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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 %
SI
2101
Symmetry Investments
Jersey
$1.43M -$12M -25,300 -89%
WFA
2102
Wipfli Financial Advisors
Wisconsin
$1.42M -$7.12K -15 -0.5%
TRIA
2103
Trail Ridge Investment Advisors
Colorado
$1.42M +$1.42M +2,982 New
HCM
2104
Howard Capital Management
Georgia
$1.41M +$1.41M +2,976 New
MWM
2105
Maltin Wealth Management
New Jersey
$1.41M -$11.9K -25 -0.8%
PCG
2106
Prosperity Consulting Group
Maryland
$1.4M +$1.4M +3,068 New
BCFS
2107
Butensky & Cohen Financial Security
Florida
$1.4M -$7.6K -16 -0.5%
IAS
2108
Investment Advisory Services
Texas
$1.39M -$210K -443 -13%
OAP
2109
One Advisory Partners
Kansas
$1.39M
HR
2110
Hayden Royal
North Carolina
$1.39M -$1.71M -3,593 -55%
FPFS
2111
First Personal Financial Services
North Carolina
$1.38M +$843K +1,775 +158%
SAM
2112
SignalPoint Asset Management
Missouri
$1.38M +$8.55K +18 +0.6%
SAM
2113
Summit Asset Management
Tennessee
$1.37M -$7.13K -15 -0.5%
WBG
2114
Wharton Business Group
Pennsylvania
$1.37M
MLIC
2115
Mandatum Life Insurance Company
Finland
$1.37M
WWA
2116
WC Walker & Associates
California
$1.37M -$68.7K -148 -5%
TC
2117
Trilogy Capital
California
$1.37M +$585K +1,232 +75%
ECM
2118
Exchange Capital Management
Michigan
$1.36M -$12.8K -27 -0.9%
LCOV
2119
London Company of Virginia
Virginia
$1.36M +$872K +1,837 +179%
JIP
2120
JBJ Investment Partners
South Carolina
$1.36M
WIC
2121
WealthBridge Investment Counsel
Alberta, Canada
$1.36M +$107K +225 +9%
IIC
2122
Ironwood Investment Counsel
Arizona
$1.35M +$120K +253 +10%
CB
2123
Cadence Bank
Mississippi
$1.35M -$9.5K -20 -0.7%
LA
2124
LexAurum Advisors
Kansas
$1.35M +$190K +401 +16%
LWA
2125
LWS Wealth Advisors
New Jersey
$1.34M -$9.97K -21 -0.7%