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 %
APG
1601
Abacus Planning Group
South Carolina
$3.23M +$1.43K +3 +0%
RCM
1602
RVB Capital Management
New York
$3.23M +$3.23M +500 New
BFG
1603
Berger Financial Group
Minnesota
$3.23M +$228K +480 +8%
PWSG
1604
Pacific Wealth Strategies Group
California
$3.23M -$23.3K -49 -0.7%
KF
1605
Krilogy Financial
Missouri
$3.22M -$160K -336 -5%
BFC
1606
Bedel Financial Consulting
Indiana
$3.21M +$52.7K +111 +2%
FFP
1607
Forbes Financial Planning
Rhode Island
$3.2M +$3.2M +6,748 New
GGI
1608
Godsey & Gibb Inc
Virginia
$3.2M +$3.2M +6,730 New
OAM
1609
Occidental Asset Management
California
$3.2M -$1.32M -2,774 -29%
GMA
1610
Goldstein Munger & Associates
California
$3.19M
AW
1611
ACG Wealth
Georgia
$3.19M -$199K -419 -6%
SHFA
1612
SC&H Financial Advisors
Maryland
$3.19M +$3.19M +6,710 New
CL
1613
COWA LLC
Oklahoma
$3.18M -$452K -951 -12%
LFG
1614
Lockerman Financial Group
California
$3.18M +$3.18M +6,691 New
CWP
1615
CFM Wealth Partners
Texas
$3.17M -$147K -308 -4%
WP
1616
WealthPLAN Partners
Nebraska
$3.17M +$298K +663 +10%
RMCM
1617
Reynders McVeigh Capital Management
Massachusetts
$3.16M +$193K +407 +7%
MC
1618
Middleton & Co
Massachusetts
$3.16M -$81.2K -171 -3%
HIG
1619
Heritage Investment Group
Florida
$3.15M +$3.15M +6,638 New
CFC
1620
Coyle Financial Counsel
Illinois
$3.14M +$144K +304 +5%
BO
1621
Bank OZK
Arkansas
$3.13M +$287K +605 +10%
PWM
1622
Paulson Wealth Management
Illinois
$3.12M +$531K +1,119 +21%
IP
1623
Investment Partners
Ohio
$3.11M +$475 +1 +0%
RCA
1624
Ranch Capital Advisors
Florida
$3.11M +$110K +231 +4%
P
1625
Palladiem
Pennsylvania
$3.11M