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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 %
AWA
1351
Amplius Wealth Advisors
Pennsylvania
$5.02M +$5.02M +10,562 New
BRG
1352
Bay Rivers Group
Virginia
$5.02M +$26.6K +56 +0.5%
DLG
1353
Daniel L. Goodwin
$5M +$1.73M +3,640 +53%
BGCP
1354
Bristol Gate Capital Partners
Ontario, Canada
$4.99M +$4.99M +10,495 New
DHGWA
1355
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.98M +$4.98M +10,482 New
WDG
1356
Wealth Dimensions Group
Ohio
$4.96M -$299K -630 -6%
WC
1357
Westwind Capital
New Mexico
$4.95M -$423K -891 -8%
LWMT
1358
Legacy Wealth Management (Tennessee)
Tennessee
$4.95M +$647K +1,362 +15%
LCM
1359
Lakewood Capital Management
New York
$4.94M +$4.94M +10,400 New
LWM
1360
Lyell Wealth Management
California
$4.94M +$597K +1,254 +14%
TI
1361
Truepoint Inc
Ohio
$4.92M -$38.9K -82 -0.8%
GM
1362
GeoWealth Management
Illinois
$4.9M -$1.93M -4,068 -28%
WPC
1363
White Pine Capital
Minnesota
$4.9M +$99.7K +210 +2%
RWA
1364
Ropes Wealth Advisors
Massachusetts
$4.89M -$9.5K -20 -0.2%
AP
1365
Adero Partners
California
$4.89M +$255K +537 +6%
FAM
1366
Flaharty Asset Management
Florida
$4.85M -$101K -212 -2%
NF
1367
Nikulski Financial
Iowa
$4.85M +$106K +223 +2%
RW
1368
Rede Wealth
Virginia
$4.84M -$69.8K -147 -1%
AT
1369
American Trust
Kentucky
$4.84M +$4.84M +10,189 New
SIA
1370
Schechter Investment Advisors
Michigan
$4.84M +$4.84M +10,187 New
PGWM
1371
Pitti Group Wealth Management
New York
$4.83M +$4.83M +10,171 New
JWBC
1372
J.W. Burns & Co
New York
$4.82M -$51.3K -108 -1%
DWM
1373
Doyle Wealth Management
Florida
$4.82M +$118K +249 +3%
LC
1374
LCNB Corp
Ohio
$4.81M +$156K +328 +3%
RC
1375
Roundview Capital
New Jersey
$4.81M -$7.13K -15 -0.1%