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SPDR S&P 500 ETF Trust

2,720 hedge funds and large institutions have $231B invested in SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,087 increasing their positions, 1,122 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,720
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
47.49%
Holding in Top 10
760
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.98%
% of All Funds
13.27%
New
146
Increased
1,087
Reduced
1,122
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Shares
Change %
KHCM
651
Kettle Hill Capital Management
New York
$17M +$17M +39,702 New
BBA
652
BLB&B Advisors
Pennsylvania
$17M -$1.55M -3,615 -8%
TWM
653
Tolleson Wealth Management
Texas
$17M +$241K +563 +1%
Berkshire Hathaway
654
Berkshire Hathaway
Nebraska
$16.9M
GIA
655
Gladstone Institutional Advisory
Florida
$16.9M +$3.4M +7,931 +25%
IWC
656
Integrated Wealth Concepts
Massachusetts
$16.9M +$1.77M +4,144 +12%
LWP
657
Legacy Wealth Partners
California
$16.8M +$2.76M +6,455 +20%
SCP
658
Syntal Capital Partners
Texas
$16.8M +$982K +2,294 +6%
HT
659
HAP Trading
New York
$16.8M +$9.47M +22,133 +129%
TM
660
Tikvah Management
North Carolina
$16.7M -$2.07M -4,830 -11%
TIM
661
Tortoise Investment Management
New York
$16.7M -$186K -435 -1%
BJL
662
Brighton Jones LLC
Washington
$16.7M -$237K -554 -1%
SMC
663
Smith, Moore & Co
Missouri
$16.6M +$157K +362 +1%
SAM
664
Securian Asset Management
Minnesota
$16.6M +$92.5K +216 +0.6%
BCV
665
Banque Cantonale Vaudoise
Switzerland
$16.6M -$8.3M -19,383 -33%
PCWA
666
Pacific Capital Wealth Advisors
California
$16.5M +$1.03M +2,414 +7%
IFAM
667
Institutional & Family Asset Management
Colorado
$16.5M +$14.8M +34,638 +895%
OFG
668
Oxford Financial Group
Indiana
$16.3M +$475K +1,110 +3%
Kovitz Investment Group Partners
669
Kovitz Investment Group Partners
Illinois
$16.3M +$1.51M +3,532 +10%
CWP
670
Curated Wealth Partners
California
$16.3M +$20.5K +48 +0.1%
WW
671
Westshore Wealth
California
$16.3M +$542K +1,266 +3%
SFS
672
Sowell Financial Services
Arkansas
$16.3M -$12.7M -29,562 -44%
DWT
673
Dorsey & Whitney Trust
South Dakota
$16.2M +$200K +467 +1%
AIA
674
Angeles Investment Advisors
California
$16.1M +$1.07M +2,500 +7%
RIA
675
Regal Investment Advisors
Michigan
$16.1M +$16.1M +37,600 New