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SPDR S&P 500 ETF Trust

3,119 hedge funds and large institutions have $271B invested in SPDR S&P 500 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,284 increasing their positions, 1,280 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,119
Holders Change
-35
Holders Change %
-1.11%
% of All Funds
49.36%
Holding in Top 10
900
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.64%
% of All Funds
14.24%
New
176
Increased
1,284
Reduced
1,280
Closed
167
Calls
$146B
Puts
$397B
Net Calls
-$252B
Net Calls Change
-$51.6B
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
1501
Ridgecrest Wealth Partners
California
$3.61M +$1.24M +2,745 +52%
VAM
1502
Vienna Asset Management
California
$3.6M +$2.12M +4,700 +144%
ISB
1503
Iowa State Bank
Iowa
$3.6M +$249K +551 +7%
CWM
1504
ClientFirst Wealth Management
Arkansas
$3.58M
MF
1505
Montis Financial
Massachusetts
$3.56M -$30.7K -68 -0.9%
DWMG
1506
DB Wealth Management Group
California
$3.55M -$1.66M -3,667 -32%
SHFA
1507
SC&H Financial Advisors
Maryland
$3.55M +$523K +1,157 +17%
OA
1508
Operose Advisors
Wisconsin
$3.55M -$281K -623 -7%
DFA
1509
DHJJ Financial Advisors
Illinois
$3.55M +$76.5K +169 +2%
CCM
1510
Cohen Capital Management
California
$3.55M +$3.55M +7,854 New
OGF
1511
Orin Green Financial
California
$3.54M
TLCM
1512
Twin Lakes Capital Management
California
$3.54M +$9.93K +22 +0.3%
MWP
1513
Madison Wealth Partners
Wisconsin
$3.54M +$12.6K +28 +0.4%
CA
1514
Cornerstone Advisory
Maryland
$3.54M +$109K +241 +3%
T
1515
TCWP
Ohio
$3.53M -$689K -1,526 -16%
NPT
1516
Nixon Peabody Trust
Massachusetts
$3.52M -$42.5K -94 -1%
LIM
1517
Loudon Investment Management
New Hampshire
$3.49M +$113K +250 +3%
RIG
1518
Roosevelt Investment Group
New York
$3.48M -$1.49M -3,291 -30%
ADL
1519
Asset Dedication LLC
California
$3.48M -$113K -251 -3%
PIP
1520
Peachtree Investment Partners
Florida
$3.47M +$2.54M +5,623 +272%
BGCP
1521
Bristol Gate Capital Partners
Ontario, Canada
$3.47M -$1.27M -2,821 -27%
CIP
1522
Capital Insight Partners
Arizona
$3.46M -$1.09M -2,405 -24%
RCWM
1523
Royal Capital Wealth Management
Indiana
$3.45M +$109K +241 +3%
NW
1524
Naviter Wealth
Arkansas
$3.44M -$6.04M -13,339 -64%
EL
1525
EMFO LLC
Florida
$3.44M +$536K +1,188 +18%