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SPDR S&P 500 ETF Trust

2,707 hedge funds and large institutions have $209B invested in SPDR S&P 500 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 968 increasing their positions, 1,064 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+285
Holders Change %
+11.77%
% of All Funds
48.03%
Holding in Top 10
795
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+10.72%
% of All Funds
14.11%
New
401
Increased
968
Reduced
1,064
Closed
82
Calls
$134B
Puts
$273B
Net Calls
-$139B
Net Calls Change
-$32.6B
Name Holding Trade Value Shares
Change
Shares
Change %
QWM
2576
QP Wealth Management
New Jersey
$208K -$37.4K -100 -15%
APWM
2577
Atlas Private Wealth Management
New York
$208K -$12.7K -34 -6%
S
2578
SimplyRich
California
$208K +$208K +555 New
ACM
2579
Alamar Capital Management
California
$208K +$208K +557 New
AMG
2580
Advisors Management Group
Wisconsin
$207K +$207K +553 New
WKWM
2581
Walter & Keenan Wealth Management
Indiana
$207K +$207K +554 New
WI
2582
WrapManager Inc
California
$207K +$207K +554 New
BFM
2583
Broadview Financial Management
Wisconsin
$207K +$207K +554 New
GJCM
2584
Grand Jean Capital Management
California
$206K +$206K +551 New
NFSG
2585
Newbridge Financial Services Group
Florida
$205K -$10.8K -29 -5%
LA
2586
Lynch & Associates
Indiana
$205K +$205K +547 New
PWS
2587
Peloton Wealth Strategists
Indiana
$205K +$205K +549 New
SKK
2588
Shepherd Kaplan Krochuk
Massachusetts
$203K -$34.1K -91 -14%
TCM
2589
Tran Capital Management
California
$203K +$203K +542 New
HPCM
2590
Hunter Perkins Capital Management
Illinois
$203K +$203K +543 New
NQWM
2591
Northwest Quadrant Wealth Management
Oregon
$203K +$203K +545 New
LAM
2592
LifePro Asset Management
California
$202K +$202K +539 New
UBG
2593
United Bank (Georgia)
Georgia
$202K +$202K +540 New
PS
2594
Planned Solutions
California
$201K -$188K -502 -48%
BWL
2595
Bogart Wealth LLC
Virginia
$200K
BL
2596
Balentine LLC
Georgia
$200K +$160K +429 +405%
CIAS
2597
CBIZ Investment Advisory Services
Ohio
$194K -$174K
CAM
2598
Costello Asset Management
Pennsylvania
$192K
CIA
2599
Cascade Investment Advisors
Oregon
$191K
DWA
2600
Dougherty Wealth Advisers
Minnesota
$190K -$10.8K -29 -5%