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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 %
ECM
726
Evergreen Capital Management
Washington
$12.7M -$451K -1,205 -3%
CWM
727
CIBC World Markets
New York
$12.7M +$12.7M +34,001 New
FTS
728
Fifth Third Securities
Ohio
$12.7M +$1.14M +3,025 +10%
MA
729
Mutual Advisors
Nebraska
$12.7M +$48.6K +130 +0.4%
CC
730
Claybrook Capital
Massachusetts
$12.7M +$270K +723 +2%
SFO
731
Standard Family Office
South Dakota
$12.7M +$12.7M +33,842 New
BIA
732
Bigelow Investment Advisors
Maine
$12.6M -$376K -1,006 -3%
MBT
733
Montecito Bank & Trust
California
$12.6M +$1.27M +3,409 +11%
HFAS
734
Hummer Financial Advisory Services
Illinois
$12.6M -$375K -1,000 -3%
SFA
735
Sequoia Financial Advisors
Ohio
$12.5M +$754K +2,018 +6%
PA
736
PFG Advisors
Arizona
$12.4M -$311K -831 -2%
FA
737
Forefront Analytics
Pennsylvania
$12.4M +$1.3M +3,466 +12%
LFAS
738
Level Four Advisory Services
Texas
$12.4M +$647K +1,731 +6%
AWE
739
Avidian Wealth Enterprises
Texas
$12.3M +$3.96M +10,582 +48%
GFP
740
Gryphon Financial Partners
Ohio
$12.3M +$8.6K +23 +0.1%
PAS
741
Park Avenue Securities
New York
$12.2M +$1.61M +4,311 +15%
PCA
742
Personal Capital Advisors
California
$12.2M +$6.26M +16,734 +105%
TNB
743
TCF National Bank
South Dakota
$12.2M -$1.11M -2,975 -8%
WF
744
Welch & Forbes
Massachusetts
$12.1M +$307K +820 +3%
GWAM
745
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.1M +$12.1M +32,403 New
GFS
746
GYL Financial Synergies
Connecticut
$12.1M -$463K -1,238 -4%
SSWM
747
Smith Salley Wealth Management
North Carolina
$12.1M -$2.01M -5,381 -14%
BFG
748
Baron Financial Group
New Jersey
$12M +$27.3K +73 +0.2%
Victory Capital Management
749
Victory Capital Management
Texas
$11.9M -$1.24M -9,477 -9%
FMWA
750
Forvis Mazars Wealth Advisors
Missouri
$11.9M -$643K -1,721 -5%