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 %
PFBT
1751
Parkside Financial Bank & Trust
Missouri
$2.56M -$10.9K -23 -0.4%
IFA
1752
Index Fund Advisors
California
$2.56M +$2.56M +5,398 New
WAS
1753
WESPAC Advisors SoCal
California
$2.56M +$225K +497 +10%
EIA
1754
Eldridge Investment Advisors
New Hampshire
$2.56M -$23.3K -49 -0.9%
MC
1755
Mathes Company
New York
$2.55M +$16.6K +35 +0.7%
PFWA
1756
Paces Ferry Wealth Advisors
Georgia
$2.54M +$65.1K +137 +3%
AP
1757
Advisor Partners
California
$2.53M -$137K -289 -5%
MDSL
1758
M.D. Sass LLC
New York
$2.52M -$76K -160 -3%
BA
1759
Ballast Advisors
Minnesota
$2.52M -$17.6K -37 -0.7%
MWA
1760
Martel Wealth Advisors
Washington
$2.51M -$47.5K -100 -2%
SCA
1761
Sandy Cove Advisors
Massachusetts
$2.51M +$2.51M +5,277 New
NCM
1762
Nelson Capital Management
California
$2.5M +$92.6K +195 +4%
RWP
1763
Ridgecrest Wealth Partners
California
$2.49M +$20.4K +43 +0.8%
AMG
1764
Asset Management Group
Connecticut
$2.48M -$53.2K -112 -2%
TAM
1765
Trillium Asset Management
Massachusetts
$2.48M +$104K +218 +4%
HNWAG
1766
High Net Worth Advisory Group
Florida
$2.46M +$2.46M +5,187 New
ATPW
1767
Ashton Thomas Private Wealth
Arizona
$2.46M +$278K +585 +13%
W
1768
Wealthquest
Ohio
$2.46M -$104K -219 -4%
GP
1769
Geneva Partners
Wisconsin
$2.45M +$1.9K +4 +0.1%
TW
1770
Towerpoint Wealth
California
$2.45M +$7.6K +16 +0.3%
GC
1771
Gilbert & Cook
Iowa
$2.44M -$10.9K -23 -0.4%
AC
1772
Alley Company
Illinois
$2.44M +$111K +233 +5%
IA
1773
Insight Advisors
Pennsylvania
$2.44M +$197K +414 +9%
TFA
1774
Teamwork Financial Advisors
Texas
$2.44M +$125K +264 +5%
IWA
1775
Inspirion Wealth Advisors
Illinois
$2.43M -$63.2K -133 -3%