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SPDR S&P 500 ETF Trust

2,733 hedge funds and large institutions have $246B invested in SPDR S&P 500 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,134 increasing their positions, 1,078 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,733
Holders Change
+13
Holders Change %
+0.48%
% of All Funds
48%
Holding in Top 10
772
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.58%
% of All Funds
13.56%
New
137
Increased
1,134
Reduced
1,078
Closed
81
Calls
$182B
Puts
$372B
Net Calls
-$190B
Net Calls Change
-$30.7B
Name Holding Trade Value Shares
Change
Shares
Change %
CDIA
1926
Capital Directions Investment Advisors
Georgia
$1.23M +$42.5K +99 +4%
JIP
1927
JBJ Investment Partners
South Carolina
$1.23M
CB
1928
Cadence Bank
Mississippi
$1.23M +$12.9K +30 +1%
LWA
1929
LWS Wealth Advisors
New Jersey
$1.22M -$11.6K -27 -0.9%
RFA
1930
Reilly Financial Advisors
California
$1.22M +$1.72K +4 +0.1%
LPT
1931
Legacy Private Trust
Wisconsin
$1.21M +$115K +269 +11%
EWM
1932
Executive Wealth Management
Michigan
$1.21M -$214K -500 -15%
BFG
1933
Beacon Financial Group
Texas
$1.2M +$89.5K +206 +8%
VIA
1934
Vickerman Investment Advisors
Washington
$1.19M +$1.19M +2,777 New
AWA
1935
Artemis Wealth Advisors
New York
$1.19M +$858 +2 +0.1%
SCA
1936
STALEY CAPITAL ADVISERS
Pennsylvania
$1.19M
SWRP
1937
Summit Wealth & Retirement Planning
California
$1.18M +$1.18M +2,751 New
AMC
1938
Asset Management Corp
Illinois
$1.18M -$71.3K -166 -6%
BL
1939
Balentine LLC
Georgia
$1.18M +$643K +1,499 +120%
American Century Companies
1940
American Century Companies
Missouri
$1.18M +$1.18M +2,747 New
QCM
1941
Quest Capital Management
Texas
$1.17M -$35.2K -82 -3%
CA
1942
CapWealth Advisors
Tennessee
$1.17M -$15K -35 -1%
AG
1943
Appleton Group
Wisconsin
$1.17M +$3.86K +9 +0.3%
CFMC
1944
Curbstone Financial Management Corp
New Hampshire
$1.17M +$357K +831 +44%
MJRIC
1945
Mogy Joel R Investment Counsel
California
$1.16M -$1.29M -2,994 -53%
SCA
1946
Sassicaia Capital Advisers
New York
$1.16M -$5.09M -11,866 -81%
CWA
1947
Core Wealth Advisors
Florida
$1.15M
9WM
1948
9258 Wealth Management
Ohio
$1.15M +$6.87K +16 +0.6%
SGCA
1949
Steel Grove Capital Advisors
Tennessee
$1.15M -$101K -236 -8%
SL
1950
SWMG LLC
Texas
$1.15M +$537K +1,251 +87%