SPY icon

SPDR S&P 500 ETF Trust

2,422 hedge funds and large institutions have $196B invested in SPDR S&P 500 ETF Trust in 2020 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 830 increasing their positions, 1,154 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,422
Holders Change
+24
Holders Change %
+1%
% of All Funds
49%
Holding in Top 10
718
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.28%
% of All Funds
14.53%
New
142
Increased
830
Reduced
1,154
Closed
94
Calls
$157B
Puts
$264B
Net Calls
-$107B
Net Calls Change
-$3.55B
Name Holding Trade Value Shares
Change
Shares
Change %
ATIA
1776
American Trust Investment Advisors
New Hampshire
$891K
TP
1777
Tranquility Partners
Tennessee
$889K -$21.8K -65 -2%
BFG
1778
Beacon Financial Group
Texas
$887K +$82.6K +244 +10%
WCG
1779
Wall Capital Group
Arizona
$885K +$3.01K +9 +0.3%
EWM
1780
Endurance Wealth Management
Rhode Island
$885K +$50.9K +152 +6%
OBWP
1781
O'Brien Wealth Partners
Massachusetts
$884K +$55.7K +162 +7%
WF
1782
WoodTrust Financial
Wisconsin
$880K -$42.9K -128 -5%
PC
1783
Permanens Capital
New York
$878K +$422K +1,260 +92%
PS
1784
Portfolio Solutions
Michigan
$877K -$98.4K -294 -10%
WTFG
1785
Wells Trecaso Financial Group
Ohio
$877K
9WM
1786
9258 Wealth Management
Ohio
$875K -$2.94K -9 -0.3%
AFIA
1787
America First Investment Advisors
Nebraska
$875K +$1.01K +3 +0.1%
TCM
1788
Traynor Capital Management
Pennsylvania
$873K -$493K -1,427 -36%
BCM
1789
Bourgeon Capital Management
Connecticut
$872K +$775K +2,316 +801%
BMM
1790
Buffington Mohr McNeal
Idaho
$869K -$8.37K -25 -1%
ACWM
1791
Adams Chetwood Wealth Management
North Carolina
$868K -$92.7K -277 -10%
DWM
1792
Darwin Wealth Management
Florida
$867K -$104K -310 -11%
CRWM
1793
Castle Rock Wealth Management
California
$866K +$158K +459 +22%
AAP
1794
Arax Advisory Partners
Colorado
$865K -$8.7K -26 -1%
TWM
1795
Titus Wealth Management
California
$865K +$22.1K +66 +3%
BFWA
1796
Benchmark Financial Wealth Advisors
Florida
$861K +$53.2K +159 +7%
LOPW
1797
Live Oak Private Wealth
North Carolina
$859K +$67K +200 +8%
BMA
1798
Brooks Moore & Associates
Tennessee
$857K
DA
1799
Doliver Advisors
Texas
$850K +$300K +897 +55%
LECM
1800
Lead Edge Capital Management
New York
$849K -$136K -405 -14%