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SPDR S&P 500 ETF Trust

2,707 hedge funds and large institutions have $209B invested in SPDR S&P 500 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 968 increasing their positions, 1,064 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+285
Holders Change %
+11.77%
% of All Funds
48.03%
Holding in Top 10
795
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+10.72%
% of All Funds
14.11%
New
401
Increased
968
Reduced
1,064
Closed
82
Calls
$134B
Puts
$273B
Net Calls
-$139B
Net Calls Change
-$32.6B
Name Holding Trade Value Shares
Change
Shares
Change %
GC
901
Grimes & Company
Massachusetts
$8.61M +$170K +454 +2%
RW
902
REDW Wealth
New Mexico
$8.61M +$28.4K +76 +0.3%
MFA
903
Mayflower Financial Advisors
Massachusetts
$8.61M +$8.61M +23,018 New
BWM
904
BT Wealth Management
Georgia
$8.59M -$726K -1,942 -8%
MNG
905
Manning & Napier Group
New York
$8.57M -$7.79M
AIS
906
American Investment Services
Massachusetts
$8.56M +$610K +1,631 +8%
ACM
907
Alpha Capital Management
Texas
$8.56M -$169K -453 -2%
SWA
908
Sax Wealth Advisors
New Jersey
$8.51M +$8.51M +22,757 New
TYCC
909
Texas Yale Capital Corp
Florida
$8.47M +$129K +345 +2%
PWM
910
Peterson Wealth Management
Nevada
$8.43M +$163K +435 +2%
DC
911
Davenport & Co
Virginia
$8.4M +$1.03M +2,755 +14%
WA
912
Wealth Architects
California
$8.4M +$21.3K +57 +0.3%
SC
913
SouthState Corp
Florida
$8.39M -$107K -285 -1%
FPW
914
Flagship Private Wealth
Massachusetts
$8.36M +$8.36M +22,333 New
WPA
915
West Paces Advisors
Georgia
$8.35M -$102K -272 -1%
ST
916
Spinnaker Trust
Maine
$8.34M -$40K -107 -0.5%
CWA
917
Clarity Wealth Advisors
California
$8.33M +$799K +2,138 +11%
AFS
918
Aft Forsyth & Sober
Florida
$8.31M +$7.72M +20,650 +1,311%
Invesco
919
Invesco
Georgia
$8.3M +$358K +958 +5%
GM
920
GeoWealth Management
Illinois
$8.28M +$3.24M +8,677 +64%
RIL
921
Rothschild Investment LLC
Illinois
$8.26M -$106K -284 -1%
HH
922
Hilltop Holdings
Texas
$8.26M -$974K -2,605 -11%
OSAM
923
O'Shaughnessy Asset Management
Connecticut
$8.26M +$4.15M +11,101 +101%
GBT
924
Grove Bank & Trust
Florida
$8.26M +$220K +588 +3%
EFS
925
Essex Financial Services
Connecticut
$8.26M +$765K +2,045 +10%