SPY icon

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 %
NGA
1251
Naples Global Advisors
Florida
$6.06M +$52.2K +110 +0.9%
RWB
1252
RMR Wealth Builders
New Jersey
$6.05M -$10.4K -22 -0.2%
MCM
1253
Mainstay Capital Management
Michigan
$6.03M +$6.03M +12,689 New
VC
1254
Veracity Capital
Georgia
$6.02M +$18.5K +39 +0.3%
TFA
1255
Triad Financial Advisors
North Carolina
$6.01M +$6.01M +12,658 New
SIM
1256
Seaview Investment Managers
Florida
$6.01M +$6.01M +12,643 New
AWA
1257
Alta Wealth Advisors
Massachusetts
$6M +$2.21M +4,657 +58%
Wealthfront Advisers
1258
Wealthfront Advisers
California
$5.98M +$1.23M +2,597 +26%
LPIC
1259
LeJeune Puetz Investment Counsel
Michigan
$5.98M -$143K -302 -2%
WDL
1260
Well Done LLC
Michigan
$5.98M -$48K -101 -0.8%
Luther King Capital Management (LKCM)
1261
Luther King Capital Management (LKCM)
Texas
$5.95M -$1.68M -3,542 -22%
ONST
1262
Old North State Trust
North Carolina
$5.94M +$5.94M +12,511 New
MA
1263
Modus Advisors
Minnesota
$5.94M -$237K -498 -4%
TPW
1264
TL Private Wealth
Texas
$5.92M -$248K -571 -4%
TI
1265
Truehand Inc
New Hampshire
$5.92M -$190K -400 -3%
MCM
1266
Mengis Capital Management
Oregon
$5.9M +$1.9M +4,001 +47%
LFG
1267
Larson Financial Group
Missouri
$5.9M +$4.99M +10,507 +549%
AA
1268
Altman Advisors
Illinois
$5.9M +$4.61M +10,532 +359%
AWA
1269
Arkadios Wealth Advisors
Georgia
$5.89M +$350K +736 +6%
MC
1270
Moors & Cabot
Massachusetts
$5.89M +$239K +504 +4%
CAM
1271
Carret Asset Management
New York
$5.88M -$105K -221 -2%
MWM
1272
Merriman Wealth Management
Washington
$5.88M +$307K +647 +6%
SWM
1273
SeaCrest Wealth Management
New York
$5.84M -$163K -344 -3%
BPWM
1274
Badgley Phelps Wealth Managers
Washington
$5.82M -$169K -356 -3%
AGP
1275
Autumn Glory Partners
Texas
$5.82M +$5.82M +12,250 New