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SPDR S&P 500 ETF Trust

2,707 hedge funds and large institutions have $209B invested in SPDR S&P 500 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 968 increasing their positions, 1,064 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+285
Holders Change %
+11.77%
% of All Funds
48.03%
Holding in Top 10
795
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+10.72%
% of All Funds
14.11%
New
401
Increased
968
Reduced
1,064
Closed
82
Calls
$134B
Puts
$273B
Net Calls
-$139B
Net Calls Change
-$32.6B
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
626
IronBridge Private Wealth
Texas
$16.5M +$16.5M +44,210 New
PHAM
627
Palisades Hudson Asset Management
Florida
$16.5M -$64.3K -172 -0.4%
KIA
628
KCM Investment Advisors
California
$16.4M +$9.35K +25 +0.1%
TM
629
Tikvah Management
North Carolina
$16.4M
CTC
630
Central Trust Company
Missouri
$16.2M -$103K -276 -0.6%
MCM
631
Magnolia Capital Management
New York
$16.2M -$1.68M -4,485 -9%
IA
632
IFG Advisors
Missouri
$16.1M +$747K +1,997 +5%
TIM
633
Tortoise Investment Management
New York
$16.1M -$1.12M -2,987 -6%
SC
634
Sepio Capital
Utah
$16M +$2.98M +7,977 +23%
Edgewood Management
635
Edgewood Management
Connecticut
$16M +$6.5M +17,392 +69%
IIA
636
IPG Investment Advisors
California
$16M +$59.1K +158 +0.4%
PI
637
Putnam Investments
Massachusetts
$15.9M -$5.44M -14,537 -25%
HWA
638
Hillcrest Wealth Advisors
New Jersey
$15.9M -$739K -1,977 -4%
BG
639
Bollard Group
Massachusetts
$15.8M -$330K -42 -2%
K
640
Kemper
Illinois
$15.8M
DAS
641
Dynamic Advisor Solutions
Arizona
$15.8M +$2.16M +5,790 +16%
VCA
642
Verdence Capital Advisors
Maryland
$15.8M +$1.21M +3,245 +8%
SAI
643
Systematic Alpha Investments
New Jersey
$15.8M +$15.8M +42,156 New
LF
644
LifeSteps Financial
California
$15.7M -$14.6K -39 -0.1%
WWM
645
Western Wealth Management
Colorado
$15.6M +$1.1M +2,940 +8%
AI
646
Atom Investors
Texas
$15.5M +$15.5M +41,584 New
CCM
647
Coldstream Capital Management
Washington
$15.5M -$498K -1,332 -3%
SFS
648
Sowell Financial Services
Arkansas
$15.5M -$4.05M -10,819 -21%
UFA
649
US Financial Advisors
Massachusetts
$15.4M +$15.4M +41,309 New
WFA
650
Wellspring Financial Advisors
Ohio
$15.4M +$218K +583 +1%