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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 %
SFFS
1351
Stonehage Fleming Financial Services
Jersey
$3.66M -$170K -395 -4%
CRWM
1352
Castle Rock Wealth Management
California
$3.66M -$273K -583 -7%
LWCFA
1353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.66M -$93.1K -217 -2%
LFAS
1354
Level Four Advisory Services
Texas
$3.66M -$9.94M -23,152 -73%
PAM
1355
Pegasus Asset Management
New York
$3.65M -$5.15K -12 -0.1%
FFW
1356
Fusion Family Wealth
New York
$3.65M
MMHP
1357
Murphy Middleton Hinkle & Parker
Georgia
$3.65M +$2.57K +6 +0.1%
CAM
1358
Cozad Asset Management
Illinois
$3.65M +$9.01K +21 +0.2%
RA
1359
Resolute Advisors
California
$3.64M +$3.88K +9 +0.1%
Geode Capital Management
1360
Geode Capital Management
Massachusetts
$3.63M -$3.62M
FSC
1361
Full Sail Capital
Oklahoma
$3.63M -$2.26M -5,278 -38%
SV
1362
Sturgeon Ventures
United Kingdom
$3.62M
CG
1363
Castellan Group
Kentucky
$3.62M -$9.04M -21,057 -71%
MCM
1364
Mengis Capital Management
Oregon
$3.62M +$170K +395 +5%
CGPCS
1365
Capital Group Private Client Services
California
$3.61M +$3.61M +8,421 New
APP
1366
Avantax Planning Partners
Iowa
$3.61M +$42.9K +100 +1%
PFM
1367
Parsec Financial Management
North Carolina
$3.57M -$24.8K -53 -0.7%
MIC
1368
Meridian Investment Counsel
California
$3.55M -$45.1K -105 -1%
CFO
1369
Colony Family Offices
North Carolina
$3.55M -$463K -1,076 -12%
KC
1370
Kinloch Capital
Virginia
$3.54M -$196K -457 -5%
SMDAM
1371
Sumitomo Mitsui DS Asset Management
Japan
$3.53M +$768K +1,790 +28%
TA
1372
TruWealth Advisors
Louisiana
$3.53M -$26.6K -62 -0.7%
BMO
1373
Beck Mack & Oliver
New York
$3.53M
HF
1374
Halpern Financial
Virginia
$3.52M +$149K +348 +4%
WAAG
1375
Wealth Alliance Advisory Group
Kansas
$3.51M