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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 %
MBT
776
Montecito Bank & Trust
California
$11.1M -$2.29M -5,769 -17%
TPW
777
Tiller Private Wealth
Pennsylvania
$11M +$1.64M +4,142 +17%
AF
778
Advisornet Financial
Minnesota
$11M -$370K -934 -3%
PMFA
779
Plante Moran Financial Advisors
Michigan
$11M +$517K +1,305 +5%
PCP
780
Proficio Capital Partners
Massachusetts
$10.9M -$673K -1,697 -6%
YIA
781
YHB Investment Advisors
Connecticut
$10.9M +$57.6K +138 +0.5%
VC
782
Veracity Capital
Georgia
$10.9M +$57K +1,283 +0.5%
WA
783
Winfield Associates
Ohio
$10.8M -$194K -490 -2%
AC
784
Avestar Capital
New York
$10.8M -$4.9M -11,731 -31%
FA
785
Fiducient Advisors
Illinois
$10.8M +$102K +258 +1%
NEGWA
786
New England Guild Wealth Advisors
Connecticut
$10.8M -$95.9K -242 -0.9%
CLOS
787
Compagnie Lombard Odier SCmA
Switzerland
$10.7M -$178K -450 -2%
BTWM
788
Baker Tilly Wealth Management
Wisconsin
$10.7M +$442K +1,115 +4%
OL
789
Optas LLC
Texas
$10.7M
PIM
790
Penobscot Investment Management
Massachusetts
$10.6M +$250K +630 +2%
JWCA
791
J.W. Coons Advisors
Ohio
$10.6M -$783K -1,975 -7%
GAM
792
Gotham Asset Management
New York
$10.6M +$8.42M +21,249 +394%
ASN
793
Advisory Services Network
Georgia
$10.5M -$9.06M -22,871 -46%
MAM
794
McLean Asset Management
Virginia
$10.5M -$2.31M -5,527 -18%
BWM
795
Brickley Wealth Management
California
$10.5M
CF
796
Copperwynd Financial
Arizona
$10.5M +$6.17M +15,569 +142%
CAGAS
797
Capital Advisory Group Advisory Services
Minnesota
$10.5M +$666K +1,681 +7%
NCM
798
Neumann Capital Management
California
$10.5M -$75.3K -190 -0.7%
CWC
799
Carolinas Wealth Consulting
North Carolina
$10.3M -$295K -742 -3%
WA
800
Wealth Architects
California
$10.3M +$1.36M +3,433 +15%