SPY icon

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 %
RCWM
1551
Royal Capital Wealth Management
Indiana
$3.51M +$3.51M +7,387 New
LIA
1552
LBMC Investment Advisors
Tennessee
$3.49M +$1.2M +2,529 +52%
CWM
1553
Chesapeake Wealth Management
Virginia
$3.48M -$262K -552 -7%
NG
1554
NWK Group
California
$3.48M +$63.2K +133 +2%
TWA
1555
TCI Wealth Advisors
Arizona
$3.48M -$24.2K -51 -0.7%
RG
1556
Retirement Group
California
$3.47M +$186K +392 +6%
SAS
1557
Sage Advisory Services
Texas
$3.45M +$3.45M +7,265 New
WMG
1558
WESCAP Management Group
California
$3.44M -$245K -515 -7%
RMC
1559
Regis Management Company
California
$3.43M
FFM
1560
Fullerton Fund Management
Singapore
$3.43M
EVM
1561
Evelyn V. Moreno
$3.42M
PSIWM
1562
Paradigm Strategies in Wealth Management
Minnesota
$3.42M -$405K -853 -11%
WW
1563
Waterfront Wealth
Kansas
$3.41M +$10.4K +22 +0.3%
RPSA
1564
Richard P. Slaughter Associates
Texas
$3.4M +$84.5K +178 +3%
BRM
1565
Boston Research & Management
Massachusetts
$3.4M -$33.2K -70 -1%
SCM
1566
Southport Capital Management
Tennessee
$3.39M +$1.49M +3,140 +78%
BTW
1567
Boston Trust Walden
Massachusetts
$3.39M +$1.11M +2,335 +49%
DP
1568
Dearborn Partners
Illinois
$3.38M +$2.13M +4,477 +169%
MWM
1569
Madison Wealth Management
Ohio
$3.38M -$950 -2 -0%
C
1570
Clearshares
New York
$3.38M
GKWIM
1571
Gerber Kawasaki Wealth & Investment Management
California
$3.37M -$102K -214 -3%
FWCM
1572
Ferguson Wellman Capital Management
Oregon
$3.37M -$1.01M -2,120 -23%
CWM
1573
Cordatus Wealth Management
Pennsylvania
$3.36M +$788K +1,660 +31%
KLI
1574
Kelman-Lazarov Inc
Tennessee
$3.34M -$44.6K -94 -1%
PCIA
1575
Prime Capital Investment Advisors
Kansas
$3.33M +$652K +1,372 +24%