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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 %
TC
801
TownSquare Capital
Utah
$11.7M +$707K +1,632 +6%
WA
802
Winfield Associates
Ohio
$11.7M -$37.2K -87 -0.3%
PMFA
803
Plante Moran Financial Advisors
Michigan
$11.6M -$187K -437 -2%
NR
804
Newfound Research
Massachusetts
$11.6M -$3.06M -7,141 -21%
FA
805
Freestate Advisors
Kansas
$11.6M +$11.6M +301,202 New
SCM
806
Stordahl Capital Management
Colorado
$11.6M -$905K -2,113 -7%
OL
807
Optas LLC
Texas
$11.5M
NEGWA
808
New England Guild Wealth Advisors
Connecticut
$11.5M -$158K -369 -1%
GWSG
809
GPS Wealth Strategies Group
Colorado
$11.5M +$790K +1,845 +7%
SC
810
Savant Capital
Illinois
$11.5M +$615K +1,437 +6%
CWA
811
Clarity Wealth Advisors
California
$11.4M +$889K +2,077 +8%
SAMT
812
Select Asset Management & Trust
Pennsylvania
$11.4M -$1.15M -2,694 -9%
BWM
813
Brickley Wealth Management
California
$11.4M
CA
814
Claro Advisors
Massachusetts
$11.4M +$425K +994 +4%
WIA
815
World Investment Advisors
California
$11.4M -$366K -852 -3%
CHJWM
816
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.3M -$151K -349 -1%
NCM
817
Neumann Capital Management
California
$11.3M +$32.5K +76 +0.3%
JWCA
818
J.W. Coons Advisors
Ohio
$11.3M -$133K -310 -1%
BCWM
819
Bartlett & Co Wealth Management
Ohio
$11.3M +$666K +1,551 +6%
MBT
820
Montecito Bank & Trust
California
$11.3M -$694K -1,621 -6%
BC
821
Bartlett & Co
Ohio
$11.2M +$664K +1,551 +6%
BWA
822
BDO Wealth Advisors
Florida
$11.2M +$1.01M +2,370 +10%
SAI
823
Systematic Alpha Investments
New Jersey
$11.2M
SCM
824
Schnieders Capital Management
California
$11.2M +$216K +504 +2%
WA
825
Wealth Architects
California
$11.2M +$113K +263 +1%