SPY icon

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 %
SFG
1101
Summit Financial Group
West Virginia
$6.19M +$1.42M +3,311 +30%
IHL
1102
Investment House LLC
California
$6.19M +$5.03M +11,717 +432%
GM
1103
GeoWealth Management
Illinois
$6.18M -$4.77M -11,118 -44%
PIMG
1104
Patriot Investment Management Group
Tennessee
$6.17M +$66.5K +155 +1%
AA
1105
Auxano Advisors
Washington
$6.17M +$3K +7 +0%
RA
1106
RFG Advisory
Alabama
$6.13M -$27.5K -64 -0.4%
EBT
1107
Enterprise Bank & Trust
Massachusetts
$6.13M -$7.72K -18 -0.1%
FSA
1108
Franklin Street Advisors
North Carolina
$6.11M -$39.9K -93 -0.6%
H
1109
Hexavest
Quebec, Canada
$6.1M -$277K -646 -4%
GFPC
1110
Global Financial Private Client
Florida
$6.09M +$50.4K +116 +0.8%
NB
1111
NBT Bank
New York
$6.08M -$61.8K -144 -1%
DBT
1112
Dubuque Bank & Trust
Iowa
$6.06M -$1.71M -3,984 -22%
JWA
1113
JFS Wealth Advisors
Pennsylvania
$6.06M +$5.53M +12,898 +1,063%
VCM
1114
Verger Capital Management
North Carolina
$6.05M +$18.9K +44 +0.3%
GF
1115
Goodman Financial
Texas
$6.02M -$300K -700 -5%
SG
1116
StoneX Group
New York
$6.01M +$735K +1,708 +14%
AWA
1117
Aaron Wealth Advisors
Illinois
$6.01M +$4.49M +10,454 +294%
HVIA
1118
Hudson Valley Investment Advisors
New York
$6.01M +$12K +28 +0.2%
BIC
1119
Beach Investment Counsel
Pennsylvania
$5.99M
LFA
1120
Landmark Financial Advisors
Kentucky
$5.99M +$56.3K +142 +0.9%
OSNBOA
1121
Old Second National Bank of Aurora
Illinois
$5.98M -$1.21M -2,829 -17%
HIS
1122
Harvest Investment Services
Illinois
$5.97M +$174K +406 +3%
S
1123
Surevest
California
$5.96M +$518K +1,207 +10%
ACM
1124
Ashford Capital Management
Delaware
$5.92M +$740K +1,725 +14%
HWM
1125
Hohimer Wealth Management
Washington
$5.92M -$5.58K -13 -0.1%