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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 %
MG
1926
McCutchen Group
Washington
$1.04M +$121K +306 +13%
ACM
1927
American Capital Management
New York
$1.04M +$23.8K +60 +2%
AWM
1928
AllSquare Wealth Management
New York
$1.04M +$25.8K +65 +3%
SFP
1929
Sterling Financial Planning
New Jersey
$1.04M -$83.6K -211 -7%
LPT
1930
Legacy Private Trust
Wisconsin
$1.04M +$92.8K +234 +10%
AIP
1931
Ahrens Investment Partners
Louisiana
$1.04M -$57.1K -144 -5%
LFA
1932
Legacy Financial Advisors
Kentucky
$1.04M +$58.7K +148 +6%
CDH
1933
Charles D. Hyman
$1.04M +$23.8K +60 +2%
KFP
1934
KB Financial Partners
New Jersey
$1.04M +$1.04M +2,617 New
PWAG
1935
Polaris Wealth Advisory Group
California
$1.03M +$107K +261 +12%
EPWM
1936
Essex Private Wealth Management
Massachusetts
$1.03M -$793 -2 -0.1%
ACWM
1937
Adams Chetwood Wealth Management
North Carolina
$1.03M
WCG
1938
Wall Capital Group
Arizona
$1.03M +$3.57K +9 +0.3%
CPA
1939
Capital Planning Advisors
California
$1.02M -$58.3K -147 -5%
CAN
1940
Claraphi Advisory Network
United States
$1.02M -$232K -586 -19%
ICM
1941
IMS Capital Management
Oregon
$1.02M +$716K +1,807 +237%
CSA
1942
Cottage Street Advisors
Massachusetts
$1.02M +$1.02M +2,568 New
GHAM
1943
Gilman Hill Asset Management
Connecticut
$1.02M -$307K -776 -23%
BMA
1944
Brooks Moore & Associates
Tennessee
$1.02M
ACA
1945
Affinity Capital Advisors
California
$1.01M +$99.5K +251 +11%
BS
1946
Boenning & Scattergood
Pennsylvania
$1.01M +$269K +679 +36%
HC
1947
Hourglass Capital
Texas
$1.01M -$43.6K -110 -4%
FSCM
1948
Front Street Capital Management
Montana
$1.01M +$432K +1,499 +75%
BFWA
1949
Benchmark Financial Wealth Advisors
Florida
$1.01M -$180K -455 -15%
CWM
1950
Campbell Wealth Management
Virginia
$1M -$46.8K -118 -4%