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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 %
VCM
1101
Verger Capital Management
North Carolina
$6.01M +$18.4K +43 +0.3%
HVIA
1102
Hudson Valley Investment Advisors
New York
$5.98M -$3.85M -8,988 -39%
GFPC
1103
Global Financial Private Client
Florida
$5.98M +$730K +1,695 +14%
BIC
1104
Beach Investment Counsel
Pennsylvania
$5.98M
MWM
1105
Merriman Wealth Management
Washington
$5.98M +$90.8K +212 +2%
BJ
1106
Brouwer & Janachowski
California
$5.95M -$129K -301 -2%
PAM
1107
Peak Asset Management
Colorado
$5.95M -$427K -998 -7%
HWM
1108
Hohimer Wealth Management
Washington
$5.91M -$21.4K -50 -0.4%
DFCM
1109
Dark Forest Capital Management
Puerto Rico
$5.9M +$5.9M +13,788 New
FSC
1110
Full Sail Capital
Oklahoma
$5.88M -$1.69M -3,954 -22%
CIM
1111
Confluence Investment Management
Missouri
$5.88M +$176K +411 +3%
PFA
1112
Paradigm Financial Advisors
Missouri
$5.83M +$247K +577 +4%
PCG
1113
Private Capital Group
Connecticut
$5.78M +$74.7K +174 +1%
HIS
1114
Harvest Investment Services
Illinois
$5.78M +$119K +277 +2%
AFG
1115
Arkansas Financial Group
Arkansas
$5.77M -$15.8K -37 -0.3%
OMC
1116
Overbrook Management Corp
New York
$5.77M -$121K -282 -2%
ST
1117
Smithfield Trust
Pennsylvania
$5.76M -$110K -258 -2%
CIAS
1118
CBIZ Investment Advisory Services
Ohio
$5.74M -$49.3M
BCM
1119
BTC Capital Management
Iowa
$5.72M
WAM
1120
Weiss Asset Management
Massachusetts
$5.71M +$5.71M +13,343 New
6M
1121
6 Meridian
Kansas
$5.71M -$1.56M -3,633 -21%
AIM
1122
AMI Investment Management
Indiana
$5.71M -$62.5K -146 -1%
PAI
1123
Pittenger & Anderson Inc
Nebraska
$5.7M +$129K +302 +2%
CPO
1124
Cerity Partners OCIO
New York
$5.69M -$10.5M -24,450 -65%
DWM
1125
Defined Wealth Management
Oregon
$5.68M +$43.2K +101 +0.8%