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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 %
WMG
1351
WESCAP Management Group
California
$3.49M -$37.2K -87 -1%
MIM
1352
MTM Investment Management
South Carolina
$3.49M -$93.7K -219 -3%
EHC
1353
Everett Harris & Co
California
$3.46M -$113K -264 -3%
MCM
1354
Mengis Capital Management
Oregon
$3.44M -$51.8K -121 -1%
MF
1355
Montis Financial
Massachusetts
$3.44M +$428 +1 +0%
WWM
1356
Windsor Wealth Management
Indiana
$3.44M -$702K -1,640 -17%
ISB
1357
Iowa State Bank
Iowa
$3.43M +$263K +614 +8%
OGF
1358
Orin Green Financial
California
$3.42M +$1.28K +3 +0%
FM
1359
Family Management
New York
$3.41M +$102K +238 +3%
Wealthfront Advisers
1360
Wealthfront Advisers
California
$3.41M +$2.16M +5,040 +173%
CBT
1361
Capital Bank & Trust
California
$3.4M -$4.55M -10,634 -57%
TLCM
1362
Twin Lakes Capital Management
California
$3.39M +$658K +1,537 +24%
CL
1363
COWA LLC
Oklahoma
$3.38M -$74.9K -175 -2%
PTB
1364
Pioneer Trust Bank
Oregon
$3.38M -$473K -1,106 -12%
IWA
1365
IBEX Wealth Advisors
New Jersey
$3.37M +$3.37M +7,865 New
HF
1366
Halpern Financial
Virginia
$3.36M -$5.57K -13 -0.2%
PP
1367
Prosperity Planning
Missouri
$3.35M -$201K -470 -6%
PI
1368
PFS Investments
Georgia
$3.35M -$50.5K -116 -1%
CAM
1369
Covenant Asset Management
New Jersey
$3.33M +$62.9K +147 +2%
LIA
1370
LBMC Investment Advisors
Tennessee
$3.33M +$280K +655 +9%
BA
1371
Bridgewater Advisors
New York
$3.33M +$1.1M +2,569 +49%
EI
1372
Ellevest Inc
New York
$3.32M +$99.7K +233 +3%
MWP
1373
Madison Wealth Partners
Wisconsin
$3.32M +$23.5K +55 +0.7%
CFD
1374
Creative Financial Designs
Indiana
$3.32M +$355K +829 +12%
SWA
1375
Sightline Wealth Advisors
Connecticut
$3.31M -$34.2K -80 -1%