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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 %
MS
1601
Marshall & Sullivan
Washington
$1.94M +$1.21M +3,060 +167%
WP
1602
WealthPLAN Partners
Nebraska
$1.93M +$39.9K +96 +2%
BSA
1603
Bull Street Advisors
Georgia
$1.93M -$61K -154 -3%
GC
1604
Giverny Capital
Quebec, Canada
$1.92M -$33.7K -85 -2%
FSWA
1605
Financial Synergies Wealth Advisors
Texas
$1.92M +$68.6K +173 +4%
HWA
1606
HCR Wealth Advisors
California
$1.92M -$1.19M -2,994 -38%
SFS
1607
Summit Financial Strategies
Ohio
$1.92M -$5.15K -13 -0.3%
HR
1608
Hardy Reed
Mississippi
$1.92M -$27.7K -70 -1%
SWAG
1609
Spectrum Wealth Advisory Group
California
$1.92M -$1.19K -3 -0.1%
RC
1610
Rinet Company
Massachusetts
$1.92M +$1.58M +3,997 +476%
TW
1611
TrinityPoint Wealth
Connecticut
$1.92M -$25.8K -65 -1%
VNA
1612
Valley National Advisers
Pennsylvania
$1.91M +$74.5K +188 +4%
LIG
1613
Lokken Investment Group
Delaware
$1.91M -$167K -420 -8%
GIA
1614
Granite Investment Advisors
New Hampshire
$1.9M +$34.5K +87 +2%
OFS
1615
OneAscent Financial Services
Alabama
$1.9M
CWM
1616
Cahaba Wealth Management
Georgia
$1.9M -$23.4K -59 -1%
VDI
1617
Vaughan David Investments
Illinois
$1.9M
WHG
1618
Westwood Holdings Group
Texas
$1.89M -$1.88M -4,739 -50%
T. Rowe Price Associates
1619
T. Rowe Price Associates
Maryland
$1.89M -$123K -311 -6%
CAM
1620
Close Asset Management
United Kingdom
$1.89M -$172K -433 -8%
GC
1621
GFG Capital
Florida
$1.89M +$283K +714 +18%
EK
1622
Evensky & Katz
Florida
$1.88M -$72.5K -183 -4%
DIM
1623
Delta Investment Management
California
$1.88M -$1.08M -2,733 -37%
PC
1624
Permanens Capital
New York
$1.86M -$4.39M -11,084 -70%
SC
1625
Searle & Co
Connecticut
$1.86M