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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 %
SAMH
751
Shanda Asset Management Holdings
British Virgin Islands
$11.7M +$11.7M +29,400 New
SAMT
752
Select Asset Management & Trust
Pennsylvania
$11.6M -$8.6M -21,700 -43%
Edgewood Management
753
Edgewood Management
Connecticut
$11.6M -$5.37M -13,561 -32%
SCM
754
Stordahl Capital Management
Colorado
$11.6M -$344K -867 -3%
AA
755
Apriem Advisors
California
$11.6M +$11.9K +30 +0.1%
WFA
756
Wellspring Financial Advisors
Ohio
$11.5M +$830K +3,222 +8%
LSA
757
L & S Advisors
California
$11.5M -$353K -890 -3%
PI
758
Putnam Investments
Massachusetts
$11.4M -$5.39M -13,594 -32%
TCM
759
Towercrest Capital Management
Pennsylvania
$11.4M -$37.7K -95 -0.3%
GTAM
760
Global Trust Asset Management
Florida
$11.4M -$269K -680 -2%
BC
761
Belmont Capital
California
$11.3M -$1.03M -2,600 -8%
CBB
762
Citizens Business Bank
California
$11.3M -$205K -518 -2%
BCA
763
Berman Capital Advisors
Georgia
$11.3M -$6.53M -16,472 -37%
LC
764
Lindbrook Capital
California
$11.3M -$916K -2,310 -8%
SWP
765
Strategic Wealth Partners
Ohio
$11.2M -$241K -607 -2%
PFA
766
Pathway Financial Advisors
Vermont
$11.2M -$294K -707 -3%
WIA
767
World Investment Advisors
California
$11.2M +$104K +253 +0.9%
FPW
768
Flagship Private Wealth
Massachusetts
$11.2M +$2.11M +5,190 +23%
FFA
769
Fi3 Financial Advisors
Indiana
$11.2M +$11.2M +28,201 New
SP
770
Successful Portfolios
Florida
$11.2M +$47.2K +119 +0.4%
WB
771
WesBanco Bank
West Virginia
$11.1M +$11.1M +28,131 New
RTS
772
Round Table Services
New Jersey
$11.1M -$1.06M -2,686 -9%
CHJWM
773
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.1M -$443K -1,062 -4%
APWA
774
Atlas Private Wealth Advisors
New Jersey
$11.1M +$4.11M +10,359 +59%
SFA
775
Sequoia Financial Advisors
Ohio
$11.1M -$2.12M -5,337 -16%