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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 %
ZIM
601
Zacks Investment Management
Illinois
$14.6M +$1.06M +3,157 +8%
FBFS
602
First Business Financial Services
Wisconsin
$14.6M +$435K +1,299 +3%
CCM
603
Coldstream Capital Management
Washington
$14.4M -$841K -2,512 -6%
IIA
604
IPG Investment Advisors
California
$14.3M +$1.44M +4,286 +11%
K
605
Kemper
Illinois
$14.2M -$4.73M -14,124 -25%
HI
606
Horizon Investments
North Carolina
$14.2M -$10.3M -30,896 -42%
LF
607
LifeSteps Financial
California
$14M -$218K -651 -2%
ACP
608
Aveo Capital Partners
Colorado
$14M +$13.6M +40,491 +2,958%
LWM
609
Lionsbridge Wealth Management
Florida
$14M -$5.31M -15,854 -27%
GSWM
610
Golden State Wealth Management
California
$13.9M -$910K -2,716 -6%
SPIO
611
Seven Post Investment Office
California
$13.8M -$5.71M -17,047 -29%
IA
612
IFG Advisors
Missouri
$13.8M +$1.3M +3,894 +10%
ST
613
Sentinel Trust
Texas
$13.7M -$835K -2,492 -6%
FT
614
Fiduciary Trust
Massachusetts
$13.7M -$130K -388 -0.9%
WFA
615
Wellspring Financial Advisors
Ohio
$13.6M -$1.11M -3,303 -8%
DPI
616
Diversified Portfolios Inc
Michigan
$13.5M -$253K -756 -2%
CS
617
Comerica Securities
Michigan
$13.5M -$957K -2,847 -7%
GIA
618
Gladstone Institutional Advisory
Florida
$13.4M +$1.29M +3,840 +11%
BJL
619
Brighton Jones LLC
Washington
$13.4M +$1.59M +4,734 +13%
GRP
620
Global Retirement Partners
California
$13.4M -$174K -519 -1%
LIM
621
Leavell Investment Management
Alabama
$13.4M -$146K -435 -1%
CCM
622
Corsair Capital Management
New York
$13.3M -$27.8K -83 -0.2%
IF
623
IRON Financial
Illinois
$13.3M -$98.5K -294 -0.7%
MWM
624
MorganRosel Wealth Management
Colorado
$13.3M +$974K +2,909 +8%
Berkshire Hathaway
625
Berkshire Hathaway
Nebraska
$13.2M