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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 %
FPB
1826
First PREMIER Bank
South Dakota
$2.26M
BSA
1827
Bull Street Advisors
Georgia
$2.26M +$47.5K +100 +2%
LIG
1828
Lokken Investment Group
Delaware
$2.26M -$11.4K -24 -0.5%
SVWAG
1829
Sound View Wealth Advisors Group
Georgia
$2.26M +$20.4K +43 +0.9%
MGWM
1830
Marks Group Wealth Management
Minnesota
$2.26M +$1.84M +3,870 +438%
IPW
1831
Intergy Private Wealth
Colorado
$2.26M +$2.26M +4,747 New
MRWM
1832
ML&R Wealth Management
Texas
$2.25M +$2.25M +4,743 New
RIA
1833
Realta Investment Advisors
Delaware
$2.25M -$42.7K -90 -2%
MA
1834
MBA Advisors
Pennsylvania
$2.25M +$28.5K +60 +1%
PPW
1835
Pinnacle Private Wealth
Massachusetts
$2.23M +$2.23M +4,698 New
WP
1836
WealthShield Partners
North Carolina
$2.23M +$639K +1,346 +40%
MVP
1837
Miller Value Partners
Florida
$2.23M +$1.66M +3,498 +295%
RP
1838
Rice Partnership
Hawaii
$2.22M +$99.3K +209 +5%
AWM
1839
Affinity Wealth Management
Delaware
$2.22M -$95.6K -210 -4%
BBA
1840
Braun-Bostich & Associates
Pennsylvania
$2.22M +$1.87M +4,103 +533%
TSWM
1841
Tyler-Stone Wealth Management
Ohio
$2.22M +$2.22M +4,667 New
SIA
1842
SeaBridge Investment Advisors
New Jersey
$2.21M +$176K +370 +9%
MSCM
1843
McElhenny Sheffield Capital Management
Texas
$2.2M +$782K +1,646 +55%
UWM
1844
USAdvisors Wealth Management
Minnesota
$2.2M -$633K -1,333 -22%
SWM
1845
Southern Wealth Management
Texas
$2.2M +$558K +1,174 +34%
OWA
1846
Octavia Wealth Advisors
Ohio
$2.2M +$360K +756 +20%
UMC
1847
United Maritime Capital
New York
$2.19M -$191K -400 -8%
NDSI
1848
Newman Dignan & Sheerar Inc
Rhode Island
$2.19M +$5.23K +11 +0.2%
ACWM
1849
Adams Chetwood Wealth Management
North Carolina
$2.19M -$43.7K -92 -2%
MFW
1850
Mosaic Family Wealth
Missouri
$2.18M -$1.29M -2,722 -37%