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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 %
HWMA
2001
Heritage Wealth Management (Arizona)
Arizona
$908K +$908K +2,290 New
LCC
2002
Lincoln Capital Corp
Rhode Island
$906K -$36.5K -92 -4%
PPCM
2003
Pillar Pacific Capital Management
California
$906K -$25.4K -64 -3%
CWM
2004
Concentric Wealth Management
California
$903K
PL
2005
Parthenon LLC
Kentucky
$900K -$86.4K -218 -9%
ETS
2006
ESL Trust Services
New York
$899K -$8.32K -21 -0.9%
4WM
2007
4J Wealth Management
Virginia
$899K
FWI
2008
Facet Wealth Inc
Maryland
$891K +$91.9K +232 +12%
VCM
2009
Versant Capital Management
Arizona
$890K
BWM
2010
BerganKDV Wealth Management
Minnesota
$890K +$3.96K +10 +0.4%
ACM
2011
Alamar Capital Management
California
$890K +$669K +1,689 +303%
JWM
2012
JFG Wealth Management
Colorado
$887K -$74.9K -189 -8%
SG
2013
Strid Group
Pennsylvania
$887K
AFA
2014
Arlington Financial Advisors
California
$885K
DWM
2015
Darwin Wealth Management
Florida
$884K +$195K +492 +28%
IAP
2016
Indie Asset Partners
Indiana
$880K -$467K -1,178 -35%
WTFG
2017
Wells Trecaso Financial Group
Ohio
$876K -$139K -350 -14%
CFP
2018
Curran Financial Partners
South Carolina
$875K +$152K +384 +21%
NIM
2019
Northeast Investment Management
Massachusetts
$872K -$6.34K -16 -0.7%
MCM
2020
MV Capital Management
Maryland
$870K -$18.2K -46 -2%
PA
2021
Paracle Advisors
Washington
$870K +$26.5K +67 +3%
HNW
2022
High Note Wealth
Minnesota
$869K
MPIA
2023
Mountain Pacific Investment Advisers
Idaho
$867K
BCM
2024
Bourgeon Capital Management
Connecticut
$866K -$166K -419 -16%
SF
2025
Summit Financial
New Jersey
$864K +$23.1K +58 +3%