SPY icon

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 %
CPA
1976
Capital Planning Advisors
California
$1.11M
NAMM
1977
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.1M
BMA
1978
Brooks Moore & Associates
Tennessee
$1.1M
TP
1979
Truvvo Partners
New York
$1.1M +$333K +777 +44%
AIP
1980
Ahrens Investment Partners
Louisiana
$1.1M -$21.5K -50 -2%
HC
1981
Hourglass Capital
Texas
$1.09M +$429 +1 +0%
PWAG
1982
Polaris Wealth Advisory Group
California
$1.09M
PP
1983
PDS Planning
Ohio
$1.09M -$186K -434 -15%
DIA
1984
Dean Investment Associates
Ohio
$1.09M +$3.43K +8 +0.3%
BA
1985
Bellwether Advisors
Nebraska
$1.08M -$129K -300 -11%
BWM
1986
Baystate Wealth Management
Massachusetts
$1.08M -$2.15K -5 -0.2%
AC
1987
Addenda Capital
Quebec, Canada
$1.08M +$839K +1,950 +351%
State Farm Mutual Automobile Insurance
1988
State Farm Mutual Automobile Insurance
Illinois
$1.07M
SAM
1989
Strategic Asset Management
Minnesota
$1.07M +$1.07M +2,445 New
TF
1990
Tompkins Financial
New York
$1.07M +$1.07M +2,501 New
ACM
1991
American Capital Management
New York
$1.07M -$58.4K -136 -5%
MA
1992
Menlo Advisors
California
$1.06M -$21.5K -50 -2%
AWM
1993
AllSquare Wealth Management
New York
$1.06M -$98.7K -230 -9%
DLCIG
1994
D.L. Carlson Investment Group
New Hampshire
$1.06M +$551K +1,283 +108%
Daiwa Securities Group
1995
Daiwa Securities Group
Japan
$1.05M -$6.17M
CAN
1996
Claraphi Advisory Network
United States
$1.05M -$38.4K -93 -4%
GPA
1997
Garrison Point Advisors
California
$1.05M +$429 +1 +0%
DWM
1998
Darwin Wealth Management
Florida
$1.05M +$93.2K +217 +10%
BIA
1999
Bell Investment Advisors
California
$1.05M +$1.05M +2,442 New
LOPW
2000
Live Oak Private Wealth
North Carolina
$1.05M -$105K -245 -9%