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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 %
VA
1526
Valmark Advisers
Ohio
$3.43M -$73.6K -163 -2%
MWM
1527
Marietta Wealth Management
Georgia
$3.43M -$30.7K -68 -0.9%
KWS
1528
Keystone Wealth Services
California
$3.43M -$60.5K -134 -2%
Invesco
1529
Invesco
Georgia
$3.42M -$1.87M -4,147 -35%
AAS
1530
Annex Advisory Services
Wisconsin
$3.41M -$644K -1,426 -16%
HFA
1531
High Falls Advisors
New York
$3.41M -$389K -861 -10%
LRWA
1532
Long Run Wealth Advisors
New York
$3.41M
CFO
1533
Colony Family Offices
North Carolina
$3.4M -$348K -769 -9%
CWM
1534
Chesapeake Wealth Management
Virginia
$3.4M +$88.5K +196 +3%
BS
1535
Bessemer Securities
New York
$3.4M +$3.4M +7,518 New
CPW
1536
Catalyst Private Wealth
California
$3.38M +$471K +1,042 +16%
EFSCE
1537
Enterprise Financial Services Corp (EFSC)
Missouri
$3.38M -$118K -261 -3%
SWA
1538
Sightline Wealth Advisors
Connecticut
$3.36M -$42K -93 -1%
DIA
1539
Dana Investment Advisors
Wisconsin
$3.36M +$778K +1,722 +30%
PFM
1540
Phillips Financial Management
Indiana
$3.36M +$3.36M +7,444 New
PPW
1541
Pasadena Private Wealth
California
$3.35M -$447K -990 -12%
PA
1542
Perennial Advisors
New York
$3.34M +$234K +518 +8%
LIA
1543
LBMC Investment Advisors
Tennessee
$3.33M +$6.78K +15 +0.2%
VIP
1544
Vantage Investment Partners
Missouri
$3.33M +$2.99M +6,619 +891%
PSIWM
1545
Paradigm Strategies in Wealth Management
Minnesota
$3.32M +$76.3K +169 +2%
MGWM
1546
Marks Group Wealth Management
Minnesota
$3.32M +$1.18M +2,602 +55%
SIC
1547
Samalin Investment Counsel
New York
$3.32M -$1.18M -2,610 -26%
BIP
1548
Blueprint Investment Partners
North Carolina
$3.31M +$2.49K +6 +0.1%
PCIA
1549
Prime Capital Investment Advisors
Kansas
$3.3M -$28.5K -60 -0.9%
CWP
1550
CFM Wealth Partners
Texas
$3.3M +$302K +668 +10%