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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 %
CA
1051
Calton & Associates
Florida
$6.59M -$1.13M -2,628 -15%
TW
1052
Transform Wealth
Colorado
$6.58M +$767K +1,792 +13%
MFG
1053
Merit Financial Group
Georgia
$6.57M +$1.09M +2,554 +20%
MPM
1054
Meritage Portfolio Management
Kansas
$6.56M -$175K -408 -3%
EIP
1055
Ellis Investment Partners
Pennsylvania
$6.56M +$797K +1,862 +14%
GT
1056
Greenleaf Trust
Michigan
$6.52M -$67.2K -157 -1%
NFG
1057
Nations Financial Group
Iowa
$6.52M +$81.8K +191 +1%
AFP
1058
Ausdal Financial Partners
Iowa
$6.51M -$3.47M -8,118 -35%
CWA
1059
Clarus Wealth Advisors
Arizona
$6.47M +$1.15M +2,628 +22%
FH
1060
FWG Holdings
Florida
$6.47M +$6.47M +15,123 New
WCM
1061
Windham Capital Management
Massachusetts
$6.46M
BSA
1062
Braun Stacey Associates
New York
$6.46M -$124K -289 -2%
CCFM
1063
Clear Creek Financial Management
Washington
$6.44M +$6.44M +15,265 New
CI
1064
Cavalier Investments
Georgia
$6.43M +$4.87M +11,385 +313%
SCA
1065
Sage Capital Advisors
South Dakota
$6.43M +$125K +287 +2%
LFA
1066
Landmark Financial Advisors
Kentucky
$6.41M -$60.8K -142 -0.9%
FNBOO
1067
First National Bank of Omaha
Nebraska
$6.41M
SWP
1068
Summit Wealth Partners
Florida
$6.4M -$15.8K -37 -0.2%
AAM
1069
Aureus Asset Management
Massachusetts
$6.4M -$428K -999 -6%
PG
1070
Patten Group
Tennessee
$6.39M -$12.4K -29 -0.2%
PWM
1071
PRW Wealth Management
Massachusetts
$6.39M +$5.85M +13,667 +1,095%
KLCM
1072
KG&L Capital Management
Louisiana
$6.38M +$294K +688 +5%
Lazard Asset Management
1073
Lazard Asset Management
New York
$6.37M +$3.33M +7,782 +110%
IFWM
1074
Institute for Wealth Management
Colorado
$6.36M -$137K -320 -2%
H
1075
Hexavest
Quebec, Canada
$6.36M -$421K -984 -6%