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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 %
CI
801
Cordant Inc
Oregon
$10.3M -$436K -1,101 -4%
KPWS
802
Kestra Private Wealth Services
Texas
$10.2M +$1.64M +4,126 +19%
PTC
803
Private Trust Company
Ohio
$10.2M -$881K -2,224 -8%
HC
804
Hoese & Co
Minnesota
$10.2M -$481K -1,213 -5%
SCM
805
Schnieders Capital Management
California
$10.2M +$612K +1,543 +6%
BA
806
Bristlecone Advisors
Washington
$10.2M -$290K -732 -3%
FWC
807
First Washington Corp
Washington
$10.1M -$323K -815 -3%
CA
808
Claro Advisors
Massachusetts
$10.1M +$19.8K +50 +0.2%
CF
809
Centaurus Financial
California
$10.1M -$900K -2,270 -8%
SFG
810
Sowa Financial Group
Rhode Island
$10.1M -$175K -442 -2%
CC
811
Courier Capital
New York
$10.1M -$60.2K -152 -0.6%
Public Sector Pension Investment Board (PSP Investments)
812
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.1M +$879K +2,218 +10%
CAS
813
Cascadia Advisory Services
Oregon
$10.1M +$10.1M +25,400 New
SAI
814
Systematic Alpha Investments
New Jersey
$10.1M -$6.65M -16,786 -40%
OIA
815
Optimum Investment Advisors
Illinois
$10.1M +$67.4K +170 +0.7%
TC
816
TownSquare Capital
Utah
$10M +$635K +1,603 +7%
NFG
817
Nadler Financial Group
Illinois
$10M -$437K -1,103 -4%
SC
818
Savant Capital
Illinois
$10M -$503K -1,270 -5%
EWM
819
Empirical Wealth Management
Washington
$10M -$24.6M -62,123 -71%
SFS
820
Shaker Financial Services
Virginia
$10M +$6.89M +17,383 +222%
LW
821
Linscomb Wealth
Texas
$9.99M -$91.9K -232 -0.9%
SIC
822
Salem Investment Counselors
North Carolina
$9.97M +$93.9K +237 +1%
SWA
823
SFMG Wealth Advisors
Texas
$9.97M -$246K -620 -2%
AF
824
Arrow Financial
New York
$9.97M -$270K -680 -3%
TAM
825
Tocqueville Asset Management
New York
$9.96M -$228K -575 -2%