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SPDR S&P 500 ETF Trust

2,720 hedge funds and large institutions have $231B invested in SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,087 increasing their positions, 1,122 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,720
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
47.49%
Holding in Top 10
760
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.98%
% of All Funds
13.27%
New
146
Increased
1,087
Reduced
1,122
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Shares
Change %
PL
2001
Parthenon LLC
Kentucky
$973K
CCM
2002
Canal Capital Management
Virginia
$972K -$10.7K -25 -1%
SG
2003
Strid Group
Pennsylvania
$963K
VCM
2004
Versant Capital Management
Arizona
$961K
BWM
2005
BerganKDV Wealth Management
Minnesota
$961K
ACM
2006
Alamar Capital Management
California
$961K
IAP
2007
Indie Asset Partners
Indiana
$959K +$8.56K +20 +0.9%
MGIA
2008
Matthew Goff Investment Advisor
Texas
$957K -$82.2K -192 -8%
BFPW
2009
BOK Financial Private Wealth
Colorado
$957K -$41.5K -97 -4%
LCM
2010
Leisure Capital Management
California
$957K +$83.1K +194 +10%
SMF
2011
Sterling Manor Financial
New York
$956K -$27K -63 -3%
4WM
2012
4J Wealth Management
Virginia
$956K -$15.4K -36 -2%
DWM
2013
Darwin Wealth Management
Florida
$954K -$428 -1 -0%
LKIM
2014
Lawson Kroeker Investment Management
Nebraska
$950K -$85.6K -200 -8%
VFP
2015
Verus Financial Partners
Virginia
$946K -$18.5K -43 -2%
WTFG
2016
Wells Trecaso Financial Group
Ohio
$946K
MCM
2017
MV Capital Management
Maryland
$940K -$428 -1 -0%
HNW
2018
High Note Wealth
Minnesota
$938K
MPIA
2019
Mountain Pacific Investment Advisers
Idaho
$937K
NPF
2020
Norris Perne & French
Michigan
$937K +$6.85K +16 +0.7%
BCM
2021
Bourgeon Capital Management
Connecticut
$936K
EWP
2022
Engrave Wealth Partners
Texas
$936K +$273K +639 +41%
PIP
2023
Peachtree Investment Partners
Florida
$936K +$343K +801 +58%
NIM
2024
Northeast Investment Management
Massachusetts
$934K -$8.14K -19 -0.9%
TWP
2025
Tempus Wealth Planning
California
$933K +$933K +2,180 New