SPY icon

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 %
WIM
1626
WealthPlan Investment Management
Nebraska
$2.87M +$2.87M +6,964 New
AF
1627
Aldebaran Financial
$2.87M +$136K +300 +5%
ECAM
1628
East Coast Asset Management
Massachusetts
$2.86M
AWM
1629
Ameliora Wealth Management
Switzerland
$2.86M +$557K +1,340 +24%
TVAMP
1630
Tennessee Valley Asset Management Partners
Tennessee
$2.86M +$51K +113 +2%
OWP
1631
Obermeyer Wealth Partners
Colorado
$2.86M +$412K +913 +17%
LFG
1632
Larson Financial Group
Missouri
$2.86M -$2.75M -6,098 -49%
BWP
1633
Baldwin Wealth Partners
Massachusetts
$2.85M +$118K +262 +4%
SIC
1634
Sterling Investment Counsel
New York
$2.84M +$4.52K +10 +0.2%
FANJ
1635
Financial Architects (New Jersey)
New Jersey
$2.84M +$132K +292 +5%
HCMT
1636
Highland Capital Management (Tennessee)
Tennessee
$2.84M +$224K +496 +9%
NSAM
1637
North Star Asset Management
Wisconsin
$2.84M
GC
1638
Gilbert & Cook
Iowa
$2.83M +$512K +1,134 +22%
FAM
1639
Formidable Asset Management
Ohio
$2.83M -$86.3K -191 -3%
ULWM
1640
Upper Left Wealth Management
Florida
$2.83M +$2.35M +44,180 +493%
FSWA
1641
Financial Synergies Wealth Advisors
Texas
$2.83M +$129K +286 +5%
B
1642
Bellecapital
Switzerland
$2.82M
LFA
1643
Laraway Financial Advisors
Minnesota
$2.82M +$320K +710 +13%
CHC
1644
City Holding Co
West Virginia
$2.82M -$56.5K -125 -2%
AFG
1645
Allegheny Financial Group
Pennsylvania
$2.82M +$7.23K +16 +0.3%
LWM
1646
Laidlaw Wealth Management
New York
$2.81M -$593K -1,312 -17%
WPC
1647
Waters Parkerson & Co
Louisiana
$2.81M +$22.6K +50 +0.8%
RRCM
1648
Rappaport Reiches Capital Management
Illinois
$2.8M +$587K +1,299 +26%
WJA
1649
Willis Johnson & Associates
Texas
$2.8M +$216K +478 +8%
CC
1650
Cadinha & Co
Hawaii
$2.8M -$15.4K -34 -0.5%