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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 %
EFS
851
Essex Financial Services
Connecticut
$9.62M +$864K +2,181 +10%
SBH
852
Segall Bryant & Hamill
Illinois
$9.6M +$13.9K +35 +0.1%
CAC
853
Core Alternative Capital
Georgia
$9.52M +$2.46M +6,195 +35%
MCM
854
Maryland Capital Management
Maryland
$9.52M -$274K -692 -3%
BWA
855
BDO Wealth Advisors
Florida
$9.47M +$772K +1,948 +9%
HT
856
Heritage Trust
Oklahoma
$9.46M -$1.75M -4,423 -16%
CSPIA
857
Cary Street Partners Investment Advisory
Virginia
$9.45M -$1.73M -4,360 -15%
GC
858
Grimes & Company
Massachusetts
$9.45M +$318K +802 +3%
PFM
859
Patton Fund Management
Texas
$9.43M -$236K -596 -2%
PA
860
Prism Advisors
California
$9.43M -$28.9K -73 -0.3%
RIM
861
Rockbridge Investment Management
New York
$9.43M -$2.77K -7 -0%
GLA
862
Great Lakes Advisors
Illinois
$9.41M -$242K -610 -3%
GM
863
GeoWealth Management
Illinois
$9.34M +$552K +1,394 +6%
AA
864
Ancora Advisors
Ohio
$9.26M -$217K -547 -2%
CPIA
865
Cornell Pochily Investment Advisors
New York
$9.26M +$65.8K +166 +0.7%
MCCP
866
Mission Creek Capital Partners
California
$9.25M -$80.1K -202 -0.9%
PCMC
867
Paragon Capital Management (Colorado)
Colorado
$9.21M -$533K -1,344 -5%
LA
868
Legacy Advisors
Pennsylvania
$9.17M +$8.72K +22 +0.1%
DC
869
Davenport & Co
Virginia
$9.16M +$256K +645 +3%
BAM
870
Brave Asset Management
New Jersey
$9.16M +$833K +2,102 +10%
MWM
871
Mission Wealth Management
California
$9.16M +$1.05M +2,657 +13%
BAM
872
Berkshire Asset Management
Pennsylvania
$9.13M -$1.24M -3,138 -12%
MFA
873
Mayflower Financial Advisors
Massachusetts
$9.12M -$3.17K -8 -0%
AIC
874
Ameritas Investment Company
Nebraska
$9.11M -$2.61M -6,592 -22%
HVIA
875
Hudson Valley Investment Advisors
New York
$9.1M +$844K +2,129 +10%