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SPDR S&P 500 ETF Trust

2,708 hedge funds and large institutions have $225B invested in SPDR S&P 500 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 985 increasing their positions, 1,267 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,708
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
47.68%
Holding in Top 10
738
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-7.17%
% of All Funds
13%
New
159
Increased
985
Reduced
1,267
Closed
124
Calls
$151B
Puts
$291B
Net Calls
-$141B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
2551
Cutler Capital Management
Massachusetts
$241K +$241K +609 New
PCMK
2552
Paragon Capital Management (Kansas)
Kansas
$240K +$240K +575 New
YIH
2553
Y-Intercept (HK)
Hong Kong
$239K +$239K +606 New
BFG
2554
Barber Financial Group
Kansas
$238K -$15.7M -39,735 -99%
HWA
2555
Heritage Way Advisors
Illinois
$238K
PFM
2556
Peak Financial Management
Massachusetts
$237K +$1.19K +3 +0.5%
KAM
2557
Knightsbridge Asset Management
California
$237K +$237K +599 New
CWA
2558
Capital Wealth Alliance
Arizona
$235K -$14.6K -37 -6%
MIP
2559
Marietta Investment Partners
Wisconsin
$235K +$3.97K +10 +2%
BCM
2560
Brookmont Capital Management
Texas
$234K
CTFG
2561
Capstone Triton Financial Group
Oklahoma
$233K
FWP
2562
Firethorn Wealth Partners
Georgia
$232K -$246K -620 -51%
PT
2563
Plimoth Trust
Massachusetts
$232K
PIA
2564
Pinion Investment Advisors
Kansas
$232K +$7.54K +19 +3%
NPPM
2565
North Point Portfolio Managers
Ohio
$229K
BFA
2566
Brown Financial Advisory
Alabama
$228K
NCP
2567
NexWave Capital Partners
New York
$227K -$258K -649 -53%
PCA
2568
Private Capital Advisors
Connecticut
$227K
AWG
2569
Altus Wealth Group
Colorado
$227K +$17.8K +43 +9%
LWP
2570
Lumature Wealth Partners
Georgia
$224K
DWA
2571
Dougherty Wealth Advisers
Minnesota
$224K +$22.2K +56 +11%
NFSG
2572
Newbridge Financial Services Group
Florida
$223K +$5.55K +14 +3%
BWL
2573
Bogart Wealth LLC
Virginia
$223K +$10.3K +26 +5%
ACA
2574
Aptus Capital Advisors
Alabama
$222K -$19.5K -49 -8%
AFM
2575
Andesa Financial Management
Pennsylvania
$222K +$1.59K +4 +0.7%