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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 %
BWM
826
Brickley Wealth Management
California
$11.4M +$39.1K +91 +0.3%
WIA
827
World Investment Advisors
California
$11.4M +$37.5K +87 +0.3%
BCWM
828
Bartlett & Co Wealth Management
Ohio
$11.4M +$108K +251 +1%
SCM
829
Stordahl Capital Management
Colorado
$11.4M -$198K -461 -2%
BC
830
Bartlett & Co
Ohio
$11.4M +$108K +251 +1%
NR
831
Newfound Research
Massachusetts
$11.4M -$284K -661 -2%
NCM
832
Neumann Capital Management
California
$11.3M -$18.9K -44 -0.2%
PIM
833
Penobscot Investment Management
Massachusetts
$11.3M -$684K -1,594 -6%
JGC
834
J. Goldman & Co
New York
$11.3M +$9.32M +21,716 +472%
FMWA
835
Forvis Mazars Wealth Advisors
Missouri
$11.3M -$850K -1,981 -7%
FNBOMD
836
First National Bank of Mount Dora
Florida
$11.3M +$1.53M +3,576 +16%
MAM
837
McLean Asset Management
Virginia
$11.2M -$5.47K -12 -0%
SWA
838
SFMG Wealth Advisors
Texas
$11.2M +$406K +946 +4%
HIM
839
HawsGoodwin Investment Management
Tennessee
$11.2M +$1.57M +3,655 +16%
JWCA
840
J.W. Coons Advisors
Ohio
$11.2M -$114K -266 -1%
YIA
841
YHB Investment Advisors
Connecticut
$11.2M +$87.1K +203 +0.8%
WA
842
Wealth Architects
California
$11.1M -$93.1K -217 -0.8%
SSG
843
Summit Securities Group
New York
$11.1M +$9.18M +21,393 +475%
SFG
844
Sowa Financial Group
Rhode Island
$11.1M +$302K +703 +3%
BFG
845
Bouchey Financial Group
New York
$11M -$137K -320 -1%
CF
846
Centaurus Financial
California
$11M +$523K +1,218 +5%
CLOS
847
Compagnie Lombard Odier SCmA
Switzerland
$11M +$218K +507 +2%
CC
848
Courier Capital
New York
$11M +$151K +351 +1%
IFA
849
Interactive Financial Advisors
Illinois
$10.9M +$10.4M +24,324 +2,154%
OIA
850
Optimum Investment Advisors
Illinois
$10.9M -$84.5K -197 -0.8%