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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 %
SAMH
976
Shanda Asset Management Holdings
British Virgin Islands
$8.41M -$4.21M -9,800 -33%
DWM
977
Destination Wealth Management
California
$8.35M +$495K +1,153 +6%
UFA
978
US Financial Advisors
Massachusetts
$8.29M -$239K -558 -3%
CB
979
Community Bank
New York
$8.28M -$669K -1,559 -7%
Lazard Asset Management
980
Lazard Asset Management
New York
$8.25M +$1.87M +4,361 +29%
CSIC
981
Clifford Swan Investment Counsel
California
$8.25M +$148K +321 +2%
CCWA
982
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.24M +$554K +1,290 +7%
AI
983
Accredited Investors
Minnesota
$8.24M +$22.3K +52 +0.3%
FWM
984
Filbrandt Wealth Management
Wisconsin
$8.17M -$18.5K -43 -0.2%
Cohen & Steers
985
Cohen & Steers
New York
$8.17M -$1.67M -3,899 -17%
CWM
986
Cornerstone Wealth Management
Missouri
$8.16M -$630K -1,467 -7%
FWP
987
FAS Wealth Partners
Kansas
$8.12M -$66.9K -156 -0.8%
JAG
988
Journey Advisory Group
Kentucky
$8.08M -$305K -710 -4%
FHA
989
Flagship Harbor Advisors
Massachusetts
$8.06M
AIP
990
Almanack Investment Partners
Pennsylvania
$8.05M -$4.78M -11,092 -37%
AIM
991
Aspen Investment Management
Michigan
$8.03M +$45.9K +107 +0.6%
RIL
992
Rothschild Investment LLC
Illinois
$8.01M -$1.67M -3,901 -17%
SIC
993
Sigma Investment Counselors
Michigan
$8M +$1.72K +4 +0%
MIM
994
Marco Investment Management
Georgia
$7.98M -$3.86K -9 -0%
PWPS
995
Pinnacle Wealth Planning Services
Ohio
$7.97M +$7.97M +18,564 New
NFG
996
Next Financial Group
Texas
$7.92M +$168K +391 +2%
GI
997
GAMCO Investors
Connecticut
$7.9M
SAM
998
Strategy Asset Managers
California
$7.9M -$63.9K -149 -0.8%
HWA
999
Heritage Wealth Advisors
Virginia
$7.86M -$51.5K -120 -0.7%
WA
1000
Wealth Alliance
New York
$7.86M -$3K -7 -0%