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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 %
MIS
2126
Morningstar Investment Services
Illinois
$1.34M +$1.34M +2,828 New
RFO
2127
RiverGlades Family Offices
Florida
$1.34M -$61.7K -130 -4%
LK
2128
Lumbard & Kellner
New Hampshire
$1.34M
AWA
2129
AmeriServ Wealth Advisors
Pennsylvania
$1.34M -$47K -99 -3%
HWM
2130
Horizon Wealth Management
Illinois
$1.34M +$1.34M +2,812 New
OBWG
2131
Onyx Bridge Wealth Group
New York
$1.33M -$174K -365 -12%
CWM
2132
Campbell Wealth Management
Virginia
$1.32M +$71.2K +150 +6%
SFP
2133
Sterling Financial Planning
New Jersey
$1.32M +$81.3K +171 +7%
TIAM2
2134
Tru Independence Asset Management 2
Oregon
$1.32M -$3.47M -7,297 -72%
EPWM
2135
Essex Private Wealth Management
Massachusetts
$1.32M +$96.9K +204 +8%
MSS
2136
Mitchell Sinkler & Starr
Pennsylvania
$1.32M +$163K +343 +14%
SCA
2137
STALEY CAPITAL ADVISERS
Pennsylvania
$1.31M +$475 +1 +0%
FWI
2138
Facet Wealth Inc
Maryland
$1.31M +$58.9K +124 +5%
VIA
2139
Vickerman Investment Advisors
Washington
$1.31M -$11.4K -24 -0.9%
NCM
2140
Northwest Capital Management
Oregon
$1.31M -$11.7K -26 -0.9%
CWM
2141
Collaborative Wealth Management
Florida
$1.3M +$1.3M +2,738 New
BFA
2142
Bill Few Associates
Pennsylvania
$1.3M +$1.3M +2,730 New
IIL
2143
Insight Inv LLC
California
$1.3M +$1.3M +2,717 New
AG
2144
Appleton Group
Wisconsin
$1.29M
CFMC
2145
Curbstone Financial Management Corp
New Hampshire
$1.29M
BAM
2146
Bruderman Asset Management
New York
$1.29M -$2.16M -4,558 -63%
TWP
2147
Tempus Wealth Planning
California
$1.29M +$28.5K +60 +2%
AHIA
2148
Andrew Hill Investment Advisors
Florida
$1.28M +$1.28M +2,705 New
CWA
2149
Core Wealth Advisors
Florida
$1.28M
WCG
2150
Wall Capital Group
Arizona
$1.28M +$48.9K +103 +4%