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SPDR S&P 500 ETF Trust

2,733 hedge funds and large institutions have $246B invested in SPDR S&P 500 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,134 increasing their positions, 1,078 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,733
Holders Change
+13
Holders Change %
+0.48%
% of All Funds
48%
Holding in Top 10
772
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.58%
% of All Funds
13.56%
New
137
Increased
1,134
Reduced
1,078
Closed
81
Calls
$182B
Puts
$372B
Net Calls
-$190B
Net Calls Change
-$30.7B
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
801
GPS Wealth Strategies Group
Colorado
$12M +$564K +1,314 +5%
BWA
802
BDO Wealth Advisors
Florida
$12M +$778K +1,814 +7%
GC
803
Grimes & Company
Massachusetts
$12M +$2.07M +4,833 +21%
BAM
804
Barrett Asset Management
New York
$12M +$3.53M +8,228 +42%
VAG
805
VisionPoint Advisory Group
Texas
$12M -$10.3M -21,963 -46%
CA
806
Claro Advisors
Massachusetts
$11.9M +$513K +1,195 +5%
CBB
807
Citizens Business Bank
California
$11.9M +$41.6K +97 +0.4%
LC
808
Lindbrook Capital
California
$11.9M -$424K -988 -3%
CCA
809
Childress Capital Advisors
Texas
$11.8M -$7.86M -18,314 -40%
SP
810
Successful Portfolios
Florida
$11.8M -$219K -510 -2%
SA
811
Strategic Advisors
New York
$11.8M +$2.72M +6,342 +30%
NEGWA
812
New England Guild Wealth Advisors
Connecticut
$11.7M +$217K +506 +2%
FA
813
Freestate Advisors
Kansas
$11.7M -$118M -273,852 -91%
WA
814
Winfield Associates
Ohio
$11.7M +$42.9K +100 +0.4%
PAM
815
Panagora Asset Management
Massachusetts
$11.7M +$3.62M +8,425 +45%
SAI
816
Systematic Alpha Investments
New Jersey
$11.7M
GSC
817
G&S Capital
Colorado
$11.6M +$1.46M +3,405 +14%
SWMG
818
Sanchez Wealth Management Group
Florida
$11.6M +$554K +1,291 +5%
TCA
819
Transcend Capital Advisors
New Jersey
$11.6M +$11.6M +25,437 New
TCM
820
Triumph Capital Management
Colorado
$11.6M -$90.9K -211 -0.8%
OL
821
Optas LLC
Texas
$11.5M
SC
822
Savant Capital
Illinois
$11.5M +$57.5K +134 +0.5%
SWP
823
Strategic Wealth Partners
Ohio
$11.5M -$564K -1,314 -5%
PMFA
824
Plante Moran Financial Advisors
Michigan
$11.5M -$170K -395 -1%
BC
825
Burleson & Co
California
$11.4M -$463K -1,080 -4%