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SPDR S&P 500 ETF Trust

2,707 hedge funds and large institutions have $209B invested in SPDR S&P 500 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 968 increasing their positions, 1,064 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+285
Holders Change %
+11.77%
% of All Funds
48.03%
Holding in Top 10
795
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+10.72%
% of All Funds
14.11%
New
401
Increased
968
Reduced
1,064
Closed
82
Calls
$134B
Puts
$273B
Net Calls
-$139B
Net Calls Change
-$32.6B
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
1451
ProVise Management Group
Florida
$2.59M +$1.75M +4,673 +207%
AAS
1452
Annex Advisory Services
Wisconsin
$2.59M +$256K +685 +11%
SEIA
1453
Signature Estate & Investment Advisors
California
$2.58M +$50.1K +134 +2%
CFC
1454
Coyle Financial Counsel
Illinois
$2.58M
CFD
1455
Creative Financial Designs
Indiana
$2.57M +$41.5K +111 +2%
MWM
1456
Madison Wealth Management
Ohio
$2.57M +$127K +339 +5%
WPC
1457
Waters Parkerson & Co
Louisiana
$2.54M +$332K +888 +15%
PWP
1458
Private Wealth Partners
California
$2.54M -$167K -446 -6%
GKWIM
1459
Gerber Kawasaki Wealth & Investment Management
California
$2.53M +$157K +420 +7%
CCFCSB
1460
Cape Cod Five Cents Savings Bank
Massachusetts
$2.53M -$147K -392 -5%
AP
1461
Agilis Partners
Massachusetts
$2.53M -$17M -45,495 -87%
PP
1462
Professional Planning
California
$2.52M +$2.52M +6,738 New
RMCM
1463
Reynders McVeigh Capital Management
Massachusetts
$2.51M +$430K +1,151 +21%
TWA
1464
TCI Wealth Advisors
Arizona
$2.5M -$67.7K -181 -3%
WP
1465
WMS Partners
Maryland
$2.5M -$11.2K -30 -0.4%
PA
1466
Perennial Advisors
New York
$2.5M -$216K -579 -8%
AFAS
1467
Acorn Financial Advisory Services
Virginia
$2.49M -$180K -480 -7%
MCM
1468
Monument Capital Management
Virginia
$2.49M -$3.83M -10,232 -61%
PWPS
1469
Pinnacle Wealth Planning Services
Ohio
$2.48M +$94.2K +252 +4%
WJA
1470
Willis Johnson & Associates
Texas
$2.48M +$2.48M +6,631 New
BO
1471
Bank OZK
Arkansas
$2.48M +$11.2K +30 +0.5%
FAM
1472
Formidable Asset Management
Ohio
$2.45M +$23.6K +64 +1%
FA
1473
Fagan Associates
New York
$2.43M -$89.3K -239 -4%
BFC
1474
Bedel Financial Consulting
Indiana
$2.42M -$78.9K -211 -3%
AWM
1475
Affinity Wealth Management
Delaware
$2.42M -$14.8K -39 -0.6%