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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 %
BZWA
2401
Blue Zone Wealth Advisors
California
$785K +$350K +776 +81%
RWG
2402
Ratio Wealth Group
Colorado
$784K -$8.13K -18 -1%
AWM
2403
AllSquare Wealth Management
New York
$783K -$350K -775 -31%
HCP
2404
Hexagon Capital Partners
Arkansas
$781K +$3.16K +7 +0.4%
NPF
2405
Norris Perne & French
Michigan
$779K
FTA
2406
Financial & Tax Architects
Missouri
$775K -$5.54M -12,264 -88%
WA
2407
Wealthstar Advisors
Texas
$775K +$33K +73 +4%
DWM
2408
Dorchester Wealth Management
Quebec, Canada
$772K +$455K +1,100 +143%
PAG
2409
Powers Advisory Group
Illinois
$771K
SRC
2410
Shufro Rose & Co
New York
$770K +$108K +239 +16%
CWA
2411
Consilium Wealth Advisory
Texas
$769K -$151K -334 -16%
PCM
2412
Passive Capital Management
Maryland
$767K +$4.52K +10 +0.6%
LFA
2413
LifeGuide Financial Advisors
Pennsylvania
$765K
AC
2414
AWM Capital
Arizona
$764K +$21.7K +48 +3%
JE
2415
JMAC Enterprises
Pennsylvania
$764K +$22.6K +50 +3%
SAM
2416
Strategic Asset Management
Minnesota
$762K -$332K -734 -30%
BFG
2417
Beacon Financial Group
Texas
$762K +$12.3K +27 +2%
BPFA
2418
Barnes Pettey Financial Advisors
Mississippi
$761K -$17.6K -39 -2%
FPWM
2419
FSB Premier Wealth Management
Iowa
$758K +$746K +1,745 +6,232%
EGWAG
2420
Elwood & Goetz Wealth Advisory Group
Georgia
$757K +$60K +133 +9%
HIMC
2421
Heritage Investors Management Corp
Maryland
$756K +$316K +700 +72%
AWM
2422
Altus Wealth Management
Kentucky
$755K +$48.3K +107 +7%
CFA
2423
Cahill Financial Advisors
Minnesota
$754K +$903 +2 +0.1%
AWMS
2424
Advocacy Wealth Management Services
Georgia
$751K
CWP
2425
Concord Wealth Partners
Virginia
$750K -$9.93K -22 -1%