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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 %
LIA
701
Luken Investment Analytics
Tennessee
$13.5M +$13.5M +36,011 New
AP
702
Appleton Partners
Massachusetts
$13.3M -$487K -1,302 -4%
CBT
703
Capital Bank & Trust
California
$13.3M +$6.3M +16,844 +90%
CFM
704
Comprehensive Financial Management
California
$13.2M -$225K -600 -2%
SMC
705
Smith, Moore & Co
Missouri
$13.2M +$163K +448 +1%
SWM
706
Segment Wealth Management
Texas
$13.1M -$84.1K -225 -0.6%
ASC
707
Atalanta Sosnoff Capital
New York
$13.1M +$1.61M +4,294 +14%
IF
708
IRON Financial
Illinois
$13.1M -$1.76M -4,705 -12%
CM
709
Cornerstone Management
Georgia
$13.1M -$270K -723 -2%
WSTAM
710
Wilbanks Smith & Thomas Asset Management
Virginia
$13M +$220K +589 +2%
OFG
711
Oxford Financial Group
Indiana
$13M -$80.8K -216 -0.6%
MAM
712
Marquette Asset Management
Minnesota
$13M -$38.5K -103 -0.3%
MIH
713
Meitav Investment House
Israel
$13M -$27.5M -73,753 -68%
CCT
714
Country Club Trust
Missouri
$12.9M -$436K -1,171 -3%
CA
715
Cullinan Associates
Kentucky
$12.9M -$703K -1,879 -5%
AIA
716
Angeles Investment Advisors
California
$12.9M -$121K -324 -0.9%
PAM
717
Panagora Asset Management
Massachusetts
$12.9M -$4.44M -11,865 -26%
JFL
718
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.9M -$134K -358 -1%
RG
719
Raynor Geoffrey
$12.9M +$1.41M +3,771 +12%
CCP
720
Corient Capital Partners
California
$12.8M +$2M +5,354 +18%
NR
721
Newfound Research
Massachusetts
$12.8M +$9.57M +25,600 +294%
PCWA
722
Pacific Capital Wealth Advisors
California
$12.8M +$229K +612 +2%
PWMAG
723
Pinnacle Wealth Management Advisory Group
New Jersey
$12.7M -$1.36M -3,642 -10%
BC
724
Burleson & Co
California
$12.7M -$139K -373 -1%
Natixis Advisors
725
Natixis Advisors
Massachusetts
$12.7M -$5.96M -15,940 -32%