SPY icon

SPDR S&P 500 ETF Trust

2,733 hedge funds and large institutions have $246B invested in SPDR S&P 500 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,134 increasing their positions, 1,078 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,733
Holders Change
+13
Holders Change %
+0.48%
% of All Funds
48%
Holding in Top 10
772
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.58%
% of All Funds
13.56%
New
137
Increased
1,134
Reduced
1,078
Closed
81
Calls
$182B
Puts
$372B
Net Calls
-$190B
Net Calls Change
-$30.7B
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
526
AJ Wealth Strategies
New York
$26M -$2.93M -6,827 -10%
CWG
527
Cornerstone Wealth Group
North Carolina
$25.9M +$10.1M +23,492 +64%
AF
528
Apexium Financial
Texas
$25.8M +$5.39M +12,555 +26%
FIA
529
Foundations Investment Advisors
Arizona
$25.8M +$2.69M +6,202 +12%
WCM
530
Washburn Capital Management
Florida
$25.7M +$401K +935 +2%
DAS
531
Dynamic Advisor Solutions
Arizona
$25.5M +$1.38M +3,224 +6%
WI
532
Wafra Inc
New York
$25.5M -$1.64M -3,826 -6%
RWA
533
Redhawk Wealth Advisors
Minnesota
$25.4M +$409K +953 +2%
KBC Group
534
KBC Group
Belgium
$25.3M -$25.7M -59,943 -50%
ABC
535
Associated Banc-Corp
Wisconsin
$25.3M +$1.44M +3,363 +6%
Allianz Asset Management
536
Allianz Asset Management
Germany
$25.2M -$40.6M -94,506 -62%
SSA
537
Schonfeld Strategic Advisors
New York
$25.2M +$25.2M +58,700 New
GIM
538
Goelzer Investment Management
Indiana
$25.1M -$1.5M -3,493 -6%
VWA
539
V Wealth Advisors
Kansas
$24.9M +$1.14M +2,649 +5%
Axa
540
Axa
France
$24.9M +$863K +2,011 +4%
BOTW
541
Bank of the West
California
$24.6M -$715K -1,665 -3%
OC
542
Oppenheimer & Co
New York
$24.6M +$1.3M +3,027 +6%
BWA
543
Burt Wealth Advisors
Maryland
$24.5M -$486K -1,132 -2%
CHAM
544
Clear Harbor Asset Management
Connecticut
$24.4M +$19.4M +45,126 +386%
MWM
545
Meridian Wealth Management
Kentucky
$24.4M +$687K +1,602 +3%
RFP
546
Roth Financial Partners
Texas
$24.3M +$294K +685 +1%
TC
547
Telemus Capital
Michigan
$24.2M -$50.9M -118,575 -68%
GC
548
Gillson Capital
Illinois
$24.2M +$24.2M +56,313 New
ECML
549
Eagle Capital Management (Louisiana)
Louisiana
$23.9M +$408K +951 +2%
4FG
550
4Thought Financial Group
New York
$23.8M -$1.21M -2,812 -5%