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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 %
CMI
1451
Clare Market Investments
Texas
$4.23M +$598K +1,260 +16%
WCM
1452
Wunderlich Capital Managemnt
Tennessee
$4.21M +$1.64M +3,461 +64%
RWM
1453
RKL Wealth Management
Pennsylvania
$4.2M -$16.2K -34 -0.4%
CBFP
1454
Cedar Brook Financial Partners
Ohio
$4.19M +$360K +758 +9%
LNWTC
1455
Laird Norton Wetherby Trust Company
Washington
$4.18M -$84.1K -177 -2%
UL
1456
Unionview LLC
Washington
$4.18M +$4.18M +8,796 New
CAM
1457
Cozad Asset Management
Illinois
$4.18M +$136K +286 +3%
BFS
1458
Bickling Financial Services
Massachusetts
$4.17M -$43.2K -91 -1%
EFA
1459
Evernest Financial Advisors
Indiana
$4.15M +$4.15M +8,280 New
MSWMA
1460
Market Street Wealth Management Advisors
Indiana
$4.14M -$83.6K -176 -2%
CCMG
1461
Clark Capital Management Group
Pennsylvania
$4.14M +$3.55M +7,474 +599%
AIA
1462
Alera Investment Advisors
Illinois
$4.14M -$28.5K -60 -0.7%
SRC
1463
Sage Rhino Capital
California
$4.11M -$20.9K -44 -0.5%
MW
1464
Marcum Wealth
Ohio
$4.11M +$2.16M +4,554 +111%
OFG
1465
Omega Financial Group
California
$4.1M +$12.3K +26 +0.3%
RMC
1466
Resources Management Corp
Connecticut
$4.1M -$109K -230 -3%
NB
1467
Northwest Bancshares
Pennsylvania
$4.09M -$310K -653 -7%
V
1468
VeraBank
Texas
$4.08M
QPWM
1469
Quadrant Private Wealth Management
Pennsylvania
$4.06M +$517K +1,088 +15%
SFFS
1470
Stonehage Fleming Financial Services
Jersey
$4.05M
MPCL
1471
My Personal CFO LLC
Washington
$4.05M +$4.05M +8,522 New
AC
1472
Apella Capital
Connecticut
$4.05M -$3.03M -6,376 -43%
FFW
1473
Fusion Family Wealth
New York
$4.04M -$4.75K -10 -0.1%
GC
1474
Gruss & Co
Florida
$4.04M +$1.66M +3,500 +70%
RA
1475
Resolute Advisors
California
$4.03M +$9.53K +20 +0.2%