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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 %
ACA
1026
Atlas Capital Advisors
Wyoming
$9.29M -$705K -1,560 -7%
SFFS
1027
Stonehage Fleming Financial Services
Jersey
$9.27M +$5.42M +11,996 +141%
Wealthfront Advisers
1028
Wealthfront Advisers
California
$9.22M +$3.53M +7,807 +62%
SJIM
1029
St. Johns Investment Management
Florida
$9.19M -$64.6K -143 -0.7%
CG
1030
Caprock Group
Idaho
$9.15M +$790K +1,744 +9%
PCM
1031
Perritt Capital Management
Illinois
$9.15M +$48.8K +108 +0.5%
PVH
1032
Psagot Value Holdings
Israel
$9.12M +$647K +1,432 +8%
AWM
1033
Alterna Wealth Management
Texas
$9.1M +$3.9M +8,637 +75%
LPWM
1034
Lake Point Wealth Management
Texas
$9.1M +$96.7K +214 +1%
PWM
1035
Peterson Wealth Management
Nevada
$9.1M -$224K -497 -2%
ETIA
1036
Epic Trust Investment Advisors
Washington
$9.09M -$522K -1,156 -5%
BAM
1037
Berkshire Asset Management
Pennsylvania
$9.09M -$662K -1,465 -7%
SPWM
1038
Schrum Private Wealth Management
Florida
$8.99M +$274K +645 +3%
CCMD
1039
Cypress Capital Management (Delaware)
Delaware
$8.96M -$260K -576 -3%
UFA
1040
US Financial Advisors
Massachusetts
$8.95M +$367K +813 +4%
MFG
1041
Merit Financial Group
Georgia
$8.95M +$1.12M +2,469 +14%
APP
1042
Avantax Planning Partners
Iowa
$8.95M -$213K -471 -2%
MCCP
1043
Mission Creek Capital Partners
California
$8.94M -$430K -953 -5%
BHBT
1044
Burke & Herbert Bank & Trust
Virginia
$8.93M -$65.9K -146 -0.7%
OPS
1045
Orion Portfolio Solutions
Nebraska
$8.93M -$1.59M -3,529 -15%
PWP
1046
Perfromance Wealth Partners
Illinois
$8.9M -$232K -514 -3%
LSPW
1047
Lake Street Private Wealth
Illinois
$8.9M +$536K +1,186 +6%
KTA
1048
Keeley-Teton Advisors
Illinois
$8.86M -$47K -104 -0.5%
TW
1049
Transform Wealth
Colorado
$8.84M +$701K +1,552 +9%
KCM
1050
Kanawha Capital Management
Virginia
$8.83M -$276K -612 -3%