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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 %
FUBT
1501
First United Bank & Trust
Maryland
$3.88M -$326K -686 -8%
Victory Capital Management
1502
Victory Capital Management
Texas
$3.87M -$4.12M -8,669 -52%
WAAG
1503
Wealth Alliance Advisory Group
Kansas
$3.86M -$26.1K -55 -0.7%
LCM
1504
Lattice Capital Management
Washington
$3.86M +$3.86M +8,124 New
Credit Agricole
1505
Credit Agricole
France
$3.84M -$5.51M -11,613 -59%
HF
1506
Halpern Financial
Virginia
$3.83M -$57K -120 -1%
MIM
1507
MTM Investment Management
South Carolina
$3.83M +$9.02K +19 +0.2%
SA
1508
SL Advisors
New Jersey
$3.83M +$360K +759 +10%
CIA
1509
Compass Ion Advisors
Pennsylvania
$3.82M +$747K +1,573 +24%
GPA
1510
Guidance Point Advisors
Massachusetts
$3.79M -$660K -1,390 -15%
BIP
1511
Blueprint Investment Partners
North Carolina
$3.78M +$3.78M +7,965 New
PWAG
1512
Polaris Wealth Advisory Group
California
$3.78M +$2.6M +5,472 +220%
DWM
1513
Denver Wealth Management
Colorado
$3.78M +$3.78M +7,952 New
ADL
1514
Asset Dedication LLC
California
$3.78M +$357K +751 +10%
MF
1515
Montis Financial
Massachusetts
$3.77M -$41.3K -87 -1%
TA
1516
TruWealth Advisors
Louisiana
$3.77M -$137K -288 -4%
CAM
1517
Covenant Asset Management
New Jersey
$3.76M +$28.5K +60 +0.8%
CRWM
1518
Castle Rock Wealth Management
California
$3.75M +$331K +755 +10%
NPT
1519
Nixon Peabody Trust
Massachusetts
$3.75M -$93.1K -196 -2%
IWA
1520
IBEX Wealth Advisors
New Jersey
$3.73M +$139K +292 +4%
TLCM
1521
Twin Lakes Capital Management
California
$3.72M -$41.3K -87 -1%
MWP
1522
Madison Wealth Partners
Wisconsin
$3.71M +$11.4K +24 +0.3%
FVCM
1523
F&V Capital Management
Florida
$3.7M +$10.9K +23 +0.3%
VA
1524
Valmark Advisers
Ohio
$3.69M -$1.6M -3,370 -30%
EFSCE
1525
Enterprise Financial Services Corp (EFSC)
Missouri
$3.68M -$87.9K -185 -2%