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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 %
TWM
1901
Titus Wealth Management
California
$1.98M +$367K +773 +23%
CPSAC
1902
Chas P. Smith & Associates (CPS)
Florida
$1.97M -$122K -256 -6%
HP
1903
Highlander Partners
Texas
$1.97M +$1.97M +4,144 New
OA
1904
Oxbow Advisors
Texas
$1.96M +$29.9K +63 +2%
RFA
1905
Radnor Financial Advisors
Pennsylvania
$1.96M +$141K +296 +8%
CBA
1906
Coastal Bridge Advisors
Connecticut
$1.96M +$938K +2,105 +92%
WI
1907
Wedgewood Investors
Pennsylvania
$1.94M +$31.3K +66 +2%
WWM
1908
Wagner Wealth Management
South Carolina
$1.93M +$85.9K +181 +5%
NA
1909
Nottingham Advisors
New York
$1.93M -$9.5K -20 -0.5%
MW
1910
Milestone Wealth
New York
$1.93M +$1.93M +4,060 New
OHWP
1911
Oak Harbor Wealth Partners
North Carolina
$1.93M +$1.93M +4,053 New
SC
1912
Searle & Co
Connecticut
$1.92M -$309K -650 -14%
MFG
1913
MidWestOne Financial Group
Iowa
$1.92M
PA
1914
Paragon Advisors
Texas
$1.92M +$1.92M +4,051 New
AP
1915
Atwood & Palmer
Missouri
$1.92M -$131K -275 -6%
BHIA
1916
Birch Hill Investment Advisors
Massachusetts
$1.92M -$23.8K -50 -1%
QPW
1917
Quantum Private Wealth
Florida
$1.92M +$1.92M +4,036 New
CFFP
1918
Center for Financial Planning
Michigan
$1.91M -$160K -337 -8%
KPWG
1919
KFA Private Wealth Group
Virginia
$1.9M -$8.07K -17 -0.4%
PC
1920
Permanens Capital
New York
$1.9M -$3.84M -8,087 -67%
SAM
1921
Selway Asset Management
$1.9M
ERIC
1922
Eagle Rock Investment Company
Georgia
$1.9M +$1.9M +3,994 New
AMIM
1923
Aull & Monroe Investment Management
Alabama
$1.89M +$33.2K +70 +2%
VC
1924
Vicus Capital
Pennsylvania
$1.89M +$21.3K +184 +1%
WIA
1925
Westbourne Investment Advisors
Maryland
$1.89M +$194K +408 +11%