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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 %
VPIM
1976
Vanguard Personalized Indexing Management
California
$1.75M +$940K +1,979 +116%
HWIS
1977
Hancock Whitney Investment Services
Louisiana
$1.75M +$1.75M +3,685 New
VCM
1978
Violich Capital Management
California
$1.75M +$187K +393 +12%
SIP
1979
Stoneridge Investment Partners
Pennsylvania
$1.75M -$77.9K -164 -4%
PFGIA
1980
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M -$94K -198 -5%
BAMG
1981
Brand Asset Management Group
Missouri
$1.73M -$35.6K -75 -2%
HCM
1982
HM Capital Management
Missouri
$1.73M -$231K -487 -12%
CHP
1983
Cable Hill Partners
Oregon
$1.73M
BSI
1984
Bennett Selby Investments
Maine
$1.72M +$175K +369 +11%
OAM
1985
Oberweis Asset Management
Illinois
$1.71M +$5.7K +12 +0.3%
JFA
1986
JNBA Financial Advisors
Minnesota
$1.71M -$19.5K -41 -1%
JPMIA
1987
J.P. Marvel Investment Advisors
Massachusetts
$1.71M +$8.08K +17 +0.5%
GP
1988
Girard Partners
Pennsylvania
$1.7M -$51.8K -109 -3%
MMPW
1989
Mitchell McLeod Pugh & Williams
Alabama
$1.7M +$114K +241 +7%
FMTC
1990
Farmers & Merchants Trust Company
California
$1.7M
NCM
1991
Northside Capital Management
Oregon
$1.7M
CCM
1992
Compton Capital Management
Rhode Island
$1.69M -$136K -287 -7%
SFPM
1993
Sensible Financial Planning & Management
Massachusetts
$1.69M -$5.22K -11 -0.3%
FC
1994
Forte Capital
New York
$1.69M -$229K -483 -12%
MJRIC
1995
Mogy Joel R Investment Counsel
California
$1.69M +$406K +855 +32%
SIAP
1996
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.69M -$108K -228 -6%
XF
1997
XML Financial
Maryland
$1.69M +$37.5K +79 +2%
BWM
1998
BlackDiamond Wealth Management
New York
$1.69M +$1.69M +3,548 New
ACP
1999
Aviance Capital Partners
Florida
$1.68M +$44.7K +94 +3%
HPA
2000
High Probability Advisors
New York
$1.67M +$177K +373 +12%