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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 %
NEGWA
876
New England Guild Wealth Advisors
Connecticut
$12.4M -$168K -372 -1%
OPCM
877
Osborne Partners Capital Management
California
$12.4M +$3.57M +7,900 +40%
BC
878
Belmont Capital
California
$12.4M -$429K -949 -3%
SSWM
879
Smith Salley Wealth Management
North Carolina
$12.4M -$511K -1,131 -4%
NCM
880
Neumann Capital Management
California
$12.4M +$370K +819 +3%
FHA
881
Flagship Harbor Advisors
Massachusetts
$12.3M +$3.32M +7,342 +37%
OFS
882
Oldfather Financial Services
Nebraska
$12.3M +$3.85K +9 +0%
CBB
883
Citizens Business Bank
California
$12.3M -$149K -331 -1%
CWA
884
Clarus Wealth Advisors
Arizona
$12.3M +$4.4K +10 +0%
BCWM
885
Bartlett & Co Wealth Management
Ohio
$12.2M -$19K -42 -0.2%
BC
886
Bartlett & Co
Ohio
$12.2M -$19K -42 -0.2%
FGG
887
Financial Guidance Group
Florida
$12.2M +$12.2M +27,007 New
BL
888
BFSG LLC
California
$12.2M +$529K +1,171 +5%
SP
889
Successful Portfolios
Florida
$12.2M -$154K -342 -1%
IBOK
890
Independence Bank of Kentucky
Kentucky
$12.2M +$1.61M +3,559 +15%
OL
891
Optas LLC
Texas
$12.2M
ASGS
892
Alpha Square Group S
New York
$12.1M +$12.1M +26,700 New
BWM
893
Brickley Wealth Management
California
$12M
SFG
894
Sowa Financial Group
Rhode Island
$12M +$160K +354 +1%
CHJWM
895
Carlton Hofferkamp & Jenks Wealth Management
Texas
$12M +$351K +785 +3%
MWM
896
Mission Wealth Management
California
$11.9M +$328K +727 +3%
CAGAS
897
Capital Advisory Group Advisory Services
Minnesota
$11.9M -$1.13M -2,512 -9%
FMWA
898
Forvis Mazars Wealth Advisors
Missouri
$11.8M -$205K -455 -2%
SCM
899
Stordahl Capital Management
Colorado
$11.8M -$90.3K -200 -0.8%
AA
900
AlphaMark Advisors
Kentucky
$11.8M +$385K +853 +3%