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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 %
MWM
651
MorganRosel Wealth Management
Colorado
$15.4M +$591K +1,580 +4%
SPIO
652
Seven Post Investment Office
California
$15.3M -$113K -302 -0.7%
RSWM
653
Robertson Stephens Wealth Management
California
$15.3M -$2M -5,337 -12%
ST
654
Sentinel Trust
Texas
$15.2M -$123K -328 -0.8%
BT
655
Brandywine Trust
Delaware
$15.2M +$3.3M +8,821 +28%
PWW
656
Pettyjohn Wood & White
Virginia
$15.1M +$411K +1,099 +3%
BFG
657
Barber Financial Group
Kansas
$15.1M -$1.76M -4,702 -10%
LIM
658
Leavell Investment Management
Alabama
$15M +$113K +301 +0.8%
CS
659
Comerica Securities
Michigan
$15M -$118K -313 -0.8%
TCM
660
Taal Capital Management
Massachusetts
$15M +$3.74M +10,000 +33%
WAG
661
Winthrop Advisory Group
Massachusetts
$14.9M +$431K +1,154 +3%
BWFA
662
Baltimore-Washington Financial Advisors
Maryland
$14.9M +$950K +2,540 +7%
BPCE
663
Bank Pictet & Cie (Europe)
Germany
$14.7M -$5.64M -15,080 -28%
Berkshire Hathaway
664
Berkshire Hathaway
Nebraska
$14.7M
GEA
665
Glen Eagle Advisors
New Jersey
$14.7M +$899K +2,404 +7%
TWM
666
Tolleson Wealth Management
Texas
$14.7M +$25.5K +68 +0.2%
AP
667
Archon Partners
New Jersey
$14.6M
BJL
668
Brighton Jones LLC
Washington
$14.6M -$423K -1,132 -3%
RIA
669
Regal Investment Advisors
Michigan
$14.5M +$14.5M +38,862 New
First Manhattan
670
First Manhattan
New York
$14.5M +$2.41M +6,445 +20%
DWT
671
Dorsey & Whitney Trust
South Dakota
$14.5M -$107K -286 -0.7%
HFA
672
High Falls Advisors
New York
$14.5M -$7.12M -19,043 -33%
AFG
673
Albion Financial Group
Utah
$14.5M +$172K +460 +1%
SI
674
SimpliFi Inc
California
$14.5M -$6.03M -16,128 -29%
Kovitz Investment Group Partners
675
Kovitz Investment Group Partners
Illinois
$14.4M -$2.34M -6,258 -14%