SPY icon

SPDR S&P 500 ETF Trust

2,720 hedge funds and large institutions have $231B invested in SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,087 increasing their positions, 1,122 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,720
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
47.49%
Holding in Top 10
760
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.98%
% of All Funds
13.27%
New
146
Increased
1,087
Reduced
1,122
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
351
IHT Wealth Management
Illinois
$48.3M +$8.44M +19,710 +21%
JIC
352
Johnson Investment Counsel
Ohio
$47.4M -$8.71M -20,272 -16%
PTC
353
Petrus Trust Company
Texas
$47.1M -$76.1M -177,734 -62%
RC
354
RegentAtlantic Capital
New Jersey
$46.2M -$1.17M -2,727 -2%
ACH
355
Axis Capital Holdings
Bermuda
$45.9M
BB
356
Busey Bank
Illinois
$45.9M -$443K -1,036 -1%
CA
357
Cambridge Associates
Massachusetts
$45.5M -$1.81M -4,231 -4%
State of Wisconsin Investment Board
358
State of Wisconsin Investment Board
Wisconsin
$45.5M -$21.9M -51,106 -32%
SPC
359
Sigma Planning Corp
Michigan
$45.1M -$25.7M -60,056 -36%
BDWM
360
Brewin Dolphin Wealth Management
Ireland
$44.9M -$856 -2 -0%
GW
361
GW & Wade
Massachusetts
$44.9M +$33.4K +78 +0.1%
MGIA
362
Moneta Group Investment Advisors
Missouri
$44.8M -$3.47M -8,099 -7%
GT
363
Glenview Trust
Kentucky
$44.6M -$1.36M -3,167 -3%
GAB
364
German American Bancorp
Indiana
$44.6M -$2.52M -5,898 -5%
ACM
365
AUA Capital Management
Pennsylvania
$43.8M -$1.28M -2,981 -3%
AAS
366
Avantax Advisory Services
Texas
$43.7M +$3.85M +8,990 +10%
NL
367
NEPC LLC
Massachusetts
$43.7M +$29.8M +69,629 +215%
NEI
368
Northwest & Ethical Investments
Ontario, Canada
$43.5M +$13.8M +32,300 +47%
IA
369
IFP Advisors
Florida
$43.5M -$891K -2,081 -2%
RFC
370
Regions Financial Corp
Alabama
$43.5M -$2.13M -4,969 -5%
DT
371
Daniels + Tansey
Delaware
$43.4M -$1.71M -3,892 -4%
EWA
372
Evolution Wealth Advisors
Florida
$43.3M +$2.67M +6,238 +7%
WC
373
Wexford Capital
Florida
$43.2M +$35.3M +82,487 +448%
VVP
374
Venture Visionary Partners
Ohio
$43.2M -$5.92M -13,832 -12%
BBNA
375
Bremer Bank National Association
Minnesota
$43.2M -$1.65M -3,864 -4%