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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 %
PWM
951
Peterson Wealth Management
Nevada
$8.48M -$731K -1,708 -8%
PWM
952
Palumbo Wealth Management
New York
$8.48M -$2.06M -4,815 -20%
NWA
953
New World Advisors
Massachusetts
$8.48M +$8.48M +19,802 New
MOS
954
MGO One Seven
Ohio
$8.47M +$262K +611 +3%
SAM
955
Silvercrest Asset Management
New York
$8.46M +$384K +898 +5%
KTA
956
Keeley-Teton Advisors
Illinois
$8.45M -$28.7K -67 -0.3%
BAM
957
Barrett Asset Management
New York
$8.44M -$81.8K -191 -1%
IF
958
IRON Financial
Illinois
$8.44M -$640K -1,494 -7%
OPW
959
Oxler Private Wealth
New York
$8.43M
FMC
960
First Merchants Corp
Indiana
$8.42M -$302K -706 -3%
VAM
961
Verity Asset Management
North Carolina
$8.4M +$5.69M +13,304 +210%
BHBT
962
Burke & Herbert Bank & Trust
Virginia
$8.37M -$113K -264 -1%
JAG
963
Journey Advisory Group
Kentucky
$8.36M +$2.14K +5 +0%
FPCM
964
Financial Partners Capital Management
New York
$8.36M +$134K +313 +2%
CWM
965
Capital Wealth Management
Rhode Island
$8.36M -$220K -515 -3%
BIAS
966
Beacon Investment Advisory Services
New Jersey
$8.32M +$94.2K +220 +1%
CL
967
CIM LLC
New York
$8.28M
BEC
968
Blue Edge Capital
Virginia
$8.26M +$19.7K +46 +0.2%
DACS
969
Dymon Asia Capital (Singapore)
Singapore
$8.25M +$670K +1,566 +9%
LA
970
Latitude Advisors
Florida
$8.24M +$246K +574 +3%
AI
971
Accredited Investors
Minnesota
$8.2M -$10.3K -24 -0.1%
CG
972
Caprock Group
Idaho
$8.19M +$3.26M +7,609 +66%
FWM
973
Filbrandt Wealth Management
Wisconsin
$8.17M -$38.1K -89 -0.5%
FWP
974
FAS Wealth Partners
Kansas
$8.16M -$238K -557 -3%
DW
975
Domani Wealth
Pennsylvania
$8.13M -$635K -1,483 -7%