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SPDR S&P 500 ETF Trust

2,422 hedge funds and large institutions have $196B invested in SPDR S&P 500 ETF Trust in 2020 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 830 increasing their positions, 1,154 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,422
Holders Change
+24
Holders Change %
+1%
% of All Funds
49%
Holding in Top 10
718
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.28%
% of All Funds
14.53%
New
142
Increased
830
Reduced
1,154
Closed
94
Calls
$157B
Puts
$264B
Net Calls
-$107B
Net Calls Change
-$3.55B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2001
PRW Wealth Management
Massachusetts
$542K -$12.7K -38 -2%
DR
2002
Davis Rea
Ontario, Canada
$542K
APSI
2003
Asset Planning Services Inc
Louisiana
$538K +$100K +300 +23%
HCP
2004
Hexagon Capital Partners
Arkansas
$537K +$537K +1,627 New
EWF
2005
Epstein & White Financial
California
$535K -$7.01K -21 -1%
XSC
2006
X-Square Capital
Puerto Rico
$534K +$95.1K +284 +22%
DAM
2007
Doheny Asset Management
California
$532K
PG
2008
Prostatis Group
Maryland
$532K +$204K +608 +62%
AC
2009
Arjuna Capital
North Carolina
$529K +$2.01K +6 +0.4%
IAA
2010
Independent Advisor Alliance
North Carolina
$528K -$7.83M -23,688 -94%
FMP
2011
Financial Management Professionals
Texas
$528K
DHFB
2012
Dixon Hubard Feinour & Brown
Virginia
$528K +$2.68K +8 +0.5%
AFS
2013
Aft Forsyth & Sober
Florida
$527K
CFO
2014
CVA Family Office
Colorado
$525K
FPIS
2015
Financial Planning & Information Services
Wisconsin
$524K -$35.2K -105 -6%
AWM
2016
Aberdeen Wealth Management
Illinois
$524K +$524K +1,564 New
LM
2017
Luminus Management
Texas
$521K -$14.9M -44,526 -97%
PPWM
2018
PFG Private Wealth Management
Florida
$519K
ECM
2019
EagleClaw Capital Management
Massachusetts
$517K -$117K -350 -18%
PA
2020
PSI Advisors
Florida
$517K -$46.8K -140 -8%
TA
2021
TFG Advisers
Michigan
$517K +$4.02K +12 +0.8%
LAIC
2022
Lederer & Associates Investment Counsel
California
$511K
SPA
2023
Sentinel Pension Advisors
Massachusetts
$510K +$88.1K +263 +21%
WR
2024
Watson Rebecca
$509K -$4.69K -14 -0.9%
DAM
2025
Delta Asset Management
Tennessee
$507K