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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 %
WCG
1876
Weaver Consulting Group
California
$2.09M +$71.7K +151 +4%
APIM
1877
Agate Pass Investment Management
Washington
$2.08M +$2.08M +4,376 New
UWPG
1878
Ullmann Wealth Partners Group
Florida
$2.08M -$76K -160 -4%
1WM
1879
1900 Wealth Management
Texas
$2.07M -$28K -59 -1%
SSCA
1880
South Shore Capital Advisors
Massachusetts
$2.07M +$401K +844 +24%
PBC
1881
Pavion Blue Capital
California
$2.07M -$19K -40 -0.9%
CPC
1882
Consolidated Planning Corp
Georgia
$2.07M +$385K +810 +23%
CRIG
1883
Charter Research & Investment Group
Connecticut
$2.06M -$47.5K -100 -2%
ISL
1884
Ingalls & Snyder LLC
New York
$2.06M -$55.1K -116 -3%
OPWM
1885
Oxinas Partners Wealth Management
Indiana
$2.06M -$105K -221 -5%
SDWMA
1886
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.06M +$27.6K +58 +1%
PAIM
1887
Punch & Associates Investment Management
Minnesota
$2.05M +$53.7K +113 +3%
GD
1888
Grandfield & Dodd
New York
$2.04M -$170K -358 -8%
BFIM
1889
Beese Fulmer Investment Management
Ohio
$2.04M +$178K +374 +10%
KCFA
1890
Key Client Fiduciary Advisors
New Jersey
$2.04M +$2.04M +4,289 New
CCB
1891
Cutter & Co Brokerage
Missouri
$2.02M -$1.43K -3 -0.1%
PFT
1892
Providence First Trust
Arizona
$2.02M +$16.6K +35 +0.8%
AWM
1893
Avior Wealth Management
Nebraska
$2.01M -$152K -320 -7%
HCM
1894
Hengehold Capital Management
Ohio
$2M +$475 +1 +0%
RMA
1895
Roffman Miller Associates
Pennsylvania
$2M +$2.85K +6 +0.1%
CFSG
1896
Community Financial Services Group
Vermont
$2M
LJAC
1897
L.J. Altfest & Co
New York
$2M +$422K +889 +27%
SF
1898
SBK Financial
Virginia
$1.98M +$1.98M +4,171 New
IWMA
1899
Ironwood Wealth Management (Arizona)
Arizona
$1.98M -$20.9K -44 -1%
EK
1900
Evensky & Katz
Florida
$1.98M -$3.8K -8 -0.2%