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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 %
LSA
776
L & S Advisors
California
$12.5M +$153K +358 +1%
GTAM
777
Global Trust Asset Management
Florida
$12.5M +$139K +324 +1%
GLA
778
Great Lakes Advisors
Illinois
$12.4M +$2.25M +5,265 +22%
BC
779
Belmont Capital
California
$12.3M +$63.4K +148 +0.5%
SFA
780
Source Financial Advisors
New York
$12.3M -$1.48M -3,466 -11%
BMCM
781
Black Maple Capital Management
Wisconsin
$12.2M -$16M -37,290 -57%
LC
782
Lindbrook Capital
California
$12.2M +$65.5K +153 +0.5%
BTWM
783
Baker Tilly Wealth Management
Wisconsin
$12.2M +$696K +1,625 +6%
RIM
784
Rockbridge Investment Management
New York
$12.2M +$2.01M +4,703 +20%
BCA
785
Berman Capital Advisors
Georgia
$12.2M -$33.4K -78 -0.3%
FMWA
786
Forvis Mazars Wealth Advisors
Missouri
$12.1M -$1.19M -2,777 -9%
SWP
787
Strategic Wealth Partners
Ohio
$12.1M -$64.6K -151 -0.5%
TFCP
788
Twin Focus Capital Partners
Massachusetts
$12M -$937K -2,190 -7%
PIM
789
Penobscot Investment Management
Massachusetts
$12M +$525K +1,227 +5%
SP
790
Successful Portfolios
Florida
$12M -$96.7K -226 -0.8%
RTS
791
Round Table Services
New Jersey
$11.9M -$105K -246 -0.9%
SS
792
Simplicity Solutions
Minnesota
$11.9M +$2.26M +5,278 +23%
AF
793
Advisornet Financial
Minnesota
$11.9M +$23.1K +54 +0.2%
BC
794
Burleson & Co
California
$11.9M -$1.54M -3,595 -11%
AA
795
AlphaMark Advisors
Kentucky
$11.9M +$1.22M +2,856 +11%
PCP
796
Proficio Capital Partners
Massachusetts
$11.8M
TCM
797
Triumph Capital Management
Colorado
$11.8M +$11.8M +27,080 New
MA
798
Mutual Advisors
Nebraska
$11.8M +$3.28M +7,669 +38%
BAM
799
Blueshift Asset Management
New Jersey
$11.8M +$11.2M +26,260 +2,052%
CBB
800
Citizens Business Bank
California
$11.8M -$463K -1,081 -4%