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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 %
ATC
576
Adirondack Trust Company
New York
$21.6M -$317K -691 -1%
MWM
577
Minot Wealth Management
Massachusetts
$21.5M +$1.57M +3,654 +8%
ETI
578
Enterprise Trust & Investment
California
$21.5M -$637K -1,485 -3%
PAM
579
Palisade Asset Management
Minnesota
$21.4M -$88.8K -207 -0.4%
TSW
580
Thompson Siegel & Walmsley
Virginia
$21.4M -$130K -304 -0.6%
ODG
581
O'Dell Group
Ohio
$21.3M -$372K -868 -2%
S
582
SignatureFD
Georgia
$21.3M -$123K -286 -0.6%
AFS
583
Aft Forsyth & Sober
Florida
$21.2M +$1.57M +3,650 +8%
SPIO
584
Seven Post Investment Office
California
$21.2M +$1.01M +2,360 +5%
HCM
585
Howland Capital Management
Massachusetts
$21.2M +$28.3K +66 +0.1%
BG
586
Bollard Group
Massachusetts
$21.1M
BRWA
587
B. Riley Wealth Advisors
Florida
$21M +$1.18M +2,739 +6%
IAN
588
Integrated Advisors Network
Texas
$20.9M -$3.43M -7,989 -14%
CWM
589
Calamos Wealth Management
Illinois
$20.8M -$612K -1,425 -3%
AO
590
Advisor OS
Illinois
$20.8M -$220K -512 -1%
ZIM
591
Zacks Investment Management
Illinois
$20.6M +$654K +1,525 +3%
CFA
592
Carroll Financial Associates
North Carolina
$20.6M -$8.62M -20,089 -30%
SCIM
593
Spring Creek Investment Management
Pennsylvania
$20.5M
BMCM
594
Black Maple Capital Management
Wisconsin
$20.5M +$8.24M +19,200 +67%
S
595
Seeyond
France
$20.5M -$773K -1,800 -4%
JFL
596
Jarislowsky, Fraser Ltd
Quebec, Canada
$20.4M -$34.3K -80 -0.2%
BWAM
597
Boyd Watterson Asset Management
Ohio
$20.4M -$30K -70 -0.1%
DIG
598
DeepCurrents Investment Group
New York
$20.3M +$11.8M +27,400 +137%
FMI
599
Factory Mutual Insurance
Massachusetts
$20.3M -$85.4M -199,080 -81%
CWP
600
Capital Wealth Planning
Florida
$20.3M -$13.7M -31,910 -40%