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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 %
HVIA
1201
Hudson Valley Investment Advisors
New York
$6.64M -$9.97K -21 -0.1%
BIC
1202
Beach Investment Counsel
Pennsylvania
$6.63M
HWM
1203
Hohimer Wealth Management
Washington
$6.61M +$63.2K +133 +1%
ACM
1204
Ashford Capital Management
Delaware
$6.6M +$51.3K +108 +0.8%
WWM
1205
Windsor Wealth Management
Indiana
$6.6M +$439K +920 +7%
MSAM
1206
Moloney Securities Asset Management
Missouri
$6.59M +$223K +469 +3%
OSNBOA
1207
Old Second National Bank of Aurora
Illinois
$6.58M +$1.42M +3,847 +28%
NB
1208
NBT Bank
New York
$6.55M -$182K -383 -3%
BWA
1209
BlueSky Wealth Advisors
North Carolina
$6.54M -$917K -1,930 -12%
SCA
1210
Sage Capital Advisors
South Dakota
$6.53M -$210K -466 -3%
DBT
1211
Dubuque Bank & Trust
Iowa
$6.53M -$170K -359 -3%
FAG
1212
Fortitude Advisory Group
Washington
$6.52M +$6.52M +13,730 New
SMA
1213
Sage Mountain Advisors
Georgia
$6.51M +$1.82M +3,837 +39%
AIFAIM
1214
American Institute for Advanced Investment Management
Arizona
$6.5M -$47.5K -100 -0.7%
RZH
1215
Relyea Zuckerberg Hanson
Connecticut
$6.49M +$1.03M +2,361 +19%
IFG
1216
Investors Financial Group
Minnesota
$6.46M +$121K +254 +2%
CFGF
1217
Compass Financial Group (Florida)
Florida
$6.44M +$338K +4,214 +6%
CG
1218
Corundum Group
Colorado
$6.43M +$424K +893 +7%
CWM
1219
Chemistry Wealth Management
New York
$6.43M +$6.43M +13,537 New
NLP
1220
Next Level Private
New York
$6.43M +$6.43M +13,537 New
CCG
1221
Chatham Capital Group
Georgia
$6.42M +$1.29M +2,719 +25%
IF
1222
Intrua Financial
Texas
$6.41M +$720K +1,515 +13%
EAM
1223
Empirical Asset Management
Massachusetts
$6.41M +$6.41M +13,503 New
BSA
1224
Braun Stacey Associates
New York
$6.41M -$80.3K -169 -1%
WA
1225
Waverly Advisors
Alabama
$6.4M +$2.23M +5,069 +54%