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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 %
LP
401
LGL Partners
Pennsylvania
$39.9M -$144K -336 -0.4%
KHLMTHM
402
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$39.9M +$7.89M +18,425 +25%
RG
403
Rathbones Group
United Kingdom
$39.8M -$3.34M -7,806 -8%
FEM
404
Fulcrum Equity Management
Texas
$39.8M +$20.7M +48,330 +108%
NW
405
NewEdge Wealth
Pennsylvania
$39.8M -$2.65M -6,191 -6%
SFG
406
SNS Financial Group
Minnesota
$39.6M -$1.55M -3,620 -4%
ATFA
407
All Terrain Financial Advisors
Minnesota
$39.6M +$562K +1,314 +1%
MCM
408
Murphy Capital Management
New Jersey
$39.5M +$8.93M +20,858 +29%
AWM
409
Activest Wealth Management
Florida
$39.4M +$1.8M +4,195 +5%
IA
410
IFG Advisory
Georgia
$38.7M +$14.7M +34,322 +61%
RMDI
411
R.M. Davis Inc
Maine
$38.1M +$1.06M +2,483 +3%
OA
412
Oakhurst Advisors
California
$38.1M +$38.1M +88,921 New
GAM
413
Gotham Asset Management
New York
$38M +$26.6M +62,135 +233%
NFC
414
Northeast Financial Consultants
Connecticut
$38M +$3.61M +8,433 +11%
CIG
415
Consolidated Investment Group
Colorado
$37.9M +$7.88M +18,400 +26%
GL
416
Graypoint LLC
New York
$37.8M +$1.03M +2,408 +3%
NC
417
NewSquare Capital
Pennsylvania
$37.6M +$1.11M +2,586 +3%
SB
418
Simmons Bank
Arkansas
$37.5M +$880K +2,057 +2%
BA
419
Birinyi Associates
Connecticut
$37.5M -$507K -1,185 -1%
BCP
420
Berkeley Capital Partners
Georgia
$37.4M +$993K +2,319 +3%
NCM
421
Novare Capital Management
North Carolina
$37.3M +$2.93M +6,837 +9%
LFS
422
Lutz Financial Services
Nebraska
$37.2M -$105K -246 -0.3%
LWMM
423
Legacy Wealth Management (Mississippi)
Mississippi
$36.9M +$387K +903 +1%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$36.8M +$15M +34,995 +69%
EP
425
Edgestream Partners
New Jersey
$36.8M +$32.7M +76,420 +804%