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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 %
MFS
1001
Madrona Financial Services
Washington
$10.1M +$381K +802 +4%
CI
1002
Cigna Investments
Connecticut
$10M -$1.29M -2,720 -11%
SCM
1003
Shapiro Capital Management
Georgia
$10M +$2.38M +5,008 +31%
AFP
1004
Ausdal Financial Partners
Iowa
$10M -$987K -2,077 -9%
NB
1005
Nicolet Bankshares
Wisconsin
$9.98M -$60.8K -128 -0.6%
CA
1006
Cornerstone Advisors
North Carolina
$9.97M -$9.5M -20,000 -49%
NW
1007
Naviter Wealth
Arkansas
$9.96M +$9.96M +20,939 New
CAMG
1008
CWA Asset Management Group
Florida
$9.92M -$339K -714 -3%
SWA
1009
Stratos Wealth Advisors
Ohio
$9.9M +$466K +982 +5%
RL
1010
RPO LLC
Connecticut
$9.88M +$9.88M +20,800 New
SG
1011
StoneX Group
New York
$9.85M +$3.2M +6,724 +48%
MCCP
1012
Mission Creek Capital Partners
California
$9.85M -$366K -771 -4%
HPC
1013
Hobart Private Capital
North Carolina
$9.84M +$3.84M +8,075 +64%
SHWM
1014
Silicon Hills Wealth Management
Texas
$9.81M +$465K +979 +5%
PWM
1015
Peterson Wealth Management
Nevada
$9.8M +$240K +505 +3%
NAMP
1016
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.79M +$52.2K +110 +0.5%
HFS
1017
Howard Financial Services
Texas
$9.78M -$222K -467 -2%
FMC
1018
First Merchants Corp
Indiana
$9.78M +$154K +324 +2%
EGA
1019
E&G Advisors
Texas
$9.76M +$76K +160 +0.8%
SPWM
1020
Schrum Private Wealth Management
Florida
$9.75M +$9.75M +20,536 New
K
1021
Kemper
Illinois
$9.75M -$7.4M -15,580 -43%
SJIM
1022
St. Johns Investment Management
Florida
$9.73M -$13.3K -28 -0.1%
CCMD
1023
Cypress Capital Management (Delaware)
Delaware
$9.7M +$106K +223 +1%
FPCM
1024
Financial Partners Capital Management
New York
$9.67M +$218K +459 +2%
APP
1025
Avantax Planning Partners
Iowa
$9.63M +$5.63M +11,863 +141%