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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 %
FVWA
1326
Foster Victor Wealth Advisors
South Carolina
$5.26M +$417K +886 +9%
EW
1327
Emerson Wealth
Michigan
$5.25M -$538K -1,132 -9%
TAIM
1328
TD Ameritrade Investment Management
Nebraska
$5.24M +$454K +956 +9%
RT
1329
Rockland Trust
Massachusetts
$5.23M +$3.58M +7,540 +217%
SCM
1330
Sitrin Capital Management
California
$5.23M -$159K -335 -3%
PFG
1331
Pacific Financial Group
Washington
$5.23M +$156K +332 +3%
RIG
1332
Roosevelt Investment Group
New York
$5.22M +$2.15M +4,536 +70%
APW
1333
Aurora Private Wealth
New Jersey
$5.22M -$131K -275 -2%
Fisher Asset Management
1334
Fisher Asset Management
Washington
$5.21M +$2.83M +5,965 +119%
FPAS
1335
Focus Partners Advisor Solutions
Missouri
$5.21M +$5.21M +10,962 New
GC
1336
Grace Capital
Massachusetts
$5.18M +$439K +924 +9%
MTIM
1337
Marathon Trading Investment Management
Pennsylvania
$5.15M -$25.5M -53,609 -83%
DMC
1338
Drexel Morgan & Co
Pennsylvania
$5.15M
KIG
1339
Kowal Investment Group
Wisconsin
$5.15M +$949K +1,999 +23%
BAAM
1340
Baker Avenue Asset Management
California
$5.11M +$1.52M +3,210 +42%
FCMT
1341
Founders Capital Management (Texas)
Texas
$5.11M -$11.9K -25 -0.2%
CAM
1342
Congress Asset Management
Massachusetts
$5.1M +$3.54M +7,462 +228%
GSIS
1343
Global Strategic Investment Solutions
Arizona
$5.09M -$609K -1,282 -11%
Fayez Sarofim & Co
1344
Fayez Sarofim & Co
Texas
$5.08M +$2.11M +4,444 +71%
VCP
1345
Vista Capital Partners
Oregon
$5.07M
MFC
1346
Morris Financial Concepts
South Carolina
$5.07M +$5.07M +10,669 New
Capital World Investors
1347
Capital World Investors
California
$5.05M +$934K +1,961 +23%
IFWM
1348
Institute for Wealth Management
Colorado
$5.04M -$579K -1,219 -10%
GF
1349
Goodman Financial
Texas
$5.03M -$1.63M -3,435 -24%
BFC
1350
Blue Fin Capital
Rhode Island
$5.03M -$10.4K -22 -0.2%