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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 %
APP
1351
Avantax Planning Partners
Iowa
$3.09M +$1.59M +4,001 +106%
MWM
1352
Marietta Wealth Management
Georgia
$3.08M -$106K -267 -3%
FM
1353
Family Management
New York
$3.07M +$21K +53 +0.7%
TI
1354
Tidal Investments
Wisconsin
$3.06M +$2.22M +12,400 +267%
FVCM
1355
F&V Capital Management
Florida
$3.06M -$23.8K -60 -0.8%
SL
1356
Stevard LLC
Illinois
$3.04M -$16.5M -41,627 -84%
CAM
1357
Covenant Asset Management
New Jersey
$3.03M +$25.8K +65 +0.9%
DA
1358
Doliver Advisors
Texas
$3.02M +$1.83M +4,618 +154%
FTA
1359
Financial & Tax Architects
Missouri
$3.01M +$3.01M +7,597 New
C
1360
Clearshares
New York
$3.01M +$3.01M +7,583 New
BFM
1361
Boothbay Fund Management
New York
$2.99M +$2.99M +7,537 New
BWA
1362
BlueSky Wealth Advisors
North Carolina
$2.99M -$108K -262 -3%
EI
1363
Ellevest Inc
New York
$2.98M +$51.1K +129 +2%
WCFA
1364
Walkner Condon Financial Advisors
Wisconsin
$2.98M +$464K +1,171 +18%
PWSG
1365
Pacific Wealth Strategies Group
California
$2.95M -$465K -1,173 -14%
AI
1366
ArchPoint Investors
Florida
$2.93M -$2.38M -5,982 -45%
ISB
1367
Iowa State Bank
Iowa
$2.93M -$72.9K -184 -2%
PMG
1368
ProVise Management Group
Florida
$2.93M +$184K +464 +7%
CFS
1369
CRA Financial Services
New Jersey
$2.93M +$25.8K +65 +0.9%
AP
1370
Adero Partners
California
$2.92M +$402K +1,014 +16%
Fisher Asset Management
1371
Fisher Asset Management
Washington
$2.92M -$1.29M -3,264 -31%
NSAM
1372
North Star Asset Management
Wisconsin
$2.91M +$31.3K +79 +1%
CC
1373
Callan Capital
California
$2.91M -$1.19K -3 -0%
CHC
1374
City Holding Co
West Virginia
$2.91M +$16.6K +42 +0.6%
MC
1375
Middleton & Co
Massachusetts
$2.9M -$133K -335 -4%