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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 %
SCM
2676
Sirios Capital Management
Massachusetts
$38K -$13K -35 -26%
USGIU
2677
U.S. Global Investors (USGI)
Texas
$37K
CWM
2678
Concentrum Wealth Management
California
$34K +$34K +91 New
JMF
2679
Johnson Midwest Financial
Iowa
$33K +$33K +88 New
Nisa Investment Advisors
2680
Nisa Investment Advisors
Missouri
$32K +$32K +85 New
RTC
2681
Riverview Trust Company
Washington
$30K
ZC
2682
Zeit Capital
Colorado
$26K +$26K +71 New
MAM
2683
McCarthy Asset Management
California
$25K +$25K +67 New
BC
2684
Barnett & Company
Tennessee
$22K
MWA
2685
Moser Wealth Advisors
Washington
$21K
CWM
2686
Curi Wealth Management
North Carolina
$21K +$21K +57 New
SCP
2687
Syntal Capital Partners
Texas
$19.8K +$6.25K +16,714 +46%
SCA
2688
Stuart Chaussee & Associates
California
$19K
ACG
2689
Allen Capital Group
Nebraska
$18K
EIM
2690
Essex Investment Management
Massachusetts
$16K +$3.72K +10 +30%
CPWM
2691
Cypress Point Wealth Management
Texas
$16K +$16K +43 New
FGAM
2692
Financial Gravity Asset Management
Texas
$14K +$14K +37 New
T2I
2693
Turim 21 Investimentos
Brazil
$13K +$13K +36 New
CHA
2694
Carmichael Hill & Associates
Maryland
$9K
AWM
2695
Accel Wealth Management
Iowa
$9K +$9K +25 New
MTCM
2696
Mint Tower Capital Management
Netherlands
$8K +$284 +78 +4%
TLFA
2697
True Link Financial Advisors
California
$8K +$8K +205 New
UFF
2698
USA Financial Formulas
Michigan
$6K -$375 -1 -6%
CCMW
2699
Cypress Capital Management (Wyoming)
Wyoming
$6K
MS
2700
Marshall & Sullivan
Washington
$4.89K -$8K -2,989 -62%