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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 %
CAC
926
Core Alternative Capital
Georgia
$11.5M -$564K -1,187 -5%
FA
927
Fiducient Advisors
Illinois
$11.4M -$33.8K -71 -0.3%
FA
928
Forefront Analytics
Pennsylvania
$11.4M -$4.54M -9,567 -28%
MAM
929
McLean Asset Management
Virginia
$11.4M -$195K -413 -2%
PFA
930
Pinnacle Family Advisors
Missouri
$11.4M +$817K +1,720 +8%
PA
931
Procyon Advisors
Connecticut
$11.4M +$1.56M +3,290 +16%
AIP
932
Almanack Investment Partners
Pennsylvania
$11.3M +$2.44M +5,113 +27%
SFS
933
Solitude Financial Services
Virginia
$11.3M -$2.98M -6,274 -21%
BFEC
934
Benjamin F. Edwards & Company
Missouri
$11.3M +$2.95M +6,203 +35%
LBC
935
Lowe Brockenbrough & Co
Virginia
$11.3M +$958K +2,010 +9%
APWA
936
Atlas Private Wealth Advisors
New Jersey
$11.3M -$3.58M -7,540 -24%
CHJWM
937
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.3M -$87.3K -201 -0.8%
CI
938
Cordant Inc
Oregon
$11.3M -$190K -401 -2%
YIA
939
YHB Investment Advisors
Connecticut
$11.3M -$1.11M -2,342 -9%
AA
940
Ancora Advisors
Ohio
$11.2M -$267K -563 -2%
TA
941
TKG Advisors
Indiana
$11.2M +$11.2M +23,612 New
PA
942
Planning Alternatives
Michigan
$11.2M -$265K -557 -2%
DY
943
Dowling & Yahnke
California
$11.2M +$745K +1,569 +7%
MLL
944
Moody Lynn & Lieberson
Massachusetts
$11.2M -$109K -230 -1%
BFM
945
Boston Financial Management
Massachusetts
$11.2M +$3.09M +6,497 +38%
JWCA
946
J.W. Coons Advisors
Ohio
$11.2M -$1.24M -2,608 -10%
TAM
947
Tocqueville Asset Management
New York
$11.2M -$136K -287 -1%
PA
948
Prism Advisors
California
$11.1M -$80.7K -170 -0.7%
IBOK
949
Independence Bank of Kentucky
Kentucky
$11.1M +$868K +1,827 +8%
RCA
950
Resonant Capital Advisors
Wisconsin
$11.1M +$622K +1,301 +6%