SPY icon

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 %
IHL
1901
Investment House LLC
California
$1.1M -$651K -1,644 -37%
TFO
1902
Tarbox Family Office
California
$1.1M -$3.17K -8 -0.3%
Fayez Sarofim & Co
1903
Fayez Sarofim & Co
Texas
$1.09M -$4.19M -10,571 -79%
SIM
1904
Sonora Investment Management
Arizona
$1.08M -$51.5K -130 -5%
BFG
1905
Beacon Financial Group
Texas
$1.08M
ACP
1906
Ashfield Capital Partners
California
$1.07M
NAMM
1907
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.07M +$1.07M +2,705 New
AG
1908
Appleton Group
Wisconsin
$1.07M +$32.1K +81 +3%
SAM
1909
SignalPoint Asset Management
Missouri
$1.07M +$60.6K +153 +6%
PNAA
1910
Pictet North America Advisors
Switzerland
$1.07M -$1.36M -3,422 -56%
TP
1911
Tranquility Partners
Tennessee
$1.07M +$20.6K +52 +2%
CWA
1912
Core Wealth Advisors
Florida
$1.07M
CWM
1913
Collaborative Wealth Management
Florida
$1.07M +$1.07M +2,359 New
NCM
1914
Northwest Capital Management
Oregon
$1.06M +$793 +2 +0.1%
QCM
1915
Quest Capital Management
Texas
$1.06M -$65.8K -166 -6%
OR
1916
Olympiad Research
Connecticut
$1.06M +$594K +1,498 +127%
9WM
1917
9258 Wealth Management
Ohio
$1.06M -$4.36K -11 -0.4%
AIM
1918
Arcadia Investment Management
Michigan
$1.06M -$417K -1,051 -28%
WIA
1919
Westbourne Investment Advisors
Maryland
$1.05M +$152K +383 +17%
AFIA
1920
America First Investment Advisors
Nebraska
$1.05M +$13.5K +34 +1%
XSC
1921
X-Square Capital
Puerto Rico
$1.05M +$116K +293 +12%
EM
1922
Excalibur Management
Massachusetts
$1.05M -$7.93K -20 -0.7%
MFG
1923
MidWestOne Financial Group
Iowa
$1.05M -$298K -751 -22%
WIC
1924
Woodmont Investment Counsel
Tennessee
$1.05M +$9.91K +25 +1%
SG
1925
Somerset Group
Minnesota
$1.04M -$79.2K -200 -7%