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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 %
LGA
576
Lebenthal Global Advisors
New York
$18.4M +$666K +1,681 +4%
IIA
577
IPG Investment Advisors
California
$18.4M +$1.42M +3,586 +8%
CWM
578
Calamos Wealth Management
Illinois
$18.3M +$245K +617 +1%
SCM
579
Shelton Capital Management
Colorado
$18.3M -$217K -547 -1%
NAM
580
NorthCoast Asset Management
Connecticut
$18.3M +$7.4M +18,673 +68%
TFA
581
Trinity Financial Advisors
Ohio
$18.3M -$13.1K -33 -0.1%
FT
582
Fiduciary Trust
Massachusetts
$18.2M -$14.3K -36 -0.1%
OIA
583
OneDigital Investment Advisors
Kansas
$18.2M -$150K -378 -0.8%
DS
584
DRW Securities
Illinois
$18.2M -$541M -1,364,505 -97%
BRWA
585
B. Riley Wealth Advisors
Florida
$18.1M +$3.36M +8,545 +23%
JRP
586
Jasper Ridge Partners
California
$18.1M
HW
587
Hancock Whitney
Mississippi
$18M -$1.01M -2,552 -5%
IB
588
Intrust Bank
Kansas
$18M +$7.26M +18,322 +68%
VCM
589
Vivaldi Capital Management
Illinois
$18M -$2.57M -6,161 -12%
FBFS
590
First Business Financial Services
Wisconsin
$17.8M -$275K -695 -2%
SC
591
Sepio Capital
Utah
$17.8M +$832K +2,100 +5%
SAS
592
SMI Advisory Services
Indiana
$17.8M +$17.8M +44,811 New
DFA
593
Delta Financial Advisors
Louisiana
$17.7M -$13.9K -35 -0.1%
FEM
594
Fulcrum Equity Management
Texas
$17.7M -$10.7M -27,040 -38%
AFS
595
Aft Forsyth & Sober
Florida
$17.6M +$8.84M +22,300 +100%
BFS
596
Bradley Foster & Sargent
Connecticut
$17.6M +$10.7K +27 +0.1%
PHAM
597
Palisades Hudson Asset Management
Florida
$17.5M +$1.98K +5 +0%
LCM
598
LCM Capital Management
Illinois
$17.5M -$158K -399 -0.9%
BG
599
Bollard Group
Massachusetts
$17.5M -$564K -63 -3%
TM
600
Tikvah Management
North Carolina
$17.4M