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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 %
OFG
1326
Omega Financial Group
California
$3.71M +$65.1K +152 +2%
UIA
1327
UBP Investment Advisors
Switzerland
$3.69M +$120K +280 +3%
PO
1328
Private Ocean
California
$3.68M -$378K -883 -9%
NPT
1329
Nixon Peabody Trust
Massachusetts
$3.67M -$80.5K -188 -2%
KF
1330
Krilogy Financial
Missouri
$3.67M +$73.6K +172 +2%
PAM
1331
Pegasus Asset Management
New York
$3.65M -$15K -35 -0.4%
FFW
1332
Fusion Family Wealth
New York
$3.65M +$664K +1,550 +22%
MMHP
1333
Murphy Middleton Hinkle & Parker
Georgia
$3.64M +$28.3K +66 +0.8%
V
1334
VeraBank
Texas
$3.64M
CAM
1335
Cozad Asset Management
Illinois
$3.63M +$73.2K +171 +2%
Geode Capital Management
1336
Geode Capital Management
Massachusetts
$3.62M
RA
1337
Resolute Advisors
California
$3.62M +$61.8K +144 +2%
IC
1338
Intersect Capital
California
$3.61M +$2.14K +5 +0.1%
DDPIC
1339
Deroy & Devereaux Private Investment Counsel
Michigan
$3.61M +$428 +1 +0%
FA
1340
Fortis Advisors
Pennsylvania
$3.61M +$3.61M +3,550,079 +934,231%
MIC
1341
Meridian Investment Counsel
California
$3.59M +$27.8K +65 +0.8%
APP
1342
Avantax Planning Partners
Iowa
$3.56M +$224K +524 +7%
RMC
1343
Regis Management Company
California
$3.55M
HIA
1344
Harbor Investment Advisory
Maryland
$3.55M -$19.3K -45 -0.5%
TA
1345
TruWealth Advisors
Louisiana
$3.54M -$39K -91 -1%
CWM
1346
Chesapeake Wealth Management
Virginia
$3.53M +$64.6K +151 +2%
DFA
1347
DHJJ Financial Advisors
Illinois
$3.53M -$27.8K -65 -0.8%
BMO
1348
Beck Mack & Oliver
New York
$3.52M -$717K -1,675 -17%
OAM
1349
Occidental Asset Management
California
$3.51M +$854K +1,996 +32%
WAAG
1350
Wealth Alliance Advisory Group
Kansas
$3.5M +$28.3K +66 +0.8%