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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 %
BWM
1101
BT Wealth Management
Georgia
$8.04M -$99.7K -210 -1%
DWM
1102
Destination Wealth Management
California
$8.03M -$1.22M -2,569 -13%
CWM
1103
Capital Wealth Management
Rhode Island
$8.03M -$234K -492 -3%
SFG
1104
Summit Financial Group
West Virginia
$8.01M +$1.15M +2,429 +17%
CWM
1105
C2C Wealth Management
Arizona
$8.01M +$8.01M +16,861 New
QC
1106
Quent Capital
New York
$8M +$8M +16,852 New
KM
1107
Kalos Management
Georgia
$8M +$523K +1,119 +7%
PWM
1108
Palumbo Wealth Management
New York
$7.96M -$5.99M -12,612 -43%
AF
1109
Arrow Financial
New York
$7.94M -$1.94M -4,095 -20%
PAI
1110
Pittenger & Anderson Inc
Nebraska
$7.93M +$1.58M +3,331 +25%
SWA
1111
Sutton Wealth Advisors
Florida
$7.92M -$11.4K -24 -0.1%
VPW
1112
Vericrest Private Wealth
Pennsylvania
$7.91M +$7.91M +16,658 New
PFA
1113
Paradigm Financial Advisors
Missouri
$7.91M +$933K +1,965 +13%
TWM
1114
Thrive Wealth Management
Pennsylvania
$7.91M +$7.91M +16,650 New
HT
1115
Heritage Trust
Oklahoma
$7.89M -$79.3K -167 -1%
SH
1116
Svenska Handelsbanken
Sweden
$7.87M -$8.15M -17,165 -51%
CA
1117
Clearstead Advisors
Ohio
$7.86M +$8.07K +17 +0.1%
WHG
1118
Westwood Holdings Group
Texas
$7.76M +$5.19M +10,922 +201%
CAAM
1119
Cornerstone Advisors Asset Management
Pennsylvania
$7.74M +$7.74M +16,300 New
AWM
1120
Altium Wealth Management
New York
$7.73M +$67.4K +142 +0.9%
WG
1121
Welch Group
Alabama
$7.71M +$788K +1,658 +11%
CC
1122
Codex Capital
New York
$7.69M
NFG
1123
Nations Financial Group
Iowa
$7.67M +$131K +276 +2%
FRM
1124
Fox Run Management
Connecticut
$7.66M +$7.66M +16,122 New
CCM
1125
Colorado Capital Management
Colorado
$7.63M -$396K -831 -5%