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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 %
TA
1076
TrueWealth Advisors
Alabama
$8.56M +$51.3K +108 +0.6%
TW
1077
Transform Wealth
Colorado
$8.56M +$989K +2,083 +13%
CA
1078
Calton & Associates
Florida
$8.56M +$1.44M +3,036 +20%
HIS
1079
Harvest Investment Services
Illinois
$8.55M +$1.94M +4,092 +29%
ACA
1080
Ascension Capital Advisors
Texas
$8.52M +$8.52M +17,932 New
LFAS
1081
Level Four Advisory Services
Texas
$8.51M +$4.47M +9,404 +110%
CSIC
1082
Clifford Swan Investment Counsel
California
$8.45M -$66.5K -140 -0.8%
WA
1083
Wealth Alliance
New York
$8.42M -$276K -580 -3%
HWA
1084
Heritage Wealth Advisors
Virginia
$8.41M -$285K -600 -3%
PWP
1085
Personal Wealth Partners
Minnesota
$8.37M -$197K -414 -2%
WTA
1086
Washington Trust Advisors
Massachusetts
$8.37M +$8.37M +17,625 New
KWM
1087
Kolinsky Wealth Management
New Jersey
$8.34M +$8.34M +17,554 New
Aberdeen Group
1088
Aberdeen Group
United Kingdom
$8.33M
NLG
1089
New Legacy Group
New York
$8.31M +$8.31M +17,500 New
COF
1090
Capital One Financial
Virginia
$8.31M +$374K +787 +5%
RCIM
1091
Red Cedar Investment Management
Michigan
$8.25M +$303K +639 +4%
BONH
1092
Bank of New Hampshire
New Hampshire
$8.25M +$141K +297 +2%
FS
1093
Ferguson Shapiro
Georgia
$8.24M +$245K +516 +3%
MFG
1094
Merit Financial Group
Georgia
$8.24M +$724K +1,525 +10%
CFGS
1095
Concourse Financial Group Securities
Alabama
$8.21M +$814K +1,708 +11%
COPPSERS
1096
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.21M -$32.7M -68,886 -80%
FWM
1097
Foresight Wealth Management
Utah
$8.14M -$233K -490 -3%
EIP
1098
Ellis Investment Partners
Pennsylvania
$8.12M +$314K +662 +4%
DW
1099
Domani Wealth
Pennsylvania
$8.06M -$208K -438 -3%
MWP
1100
MYCIO Wealth Partners
Pennsylvania
$8.05M +$22.3K +47 +0.3%