SPY icon

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 %
AF
651
Apexium Financial
Texas
$14.9M +$587K +1,484 +4%
TCBWMS
652
Texas Capital Bank Wealth Management Services
Texas
$14.8M +$160K +403 +1%
SI
653
SimpliFi Inc
California
$14.8M -$529K -1,334 -3%
DWT
654
Dorsey & Whitney Trust
South Dakota
$14.8M -$606K -1,530 -4%
SCP
655
Syntal Capital Partners
Texas
$14.7M -$6.26M -15,800 -30%
CCM
656
Corsair Capital Management
New York
$14.7M -$329K -829 -2%
OFG
657
Oxford Financial Group
Indiana
$14.7M +$920K +2,321 +7%
WAG
658
Winthrop Advisory Group
Massachusetts
$14.7M -$1.15M -2,897 -7%
BSG
659
Black Swift Group
Colorado
$14.6M -$3.07M -7,736 -17%
WW
660
Westshore Wealth
California
$14.6M +$14.6M +36,793 New
SAF
661
Smith Anglin Financial
Texas
$14.5M -$285K -719 -2%
PA
662
Parallel Advisors
California
$14.5M +$5.04M +12,720 +54%
PFA
663
Pettinga Financial Advisors
Indiana
$14.4M -$4.45M -11,220 -24%
PAS
664
Park Avenue Securities
New York
$14.4M +$1.44M +3,626 +11%
PCWA
665
Pacific Capital Wealth Advisors
California
$14.3M +$752K +1,897 +6%
DPI
666
Diversified Portfolios Inc
Michigan
$14.3M -$416K -1,050 -3%
GFP
667
Gryphon Financial Partners
Ohio
$14.3M +$1.29M +3,246 +10%
CC
668
Claybrook Capital
Massachusetts
$14.3M +$849K +2,141 +6%
PA
669
PFG Advisors
Arizona
$14.2M +$999K +2,520 +8%
WCM
670
WealthBridge Capital Management
Ohio
$14.1M -$198K -499 -1%
WSTAM
671
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M +$309K +780 +2%
SIC
672
Shoker Investment Counsel
Ohio
$14.1M -$596K -1,505 -4%
CFM
673
Comprehensive Financial Management
California
$14M
IWC
674
Integrated Wealth Concepts
Massachusetts
$14M -$7.74M -19,542 -36%
AIA
675
Angeles Investment Advisors
California
$14M +$282K +711 +2%