%
GWSG
842
GPS Wealth Strategies Group
Colorado
$13.6M +$290K +611 +2%
LFASL
843
Lugano Financial Advisors SA (LFA)
Switzerland
$13.6M +$1.64M +3,448 +14%
TCM
844
Towercrest Capital Management
Pennsylvania
$13.6M -$61.3K -129 -0.4%
WA
845
Winfield Associates
Ohio
$13.6M +$579K +1,220 +4%
SSWM
846
Smith Salley Wealth Management
North Carolina
$13.5M -$707K -1,488 -5%
CGH
847
CMG Global Holdings
Texas
$13.5M -$340K -716 -2%
SWP
848
Strategic Wealth Partners
Ohio
$13.5M +$765K +1,611 +6%
DC
849
Davenport & Co
Virginia
$13.5M -$2.31M -4,866 -15%
CGPCS
850
Capital Group Private Client Services
California
$13.5M +$9.49M +19,981 +237%