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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 %
SAMC
2001
Spectrum Asset Management (California)
California
$1.05M +$61.3K +143 +6%
CCM
2002
Canal Capital Management
Virginia
$1.05M +$70.4K +164 +7%
LA
2003
LexAurum Advisors
Kansas
$1.04M -$10.7K -25 -1%
MSS
2004
Mitchell Sinkler & Starr
Pennsylvania
$1.04M +$127K +295 +14%
BI
2005
Bulldog Investors
New Jersey
$1.04M -$245K -570 -19%
XSC
2006
X-Square Capital
Puerto Rico
$1.03M +$13.3K +31 +1%
DJYG
2007
David J. Yvars Group
Florida
$1.03M
IWS
2008
Insight Wealth Strategies
California
$1.03M +$38.2K +89 +4%
CDH
2009
Charles D. Hyman
$1.02M +$16.7K +39 +2%
TP
2010
Tranquility Partners
Tennessee
$1.02M +$129K +301 +14%
ACP
2011
Ashfield Capital Partners
California
$1.01M -$140K -325 -12%
SGK
2012
Steigerwald Gordon & Koch
Virginia
$1.01M +$6.86K +16 +0.7%
CCM
2013
Chickasaw Capital Management
Tennessee
$1.01M
TAM
2014
Townsend Asset Management
North Carolina
$1.01M +$858 +2 +0.1%
CCG
2015
Capital CS Group
California
$1.01M -$869 -2 -0.1%
JIP
2016
Jaffetilchin Investment Partners
Florida
$1M -$420K -979 -30%
ZCI
2017
Zevenbergen Capital Investments
Washington
$1M +$14.2K +33 +1%
AFA
2018
American Financial Advisors
Georgia
$1M +$217K +506 +28%
PA
2019
Parkside Advisors
California
$997K
MIG
2020
McGuire Investment Group
Rhode Island
$991K
UF
2021
Univest Financial
Pennsylvania
$990K
CH
2022
Canton Hathaway
Rhode Island
$989K +$783K +1,825 +380%
AP
2023
Arlington Partners
Alabama
$988K
RA
2024
Riverstone Advisors
Texas
$987K
HHAA
2025
Henry H. Armstrong Associates
Pennsylvania
$987K +$566K +1,320 +135%