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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 %
WP
1151
WealthSource Partners
California
$7.28M -$552K -1,162 -7%
RA
1152
RFG Advisory
Alabama
$7.25M +$467K +984 +7%
PTC
1153
Petrus Trust Company
Texas
$7.21M
SIA
1154
Soltis Investment Advisors
Utah
$7.2M +$1.15M +2,411 +19%
MA
1155
MAS Advisors
Florida
$7.19M +$7.19M +15,104 New
MPM
1156
Meritage Portfolio Management
Kansas
$7.19M -$261K -549 -4%
SWP
1157
Summit Wealth Partners
Florida
$7.18M +$69.8K +147 +1%
WCM
1158
Windham Capital Management
Massachusetts
$7.17M
IP
1159
Ignite Planners
California
$7.17M +$7.17M +15,680 New
TFGT
1160
TS Financial Group (TSFG)
Illinois
$7.17M +$165K +347 +2%
FWP
1161
FAS Wealth Partners
Kansas
$7.16M -$1.83M -3,843 -20%
WA
1162
WestEnd Advisors
North Carolina
$7.15M +$7.15M +15,058 New
AIM
1163
Avity Investment Management
Connecticut
$7.15M +$240K +506 +3%
CI
1164
CPR Investments
Michigan
$7.15M +$7.15M +15,046 New
TCOV
1165
Trust Company of Vermont
Vermont
$7.13M +$587K +1,235 +9%
Hudson Bay Capital Management
1166
Hudson Bay Capital Management
Connecticut
$7.12M +$7.12M +15,000 New
CCM
1167
Cobalt Capital Management
New Jersey
$7.12M +$7.12M +15,000 New
AAM
1168
Aureus Asset Management
Massachusetts
$7.12M -$11.4K -24 -0.2%
ACM
1169
Armbruster Capital Management
New York
$7.1M -$510K -1,073 -7%
LA
1170
Lifeworks Advisors
Michigan
$7.1M +$7.1M +14,952 New
FMP
1171
Financial Management Professionals
Texas
$7.08M -$9.12M -19,205 -56%
BDF
1172
Balasa Dinverno & Foltz
$7.01M +$57K +120 +0.8%
ACM
1173
Alta Capital Management
Utah
$6.99M +$6.99M +14,719 New
CIA
1174
Capital Investment Advisors
Georgia
$6.98M -$554K -1,167 -7%
EW
1175
Element Wealth
Mississippi
$6.98M +$3.55M +7,472 +104%