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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 %
PWM
376
Pacific Wealth Management
California
$39.9M +$8.31M +20,978 +26%
CAG
377
Crestwood Advisors Group
Massachusetts
$39.6M -$2.46M -6,205 -6%
ACM
378
Anfield Capital Management
California
$39.3M +$9.69M +24,437 +33%
NW
379
NewEdge Wealth
Pennsylvania
$39.3M +$21.7M +54,777 +124%
Schroder Investment Management Group
380
Schroder Investment Management Group
United Kingdom
$39.1M +$17.4M +43,888 +80%
CRC
381
Curi RMB Capital
Illinois
$38.9M -$3.63M -9,152 -9%
CCM
382
Covington Capital Management
California
$38.6M -$1.86M -4,705 -5%
PWLP
383
Prio Wealth Limited Partnership
Massachusetts
$38.5M -$232K -586 -0.6%
DCM
384
Davidson Capital Management
Texas
$38.3M -$2.77M -6,980 -7%
SFG
385
SNS Financial Group
Minnesota
$38.1M -$256K -646 -0.7%
MF
386
Magnetar Financial
Illinois
$38M +$38M +96,000 New
OAM
387
Oppenheimer Asset Management
New York
$38M -$335K -846 -0.9%
EPA
388
Element Pointe Advisors
Florida
$37.7M +$226K +569 +0.6%
EWA
389
Evolution Wealth Advisors
Florida
$37.6M +$8.43M +21,259 +29%
NHC
390
Nicholas Hoffman & Company
Georgia
$37.5M +$161K +405 +0.4%
EML
391
Eos Management LP
New York
$37.2M +$1.58M +3,981 +4%
LP
392
LGL Partners
Pennsylvania
$37.1M -$275K -694 -0.7%
GWM
393
Greenhouse Wealth Management
Connecticut
$37M +$653K +1,647 +2%
IWM
394
IHT Wealth Management
Illinois
$36.9M -$11.6M -29,201 -24%
AAS
395
Avantax Advisory Services
Texas
$36.9M -$1.42M -3,571 -4%
AAM
396
American Asset Management
Florida
$36.6M +$1.29M +3,249 +4%
VR
397
Viridian RIA
Washington
$36.4M -$32.9M -88,115 Closed
MW
398
MBL Wealth
North Carolina
$36.3M +$2.87M +7,253 +9%
ATFA
399
All Terrain Financial Advisors
Minnesota
$36.2M -$26.6M -67,130 -42%
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.8M -$3.53M -8,915 -9%