SPY icon

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 %
BFG
826
Bouchey Financial Group
New York
$11.2M -$1.69M -3,942 -13%
PCM
827
Prelude Capital Management
New York
$11.1M +$8.17M +19,087 +275%
FA
828
Fiducient Advisors
Illinois
$11.1M -$567K -1,325 -5%
YIA
829
YHB Investment Advisors
Connecticut
$11.1M -$131K -305 -1%
SWMG
830
Sanchez Wealth Management Group
Florida
$11M +$600K +1,402 +6%
CWC
831
Carolinas Wealth Consulting
North Carolina
$11M -$44.7K -104 -0.4%
ASC
832
Atalanta Sosnoff Capital
New York
$11M -$1.67M -3,905 -13%
CAC
833
Core Alternative Capital
Georgia
$11M +$698K +1,631 +7%
5L
834
55I LLC
Massachusetts
$11M +$1.42M +3,323 +15%
OIA
835
Optimum Investment Advisors
Illinois
$11M +$90.7K +212 +0.8%
GM
836
GeoWealth Management
Illinois
$10.9M +$832K +1,943 +8%
BA
837
Bristlecone Advisors
Washington
$10.9M -$88.6K -207 -0.8%
FWC
838
First Washington Corp
Washington
$10.9M -$94.2K -220 -0.9%
FNC
839
First National Corp
Massachusetts
$10.9M -$2.14M -6,944 -16%
SWA
840
SFMG Wealth Advisors
Texas
$10.8M +$45.8K +107 +0.4%
SFG
841
Sowa Financial Group
Rhode Island
$10.8M -$153K -357 -1%
CC
842
Courier Capital
New York
$10.8M -$128K -300 -1%
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$10.7M -$790K -1,845 -7%
NFG
844
Nadler Financial Group
Illinois
$10.7M -$140K -326 -1%
CI
845
Cordant Inc
Oregon
$10.7M -$376K -879 -3%
CI
846
Cigna Investments
Connecticut
$10.7M -$2.78M -6,500 -21%
MAM
847
McLean Asset Management
Virginia
$10.6M -$234K -543 -2%
EAM
848
Evanson Asset Management
California
$10.6M +$61.2K +143 +0.6%
PTC
849
Private Trust Company
Ohio
$10.6M -$403K -941 -4%
TWP
850
TFO Wealth Partners
Ohio
$10.6M +$133K +311 +1%