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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 %
SGI
1926
Summit Global Investments
Utah
$1.89M
SAS
1927
Sanford Advisory Services
Michigan
$1.89M +$13.8K +29 +0.7%
FSC
1928
Full Sail Capital
Oklahoma
$1.89M -$1.79M -4,118 -49%
KFA
1929
Kelleher Financial Advisors
New York
$1.88M -$330K -695 -15%
JF
1930
JSF Financial
California
$1.88M +$47.5K +100 +3%
SSWM
1931
Sheets Smith Wealth Management
North Carolina
$1.88M -$39.4K -83 -2%
BWM
1932
BerganKDV Wealth Management
Minnesota
$1.87M -$8.08K -17 -0.4%
AUB
1933
Atlantic Union Bankshares
Virginia
$1.87M -$276K -582 -13%
CAC
1934
Certified Advisory Corp
Florida
$1.87M +$284K +597 +18%
CIAS
1935
Capital Investment Advisory Services
North Carolina
$1.87M +$116K +244 +7%
HL
1936
HeadInvest LLC
Maine
$1.87M -$31.4K -66 -2%
MF
1937
Meridian Financial
Massachusetts
$1.87M +$1.87M +3,928 New
HWM
1938
Hemington Wealth Management
Virginia
$1.87M +$19.4K +52 +1%
PCM
1939
Parsons Capital Management
Rhode Island
$1.86M +$96.9K +204 +5%
CA
1940
Cambridge Advisors
Nebraska
$1.86M
PAM
1941
Peninsula Asset Management
Florida
$1.86M -$764K -1,609 -29%
DWM
1942
Dopkins Wealth Management
New York
$1.86M +$1.86M +3,912 New
CSB
1943
City State Bank
Iowa
$1.86M +$1.86M +3,910 New
CAM
1944
Claret Asset Management
Quebec, Canada
$1.85M -$47K -99 -2%
EWM
1945
Elite Wealth Management
Washington
$1.85M +$10.4K +22 +0.6%
JIR
1946
James Investment Research
Ohio
$1.85M -$52.2K -110 -3%
HG
1947
Herbst Group
Connecticut
$1.84M +$1.84M +3,880 New
ZCI
1948
Zevenbergen Capital Investments
Washington
$1.84M +$732K +1,542 +66%
MCM
1949
Morton Capital Management
California
$1.83M +$1.83M +3,860 New
SWM
1950
Sculati Wealth Management
Michigan
$1.83M +$2.85K +6 +0.2%