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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 %
CPIG
476
Chicago Partners Investment Group
Illinois
$26.5M +$136K +326 +0.5%
AL
477
Aspiriant LLC
California
$26.5M -$807K -2,036 -3%
CFA
478
Carroll Financial Associates
North Carolina
$26.5M -$224K -565 -0.8%
CL
479
Choreo LLC
Illinois
$26.5M +$1.48M +3,732 +6%
VFPI
480
Vantage Financial Partners (Illinois)
Illinois
$26.4M +$1.61M +4,070 +7%
SW
481
SteelPeak Wealth
California
$26.3M -$7.88M -19,884 -23%
BMCM
482
Black Maple Capital Management
Wisconsin
$26.1M +$18.2M +45,890 +229%
KAH
483
Kathryn A. Hall
$26M +$7.85M +19,805 +43%
WPW
484
Waldron Private Wealth
Pennsylvania
$25.9M +$2.73M +6,876 +12%
NEPWA
485
New England Private Wealth Advisors
Massachusetts
$25.8M -$4.14M -10,445 -14%
VAG
486
VisionPoint Advisory Group
Texas
$25.7M +$6.21M +15,661 +32%
CTA
487
Chesley Taft & Associates
Illinois
$25.7M -$1.2M -2,954 -4%
BRWM
488
B. Riley Wealth Management
Tennessee
$25.6M +$6.67M +16,839 +35%
AMCA
489
Arthur M. Cohen & Associates
Illinois
$25.5M -$1.49M -3,763 -6%
JIC
490
Joel Isaacson & Co
New York
$25.5M -$267K -674 -1%
JWCA
491
J.W. Cole Advisors
Florida
$25.4M -$1.24M -3,117 -5%
RWP
492
RWA Wealth Partners
Massachusetts
$25.4M +$337K +851 +1%
WRTC
493
Wind River Trust Company
Wyoming
$25.1M
DBIA
494
Dumont & Blake Investment Advisors
New Jersey
$25M +$220K +556 +0.9%
LWAC
495
Laurel Wealth Advisors (California)
California
$24.9M -$3.23M -8,150 -11%
JGIA
496
Jackson Grant Investment Advisers
Connecticut
$24.9M -$17.8K -45 -0.1%
NSIM
497
North Star Investment Management
Illinois
$24.7M -$357K -902 -1%
GIM
498
Goelzer Investment Management
Indiana
$24.7M -$2.44M -6,169 -9%
WFWM
499
Wechter Feldman Wealth Management
New Jersey
$24.7M -$502K -1,267 -2%
AC
500
Abbrea Capital
California
$24.7M +$382K +960 +2%