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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 %
IWP
2026
Insight Wealth Partners
Texas
$1.62M +$1.33M +2,803 +467%
CWM
2027
Cranbrook Wealth Management
Michigan
$1.62M -$35.6K -75 -2%
RCC
2028
Red Cedar Capital
Nebraska
$1.61M +$40.4K +85 +3%
PWG
2029
Private Wealth Group
Florida
$1.6M
TCM
2030
Traynor Capital Management
Pennsylvania
$1.6M -$92.6K -195 -5%
WAM
2031
Weinberger Asset Management
California
$1.6M +$1.6M +3,362 New
RhumbLine Advisers
2032
RhumbLine Advisers
Massachusetts
$1.6M -$3.1M -6,524 -66%
LRIA
2033
Leonard Rickey Investment Advisors
Washington
$1.59M -$7.12K -15 -0.4%
FAT
2034
First American Trust
California
$1.59M -$2.37K -5 -0.1%
NG
2035
Northstar Group
New York
$1.59M +$9.5K +20 +0.6%
SFM
2036
Stack Financial Management
Montana
$1.59M -$2.38K -5 -0.1%
CAL
2037
Capital Analysts LLC
Pennsylvania
$1.59M +$950 +2 +0.1%
CM
2038
Cornerstone Management
Georgia
$1.59M -$110K -232 -6%
BOM
2039
Bank of Marin
California
$1.58M -$129K -272 -8%
EWM
2040
EPG Wealth Management
Georgia
$1.58M -$3.33K -7 -0.2%
MF
2041
Manchester Financial
California
$1.57M +$57.5K +121 +4%
ADIM
2042
Alpha DNA Investment Management
Maryland
$1.57M +$1.48M +41,978 +1,567%
DSA
2043
Droms Strauss Advisors
Missouri
$1.57M -$50.8K -107 -3%
BAS
2044
Brown Advisory Securities
Maryland
$1.57M -$92.6K -195 -6%
HDIM
2045
Hanson & Doremus Investment Management
Vermont
$1.57M
CL
2046
CIM LLC
New York
$1.56M -$6.48M -14,900 -81%
RWA
2047
Roberts Wealth Advisors
California
$1.56M +$329K +688 +27%
PAM
2048
Premier Asset Management
Illinois
$1.56M +$13.8K +29 +0.9%
WPP
2049
Whalerock Point Partners
Rhode Island
$1.56M +$42.7K +90 +3%
RWA
2050
River Wealth Advisors
Pennsylvania
$1.56M -$185K -390 -11%