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SPDR S&P 500 ETF Trust

2,422 hedge funds and large institutions have $196B invested in SPDR S&P 500 ETF Trust in 2020 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 830 increasing their positions, 1,154 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,422
Holders Change
+24
Holders Change %
+1%
% of All Funds
49%
Holding in Top 10
718
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.28%
% of All Funds
14.53%
New
142
Increased
830
Reduced
1,154
Closed
94
Calls
$157B
Puts
$264B
Net Calls
-$107B
Net Calls Change
-$3.55B
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
576
Robertson Stephens Wealth Management
California
$15.5M +$1.95M +5,795 +14%
SS
577
Simplicity Solutions
Minnesota
$15.5M -$2.6M -7,756 -14%
OIA
578
OneDigital Investment Advisors
Kansas
$15.5M -$427K -1,276 -3%
TIM
579
Tortoise Investment Management
New York
$15.4M -$1.1M -3,286 -7%
MWM
580
Meridian Wealth Management
Kentucky
$15.4M +$1.32M +3,931 +9%
FFA
581
First Foundation Advisors
California
$15.4M -$1.24M -3,703 -7%
KAH
582
Kathryn A. Hall
$15.3M +$6.93M +20,678 +82%
ATC
583
Adirondack Trust Company
New York
$15.3M -$60.9K -182 -0.4%
JRP
584
Jasper Ridge Partners
California
$15.3M
BFG
585
Barber Financial Group
Kansas
$15.1M -$2.92M -8,724 -16%
HFRG
586
Houlihan Financial Resource Group
Virginia
$15.1M +$15.1M +42,198 New
HPWM
587
Highland Private Wealth Management
Washington
$15M -$489K -1,459 -3%
Kovitz Investment Group Partners
588
Kovitz Investment Group Partners
Illinois
$15M +$1.24M +3,694 +9%
DFA
589
Delta Financial Advisors
Louisiana
$15M -$216K -644 -1%
CQS
590
Credential Qtrade Securities
$14.9M +$537K +1,605 +4%
HWA
591
Hillcrest Wealth Advisors
New Jersey
$14.9M -$1.9M -5,680 -11%
KFC
592
Klingenstein Fields & Co
New York
$14.9M -$1.27M -3,807 -8%
PHAM
593
Palisades Hudson Asset Management
Florida
$14.8M -$139K -416 -0.9%
AWS
594
AJ Wealth Strategies
New York
$14.8M -$311K -929 -2%
AWM
595
Aprio Wealth Management
Georgia
$14.8M +$5.83M +17,414 +65%
BCA
596
Berman Capital Advisors
Georgia
$14.8M -$922K -2,754 -6%
TM
597
Tikvah Management
North Carolina
$14.7M
KIA
598
KCM Investment Advisors
California
$14.7M -$293K -875 -2%
CWM
599
Calamos Wealth Management
Illinois
$14.7M -$2.3M -6,862 -14%
CTC
600
Central Trust Company
Missouri
$14.6M -$2.02M -6,027 -12%