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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 %
WLIM
1851
White Lighthouse Investment Management
Massachusetts
$2.18M +$5.7K +12 +0.3%
OFW
1852
Omnia Family Wealth
Florida
$2.17M +$43.9K +92 +2%
CTB
1853
Country Trust Bank
Illinois
$2.17M +$7.6K +16 +0.4%
VWA
1854
Visionary Wealth Advisors
Illinois
$2.17M +$15.2K +32 +0.7%
C
1855
CEDRUS
Colorado
$2.16M +$2.16M +4,549 New
WA
1856
Wambolt & Associates
Colorado
$2.16M -$28.5K -60 -1%
BWM
1857
Baystate Wealth Management
Massachusetts
$2.16M +$965K +2,032 +81%
JPLA
1858
Joseph P. Lucia & Associates
New York
$2.15M -$6.65K -14 -0.3%
LPT
1859
Legacy Private Trust
Wisconsin
$2.14M +$798K +1,680 +59%
TFA
1860
Toth Financial Advisory
Virginia
$2.14M -$61.7K -130 -3%
TH
1861
TCTC Holdings
Texas
$2.14M -$17.1K -36 -0.8%
VNA
1862
Valley National Advisers
Pennsylvania
$2.13M -$63.6K -134 -3%
PAMG
1863
Patton Albertson Miller Group
Tennessee
$2.12M +$61.7K +130 +3%
CDIA
1864
Capital Directions Investment Advisors
Georgia
$2.12M +$760K +1,600 +56%
PI
1865
Parkside Investments
Illinois
$2.12M -$33.2K -70 -2%
AWP
1866
Ascent Wealth Partners
New York
$2.12M -$957K -2,016 -31%
FRA
1867
Front Row Advisors
California
$2.12M +$83.4K +175 +4%
DWM
1868
Drive Wealth Management
Utah
$2.12M +$2.12M +4,447 New
ESB
1869
Essex Savings Bank
Connecticut
$2.11M +$30.9K +65 +1%
T. Rowe Price Associates
1870
T. Rowe Price Associates
Maryland
$2.1M -$90.7K -191 -4%
HKAM
1871
Horizon Kinetics Asset Management
New York
$2.1M -$384K -808 -15%
LAM
1872
L2 Asset Management
Massachusetts
$2.1M +$2.1M +4,410 New
TCM
1873
Tufton Capital Management
Maryland
$2.09M -$2.85K -6 -0.1%
ECG
1874
EPIQ Capital Group
California
$2.09M +$172K +361 +9%
WAS
1875
Winch Advisory Services
Wisconsin
$2.09M -$34.2K -72 -2%