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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 %
VAG
2351
VisionPoint Advisory Group
Texas
$927K -$10.5M -23,501 -92%
BCM
2352
Breiter Capital Management
Florida
$926K -$30.9K -65 -3%
NAS
2353
Nicolet Advisory Services
Wisconsin
$921K +$42.3K +89 +5%
ORC
2354
O'Rourke & Company
Massachusetts
$919K +$919K +1,935 New
HTHT
2355
Hemenway Trust Hemenway Trust
New Hampshire
$918K +$381K +802 +71%
AOWM
2356
Alpha Omega Wealth Management
Virginia
$912K +$3.25K +7 +0.4%
TFO
2357
Tarbox Family Office
California
$909K
PWS
2358
Peterson Wealth Services
Utah
$908K +$908K +1,911 New
TIA
2359
Tandem Investment Advisors
South Carolina
$903K -$50.9K -107 -5%
RSS
2360
Rosenblum Silverman Sutton
California
$902K -$8.55K -18 -0.9%
RPGK
2361
Retirement Planning Group (Kansas)
Kansas
$900K +$65.6K +138 +8%
WFA
2362
Websterrogers Financial Advisors
South Carolina
$899K -$3.32K -7 -0.4%
IAS
2363
IMA Advisory Services
Colorado
$899K
SCA
2364
Stonebridge Capital Advisors
Minnesota
$897K -$1.9K -4 -0.2%
LWMG
2365
Levy Wealth Management Group
Pennsylvania
$895K -$7.12K -15 -0.8%
AAM
2366
Autus Asset Management
Arizona
$893K +$7.13K +15 +0.8%
GWCM
2367
Godshalk Welsh Capital Management
Pennsylvania
$891K -$11.9K -25 -1%
WGCA
2368
Wolf Group Capital Advisors
Virginia
$891K +$594K +1,250 +200%
PFC
2369
Phocas Financial Corp
California
$888K
TPM
2370
Triasima Portfolio Management
Quebec, Canada
$883K
SAA
2371
Southeast Asset Advisors
Georgia
$882K +$166K +350 +23%
CSWM
2372
Cassady Schiller Wealth Management
Ohio
$880K +$880K +1,852 New
SFC
2373
SYM Financial Corp
Indiana
$879K +$52.3K +110 +6%
RCM
2374
Rain Capital Management
Oregon
$877K -$43.7K -92 -5%
AFA
2375
American Financial Advisors
Georgia
$876K -$232K -488 -21%