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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 %
MBTD
376
Mechanics Bank - Trust Department
California
$42.5M -$1.38M -3,233 -3%
Wolverine Trading
377
Wolverine Trading
Illinois
$42.4M -$650M -1,520,288 -94%
CAM
378
CenterStar Asset Management
Illinois
$42.3M -$16.2M
OAM
379
Oppenheimer Asset Management
New York
$42.3M +$1.24M +2,893 +3%
AFG
380
Affinia Financial Group
Massachusetts
$42M -$155K -353 -0.4%
KWM
381
Keebeck Wealth Management
Illinois
$41.9M -$2.99M -6,970 -7%
HPC
382
HM Payson & Co
Maine
$41.9M -$14.9M -34,798 -26%
SWM
383
Spire Wealth Management
Virginia
$41.5M -$16.8M -39,294 -29%
AG
384
AIA Group
Hong Kong
$41.5M +$41.5M +97,600 New
PWLP
385
Prio Wealth Limited Partnership
Massachusetts
$41.4M -$253K -591 -0.6%
EPA
386
Element Pointe Advisors
Florida
$41.3M -$13K -30 -0%
HCM
387
HMS Capital Management
Tennessee
$41.1M -$3.03M -7,080 -7%
EWM
388
Empirical Wealth Management
Washington
$41.1M +$30.2M +70,656 +279%
AAM
389
American Asset Management
Florida
$41M +$1.45M +3,395 +4%
DCM
390
Davidson Capital Management
Texas
$40.9M -$422K -985 -1%
CAG
391
Crestwood Advisors Group
Massachusetts
$40.8M -$1.95M -4,549 -5%
PWM
392
Pacific Wealth Management
California
$40.7M -$2.43M -5,670 -6%
VR
393
Viridian RIA
Washington
$40.5M -$36.4M
SHIM
394
Stone House Investment Management
Pennsylvania
$40.5M +$40.5M +94,654 New
RIS
395
Retirement Income Solutions
Michigan
$40.4M -$8.74M -20,427 -18%
NHC
396
Nicholas Hoffman & Company
Georgia
$40.4M -$132K -308 -0.3%
EML
397
Eos Management LP
New York
$40.2M
GWM
398
Greenhouse Wealth Management
Connecticut
$40.1M +$137K +320 +0.3%
GWM
399
Geneos Wealth Management
Colorado
$40M -$12.6M -29,141 -24%
CCM
400
Covington Capital Management
California
$40M -$1.73M -4,043 -4%