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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 %
OSAM
901
O'Shaughnessy Asset Management
Connecticut
$11.8M +$1.38M +3,065 +13%
TCA
902
Transcend Capital Advisors
New Jersey
$11.8M +$372K +823 +3%
RTS
903
Round Table Services
New Jersey
$11.7M -$1.57M -3,474 -12%
SCM
904
Schnieders Capital Management
California
$11.7M +$170K +376 +1%
NR
905
Newfound Research
Massachusetts
$11.7M
FPGK
906
Financial Partners Group (Kansas)
Kansas
$11.7M -$329K -729 -3%
BEC
907
Blue Edge Capital
Virginia
$11.6M +$160K +354 +1%
WA
908
Wealth Architects
California
$11.6M +$22.1K +49 +0.2%
CP
909
Castleview Partners
Texas
$11.6M -$4.27B -9,455,906 -100%
BFM
910
Boston Financial Management
Massachusetts
$11.6M +$945K +2,093 +9%
TA
911
TKG Advisors
Indiana
$11.5M +$826K +1,828 +8%
PFA
912
Pathway Financial Advisors
Vermont
$11.5M -$501K -1,109 -4%
CCWA
913
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M +$2.75M +6,082 +31%
BAM
914
Barrett Asset Management
New York
$11.5M -$823K -1,823 -7%
RFM
915
Royal Fund Management
Florida
$11.5M -$10.4K -23 -0.1%
UB
916
UMB Bank
Missouri
$11.4M -$9.94K -22 -0.1%
SFS
917
Sowell Financial Services
Arkansas
$11.4M -$6.22M -14,172 -35%
SAI
918
Systematic Alpha Investments
New Jersey
$11.4M
SWA
919
SFMG Wealth Advisors
Texas
$11.4M -$472K -1,046 -4%
GC
920
Grimes & Company
Massachusetts
$11.4M -$852K -1,887 -7%
FA
921
Fiducient Advisors
Illinois
$11.3M +$489K +1,081 +5%
BFG
922
Bouchey Financial Group
New York
$11.3M -$79K -175 -0.7%
SCM
923
Shaolin Capital Management
Florida
$11.3M -$65.9M -146,000 -85%
MAG
924
Mass Ave Global
New York
$11.3M +$11.3M +25,000 New
OIA
925
Optimum Investment Advisors
Illinois
$11.3M -$209K -462 -2%