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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 %
HA
2001
HC Advisors
Georgia
$1.54M
EWM
2002
EPG Wealth Management
Georgia
$1.54M +$43.4K +96 +3%
KPCM
2003
Kings Point Capital Management
New York
$1.54M -$35.2K -78 -2%
PWM
2004
PRW Wealth Management
Massachusetts
$1.54M +$805K +1,782 +110%
SMDAM
2005
Sumitomo Mitsui DS Asset Management
Japan
$1.54M -$1.25M -2,768 -45%
CWM
2006
Cranbrook Wealth Management
Michigan
$1.54M
RCAMU
2007
Rothschild & Co Asset Management US
Connecticut
$1.53M -$166K -368 -10%
ACP
2008
Aviance Capital Partners
Florida
$1.53M -$67.7K -150 -4%
GP
2009
Girard Partners
Pennsylvania
$1.53M -$90.3K -200 -6%
VCM
2010
Violich Capital Management
California
$1.53M -$133K -295 -8%
BSI
2011
Bennett Selby Investments
Maine
$1.53M -$108K -240 -7%
CAL
2012
Capital Analysts LLC
Pennsylvania
$1.53M +$16.7K +37 +1%
TWM
2013
Titus Wealth Management
California
$1.52M -$355K -785 -19%
PFGIA
2014
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M -$126K -279 -8%
PWG
2015
Private Wealth Group
Florida
$1.52M +$1.81K +4 +0.1%
TCM
2016
Traynor Capital Management
Pennsylvania
$1.52M +$2.71K +6 +0.2%
RhumbLine Advisers
2017
RhumbLine Advisers
Massachusetts
$1.52M
COF
2018
Capital One Financial
Virginia
$1.52M -$6.39M -14,139 -81%
DSA
2019
Droms Strauss Advisors
Missouri
$1.51M
CIC
2020
Cutler Investment Counsel
Oregon
$1.51M +$1.16M +2,577 +337%
HNWA
2021
Henrickson Nauta Wealth Advisors
Michigan
$1.51M +$28.5K +63 +2%
HPM
2022
Hudson Portfolio Management
New York
$1.5M +$401K +888 +36%
MPW
2023
MA Private Wealth
California
$1.5M +$41.1K +91 +3%
CNC
2024
Citizens & Northern Corp
Pennsylvania
$1.5M -$61.9K -137 -4%
OPA
2025
Old Port Advisors
Maine
$1.5M +$66.2K +146 +5%