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SPDR S&P 500 ETF Trust

2,720 hedge funds and large institutions have $231B invested in SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,087 increasing their positions, 1,122 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,720
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
47.49%
Holding in Top 10
760
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.98%
% of All Funds
13.27%
New
146
Increased
1,087
Reduced
1,122
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
1926
Core Wealth Advisors
Florida
$1.15M
MG
1927
McCutchen Group
Washington
$1.15M +$21.8K +51 +2%
LOPW
1928
Live Oak Private Wealth
North Carolina
$1.15M +$161K +375 +16%
ACP
1929
Ashfield Capital Partners
California
$1.15M -$10.7K -25 -0.9%
9WM
1930
9258 Wealth Management
Ohio
$1.14M
WIC
1931
WealthBridge Investment Counsel
Alberta, Canada
$1.14M -$223K -520 -16%
EM
1932
Excalibur Management
Massachusetts
$1.13M +$428 +1 +0%
CSA
1933
Cottage Street Advisors
Massachusetts
$1.13M +$31.3K +73 +3%
MFG
1934
MidWestOne Financial Group
Iowa
$1.13M
CAN
1935
Claraphi Advisory Network
United States
$1.13M +$29.1K +68 +3%
SG
1936
Somerset Group
Minnesota
$1.13M
ACM
1937
American Capital Management
New York
$1.13M
DP
1938
Dearborn Partners
Illinois
$1.13M +$44.5K +104 +4%
EPWM
1939
Essex Private Wealth Management
Massachusetts
$1.12M +$10.7K +25 +1%
KFP
1940
KB Financial Partners
New Jersey
$1.12M
WF
1941
WoodTrust Financial
Wisconsin
$1.12M +$46.2K +108 +4%
AIP
1942
Ahrens Investment Partners
Louisiana
$1.12M -$8.13K -19 -0.7%
SFP
1943
Sterling Financial Planning
New Jersey
$1.11M -$9.84K -23 -0.9%
IAA
1944
Independent Advisor Alliance
North Carolina
$1.11M +$397K +927 +56%
BFG
1945
Beacon Financial Group
Texas
$1.11M -$114K -264 -9%
BSSFA
1946
Baron Silver Stevens Financial Advisors
Florida
$1.1M +$1.1M +2,578 New
HDIM
1947
Hanson & Doremus Investment Management
Vermont
$1.1M -$335 -1 -0%
CPA
1948
Capital Planning Advisors
California
$1.1M
WCG
1949
Wall Capital Group
Arizona
$1.1M -$6K -14 -0.5%
NAMM
1950
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.1M -$56.9K -133 -5%