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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 %
YU
1401
Yale University
Connecticut
$2.77M -$15.1M -38,000 -84%
SWMP
1402
Signature Wealth Management Partners
New Jersey
$2.77M -$10.3K -26 -0.4%
MWM
1403
Madison Wealth Management
Ohio
$2.77M +$53.5K +135 +2%
RIG
1404
Roosevelt Investment Group
New York
$2.77M -$77.7K -196 -3%
HCMT
1405
Highland Capital Management (Tennessee)
Tennessee
$2.77M +$707K +1,785 +34%
TCB
1406
Texas Capital Bancshares
Texas
$2.77M -$116K -292 -4%
SCM
1407
Sterneck Capital Management
Missouri
$2.76M -$1.71M -4,327 -38%
GMA
1408
Goldstein Munger & Associates
California
$2.76M -$402K -1,012 -13%
FFW
1409
Fusion Family Wealth
New York
$2.76M +$332K +838 +14%
PA
1410
Perennial Advisors
New York
$2.76M +$104K +262 +4%
CAM
1411
Cubic Asset Management
Massachusetts
$2.75M -$10.3K -26 -0.4%
CFD
1412
Creative Financial Designs
Indiana
$2.74M +$14.7K +37 +0.5%
FHC
1413
First Heartland Consultants
Missouri
$2.73M -$1.84M -4,632 -40%
AWP
1414
Ascent Wealth Partners
New York
$2.73M -$176K -444 -6%
AWA
1415
Alta Wealth Advisors
Massachusetts
$2.72M +$480K +1,212 +21%
EP
1416
EPIQ Partners
Minnesota
$2.72M -$153K -385 -5%
SCP
1417
Silverleafe Capital Partners
Tennessee
$2.71M -$645K -1,628 -19%
LIM
1418
Loudon Investment Management
New Hampshire
$2.7M -$43.6K -110 -2%
LBC
1419
Lawrence B. Cohen
$2.7M -$74.9K -189 -3%
FAM
1420
Formidable Asset Management
Ohio
$2.7M +$46.8K +117 +2%
LC
1421
Lavaca Capital
Texas
$2.69M +$2.69M +6,787 New
RC
1422
Rovin Capital
Arizona
$2.69M -$241K -609 -8%
AP
1423
Agilis Partners
Massachusetts
$2.68M
PPSG
1424
Princeton Portfolio Strategies Group
New Jersey
$2.68M -$1.06M -2,686 -28%
HCA
1425
Harbour Capital Advisors
Virginia
$2.67M +$2.67M +6,726 New