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SPDR S&P 500 ETF Trust

2,707 hedge funds and large institutions have $209B invested in SPDR S&P 500 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 968 increasing their positions, 1,064 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+285
Holders Change %
+11.77%
% of All Funds
48.03%
Holding in Top 10
795
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+10.72%
% of All Funds
14.11%
New
401
Increased
968
Reduced
1,064
Closed
82
Calls
$134B
Puts
$273B
Net Calls
-$139B
Net Calls Change
-$32.6B
Name Holding Trade Value Shares
Change
Shares
Change %
BWCS
2026
Beirne Wealth Consulting Services
Connecticut
$812K +$79.6K +212 +11%
NPF
2027
Norris Perne & French
Michigan
$811K -$57.9K -155 -7%
WIC
2028
Whitegate Investment Counselors
New Hampshire
$811K
UB
2029
UMB Bank
Missouri
$805K -$90.1K -241 -10%
ZB
2030
Zions Bancorporation
Utah
$805K +$658K +1,761 +448%
P
2031
&Partners
Tennessee
$801K +$86K +230 +12%
KCA
2032
Karn Couzens & Associates
Connecticut
$801K +$801K +2,143 New
VPIM
2033
Vanguard Personalized Indexing Management
California
$801K +$801K +2,143 New
FNBSF
2034
First National Bank Sioux Falls
South Dakota
$798K
CMP
2035
Courage Miller Partners
Virginia
$798K
Betterment LLC
2036
Betterment LLC
New York
$798K +$74.4K +199 +10%
PA
2037
Paracle Advisors
Washington
$795K -$144K -385 -15%
LF
2038
Lantz Financial
Illinois
$795K -$41.5K -111 -5%
SF
2039
Summit Financial
New Jersey
$794K +$794K +2,115 New
CBA
2040
Coastal Bridge Advisors
Connecticut
$794K
LOPW
2041
Live Oak Private Wealth
North Carolina
$793K -$165K -442 -17%
AA
2042
Aufman Associates
Pennsylvania
$790K
BL
2043
BFSG LLC
California
$789K -$20.9K -56 -3%
UF
2044
Univest Financial
Pennsylvania
$788K
ACM
2045
Ategra Capital Management
Virginia
$786K +$5.61K +15 +0.7%
BCI
2046
Brinker Capital Investments
Pennsylvania
$783K -$52.9M -141,576 -99%
IAS
2047
IMA Advisory Services
Colorado
$783K
FCB
2048
First Command Bank
Texas
$783K +$25K +67 +3%
FCFS
2049
First Command Financial Services
Texas
$783K +$25K +67 +3%
CAM
2050
Cypress Asset Management
Texas
$782K -$28.8K -77 -4%