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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 %
SFS
1701
Security Financial Services
Indiana
$2.75M +$2.75M +5,793 New
HCMT
1702
Highland Capital Management (Tennessee)
Tennessee
$2.75M -$178K -375 -6%
AWP
1703
Abacus Wealth Partners
California
$2.75M -$4.3M -9,056 -61%
LW
1704
Libra Wealth
California
$2.74M +$2.74M +5,777 New
SF
1705
Symphony Financial
Texas
$2.73M -$52.5K -110 -2%
WJA
1706
Willis Johnson & Associates
Texas
$2.72M -$28K -59 -1%
BCA
1707
Bay Colony Advisors
Massachusetts
$2.72M +$154K +324 +6%
HCA
1708
Harbour Capital Advisors
Virginia
$2.72M -$9.5K -20 -0.3%
DIA
1709
Dana Investment Advisors
Wisconsin
$2.72M +$301K +634 +12%
CCM
1710
Crossvault Capital Management
Texas
$2.72M +$12.4K +26 +0.5%
FWM
1711
Fairhaven Wealth Management
Illinois
$2.72M +$87.4K +184 +3%
BEAM
1712
Baker Ellis Asset Management
Washington
$2.71M -$44.6K -94 -2%
LFS
1713
Legacy Financial Strategies
Kansas
$2.71M -$7.6K -16 -0.3%
SFM
1714
Signet Financial Management
New Jersey
$2.7M -$1.82M -3,828 -40%
AIM
1715
Acropolis Investment Management
Missouri
$2.7M -$4.75K -10 -0.2%
CCFCSB
1716
Cape Cod Five Cents Savings Bank
Massachusetts
$2.7M -$183K -385 -6%
BWA
1717
Beam Wealth Advisors
Louisiana
$2.69M +$137K +289 +5%
EP
1718
EPIQ Partners
Minnesota
$2.69M -$570K -1,200 -18%
BFIC
1719
Bedell Frazier Investment Counselling
California
$2.69M +$793K +1,669 +42%
PGWM
1720
Parisi Gray Wealth Management
New Jersey
$2.68M -$3.33K -7 -0.1%
BFA
1721
Beaumont Financial Advisors
Massachusetts
$2.68M +$820K +1,726 +44%
SN
1722
Sittner & Nelson
Oregon
$2.68M +$33.3K +70 +1%
MCM
1723
McMillion Capital Management
North Carolina
$2.67M +$6.17K +13 +0.2%
WAM
1724
WNY Asset Management
New York
$2.67M +$9.5K +20 +0.4%
PAM
1725
PVG Asset Management
Colorado
$2.66M +$2.66M +5,596 New