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SPDR S&P 500 ETF Trust

3,119 hedge funds and large institutions have $271B invested in SPDR S&P 500 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,284 increasing their positions, 1,280 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,119
Holders Change
-35
Holders Change %
-1.11%
% of All Funds
49.36%
Holding in Top 10
900
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.64%
% of All Funds
14.24%
New
176
Increased
1,284
Reduced
1,280
Closed
167
Calls
$146B
Puts
$397B
Net Calls
-$252B
Net Calls Change
-$51.6B
Name Holding Trade Value Shares
Change
Shares
Change %
LIG
1976
Lokken Investment Group
Delaware
$1.61M -$348K -845 -18%
EAM
1977
Empirical Asset Management
Massachusetts
$1.61M -$4.49M -9,935 -74%
SFPM
1978
Sensible Financial Planning & Management
Massachusetts
$1.61M -$4.52K -10 -0.3%
NL
1979
NVWM LLC
Pennsylvania
$1.6M -$3.47M -7,683 -68%
E
1980
Ergoteles
New York
$1.6M -$3.47M -7,682 -68%
ERIC
1981
Eagle Rock Investment Company
Georgia
$1.6M -$204K -452 -11%
MCWS
1982
McKinley Carter Wealth Services
West Virginia
$1.6M -$917K -2,031 -36%
HCM
1983
HM Capital Management
Missouri
$1.6M -$47.4K -105 -3%
LCM
1984
Logan Capital Management
Pennsylvania
$1.59M -$1.55M -3,422 -49%
TWP
1985
Tempus Wealth Planning
California
$1.59M +$370K +819 +30%
CSA
1986
Cottage Street Advisors
Massachusetts
$1.59M +$106K +235 +7%
CL
1987
CIM LLC
New York
$1.58M
CBT
1988
CoreFirst Bank & Trust
Kansas
$1.58M
SOS
1989
Silver Oak Securities
Tennessee
$1.58M +$1.58M +3,548 New
TIA
1990
Tiemann Investment Advisors
California
$1.58M
ODIJL
1991
One Day In July LLC
Vermont
$1.58M +$11.3K +25 +0.7%
SWM
1992
Selective Wealth Management
Virginia
$1.57M +$743K +1,646 +90%
HWMA
1993
Heritage Wealth Management (Arizona)
Arizona
$1.57M +$1.57M +3,467 New
CCA
1994
Clearwater Capital Advisors
Illinois
$1.56M -$7.23K -16 -0.5%
9WM
1995
9258 Wealth Management
Ohio
$1.56M +$185K +409 +13%
NG
1996
Northstar Group
New York
$1.56M +$42.9K +95 +3%
RCC
1997
Red Cedar Capital
Nebraska
$1.55M +$27.1K +60 +2%
LJHT
1998
Laurie J. Hall Trustee
$1.55M +$9.04K +20 +0.6%
PNAA
1999
Pictet North America Advisors
Switzerland
$1.55M
CWA
2000
Consilio Wealth Advisors
Washington
$1.55M -$147K -325 -9%