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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 %
AP
1501
Advisor Partners
California
$2.32M +$567K +1,514 +32%
RCA
1502
Rowland Carmichael Advisors
Arizona
$2.32M +$51.2K +137 +2%
1IA
1503
1834 Investment Advisors
Wisconsin
$2.32M -$1.12K -3 -0%
IP
1504
Investment Partners
Ohio
$2.31M +$47.5K +127 +2%
CFA
1505
Capstone Financial Advisors
Illinois
$2.31M +$57.9K +155 +3%
HWM
1506
Howard Wealth Management
Connecticut
$2.3M +$44.8K +120 +2%
NCM
1507
Noesis Capital Mangement
Florida
$2.3M +$34.8K +93 +2%
ELC
1508
Edgar Lomax Company
Virginia
$2.29M
FFW
1509
Fusion Family Wealth
New York
$2.29M +$269K +719 +13%
MIAS
1510
Mason Investment Advisory Services
Virginia
$2.29M -$421K -1,125 -16%
PNAA
1511
Pictet North America Advisors
Switzerland
$2.29M -$74.8K -200 -3%
LGWM
1512
Litman Gregory Wealth Management
California
$2.29M
BFO
1513
Biltmore Family Office
North Carolina
$2.28M -$146K -388 -6%
KFS
1514
Kaizen Financial Strategies
California
$2.28M +$2.28M +6,086 New
OPWM
1515
Oxinas Partners Wealth Management
Indiana
$2.27M +$2.27M +6,063 New
SFWC
1516
Strategic Family Wealth Counselors
New Jersey
$2.26M +$898K +2,401 +66%
CMI
1517
Clare Market Investments
Texas
$2.26M +$216K +577 +11%
SA
1518
Sunesis Advisors
Kansas
$2.26M
AC
1519
Addenda Capital
Quebec, Canada
$2.26M +$2.26M +6,005 New
EIA
1520
Eldridge Investment Advisors
New Hampshire
$2.25M -$2.99K -8 -0.1%
TCWM
1521
Total Clarity Wealth Management
Illinois
$2.25M -$18.3K -49 -0.8%
ICA
1522
Infrastructure Capital Advisors
New York
$2.24M +$2.24M +6,000 New
QPWM
1523
Quadrant Private Wealth Management
Pennsylvania
$2.24M -$39.6K -106 -2%
JSC
1524
Jackson Square Capital
California
$2.24M -$367K -982 -14%
BWM
1525
Bulltick Wealth Management
Florida
$2.23M +$2.23M +5,939 New