SPY icon

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 %
PSP
976
Principal Street Partners
Tennessee
$7.4M +$2.87M +7,657 +63%
RCIM
977
Red Cedar Investment Management
Michigan
$7.39M -$29.9M -79,916 -80%
FPCM
978
Financial Partners Capital Management
New York
$7.38M -$119K -317 -2%
OPW
979
Oxler Private Wealth
New York
$7.37M +$7.37M +19,699 New
GAG
980
GM Advisory Group
New York
$7.36M +$238K +637 +3%
PJB
981
Paul John Balson
California
$7.34M +$670K +1,791 +10%
FWM
982
Filbrandt Wealth Management
Wisconsin
$7.31M -$2.62K -7 -0%
CWM
983
Capital Wealth Management
Rhode Island
$7.28M +$184K +493 +3%
KTA
984
Keeley-Teton Advisors
Illinois
$7.27M +$4.11K +11 +0.1%
CL
985
CIM LLC
New York
$7.26M
BEC
986
Blue Edge Capital
Virginia
$7.23M +$244K +653 +3%
EGA
987
E&G Advisors
Texas
$7.22M -$297K -795 -4%
Legacy Financial Group (Iowa)
988
Legacy Financial Group (Iowa)
Iowa
$7.22M +$7.22M +19,305 New
JAG
989
Journey Advisory Group
Kentucky
$7.2M +$7.2M +19,268 New
DWM
990
Destination Wealth Management
California
$7.2M +$5.06M +13,536 +236%
SIC
991
Sigma Investment Counselors
Michigan
$7.19M +$5.07M +13,548 +239%
SAM
992
Strategy Asset Managers
California
$7.15M -$657K -1,756 -8%
SAM
993
Silvercrest Asset Management
New York
$7.14M -$1.19M -3,195 -14%
FWP
994
FAS Wealth Partners
Kansas
$7.13M +$2.74M +7,337 +63%
MOS
995
MGO One Seven
Ohio
$7.11M +$2.02M +5,400 +40%
SC
996
Saltoro Capital
Texas
$7.1M +$7.1M +19,000 New
CCMD
997
Cypress Capital Management (Delaware)
Delaware
$7.09M -$193K -517 -3%
OSNBOA
998
Old Second National Bank of Aurora
Illinois
$7.08M -$72.5K -194 -1%
IFAM
999
Institutional & Family Asset Management
Colorado
$7.07M -$77.8K -208 -1%
PWP
1000
Personal Wealth Partners
Minnesota
$7.06M +$16.8K +45 +0.2%