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SPDR S&P 500 ETF Trust

2,708 hedge funds and large institutions have $225B invested in SPDR S&P 500 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 985 increasing their positions, 1,267 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,708
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
47.68%
Holding in Top 10
738
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-7.17%
% of All Funds
13%
New
159
Increased
985
Reduced
1,267
Closed
124
Calls
$151B
Puts
$291B
Net Calls
-$141B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1326
Resolute Advisors
California
$3.29M +$7.94K +20 +0.2%
PP
1327
Prosperity Planning
Missouri
$3.29M -$52.7K -133 -2%
RMC
1328
Regis Management Company
California
$3.29M
CL
1329
COWA LLC
Oklahoma
$3.27M -$118K -291 -3%
Luther King Capital Management (LKCM)
1330
Luther King Capital Management (LKCM)
Texas
$3.27M +$280K +707 +9%
ACM
1331
Advisors Capital Management
New Jersey
$3.27M -$6.22M -15,698 -66%
WMG
1332
WESCAP Management Group
California
$3.27M
BFA
1333
Beacon Financial Advisory
Ohio
$3.26M +$47.6K +120 +1%
QT
1334
Quantbot Technologies
New York
$3.24M +$3.24M +8,171 New
MCM
1335
Mengis Capital Management
Oregon
$3.23M -$1.59K -4 -0%
RWM
1336
RKL Wealth Management
Pennsylvania
$3.23M
KC
1337
Kinloch Capital
Virginia
$3.22M +$67.4K +170 +2%
MF
1338
Montis Financial
Massachusetts
$3.22M -$5.61K -14 -0.2%
WAAG
1339
Wealth Alliance Advisory Group
Kansas
$3.22M +$54.3K +137 +2%
CWM
1340
Chesapeake Wealth Management
Virginia
$3.21M +$173K +436 +6%
SF
1341
Symphony Financial
Texas
$3.2M -$5.01M -12,330 -61%
LWCFA
1342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.19M -$156K -393 -5%
OGF
1343
Orin Green Financial
California
$3.17M
SIC
1344
Samalin Investment Counsel
New York
$3.16M +$285K +719 +10%
KLI
1345
Kelman-Lazarov Inc
Tennessee
$3.15M -$15.5K -39 -0.5%
PFM
1346
Parsec Financial Management
North Carolina
$3.12M +$242K +611 +8%
HF
1347
Halpern Financial
Virginia
$3.11M -$82.4K -208 -3%
SWA
1348
Sightline Wealth Advisors
Connecticut
$3.1M -$124K -312 -4%
PAM
1349
PVG Asset Management
Colorado
$3.1M +$3.1M +7,814 New
PI
1350
PFS Investments
Georgia
$3.09M +$288K +728 +10%