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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 %
VC
1976
Vestor Capital
Illinois
$940K -$1.98K -5 -0.2%
PS
1977
Portfolio Solutions
Michigan
$940K
PA
1978
Parkside Advisors
California
$940K +$795 +2 +0.1%
CCM
1979
Chickasaw Capital Management
Tennessee
$932K
RCM
1980
Regency Capital Management
Hawaii
$931K +$931K +2,349 New
TAM
1981
Townsend Asset Management
North Carolina
$926K -$792 -2 -0.1%
KCPG
1982
Kavar Capital Partners Group
Kansas
$926K
HIM
1983
Hanlon Investment Management
New Jersey
$925K +$18.6K +47 +2%
KPCM
1984
Kings Point Capital Management
New York
$924K -$109K -275 -11%
BFPW
1985
BOK Financial Private Wealth
Colorado
$924K -$19.8K -50 -2%
NL
1986
Navalign LLC
California
$920K +$920K +2,321 New
CBFP
1987
Cedar Brook Financial Partners
Ohio
$916K -$305K -770 -25%
LOPW
1988
Live Oak Private Wealth
North Carolina
$915K +$74.1K +187 +9%
IWS
1989
Insight Wealth Strategies
California
$914K +$139K +350 +18%
6F
1990
626 Financial
Michigan
$914K +$914K +2,024 New
AP
1991
Arlington Partners
Alabama
$913K -$409K -1,032 -31%
ZCI
1992
Zevenbergen Capital Investments
Washington
$912K
CCM
1993
Canal Capital Management
Virginia
$910K -$40.4K -102 -4%
SMF
1994
Sterling Manor Financial
New York
$910K -$10.7K -27 -1%
PFC
1995
Poplar Forest Capital
California
$910K -$3.96K -10 -0.4%
RWA
1996
RGT Wealth Advisors
Texas
$910K
VFP
1997
Verus Financial Partners
Virginia
$910K +$19.5K +48 +2%
SAMC
1998
Spectrum Asset Management (California)
California
$909K +$5.15K +13 +0.6%
SGK
1999
Steigerwald Gordon & Koch
Virginia
$909K +$164K +414 +22%
MPIM
2000
McGinn Penninger Investment Management
Virginia
$909K +$909K +2,293 New