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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 %
ACM
2026
Academy Capital Management
Texas
$930K +$930K +2,173 New
OBWG
2027
Onyx Bridge Wealth Group
New York
$929K +$123K +285 +15%
KCPG
2028
Kavar Capital Partners Group
Kansas
$927K -$73.6K -172 -7%
3F
2029
360 Financial
Minnesota
$927K +$21.4K +50 +2%
CPWA
2030
Cerro Pacific Wealth Advisors
California
$927K +$927K +2,166 New
ETS
2031
ESL Trust Services
New York
$922K -$49.2K -115 -5%
BCM
2032
Breiter Capital Management
Florida
$921K +$921K +2,152 New
FCT
2033
Family Capital Trust
Massachusetts
$918K -$12.8K -30 -1%
P
2034
&Partners
Tennessee
$917K
CWM
2035
Cahaba Wealth Management
Georgia
$916K -$1.19M -2,707 -56%
FWI
2036
Facet Wealth Inc
Maryland
$915K -$48K -112 -5%
IP
2037
Isthmus Partners
Wisconsin
$915K
FNBSF
2038
First National Bank Sioux Falls
South Dakota
$914K
VLC
2039
Van Leeuwen & Company
New Jersey
$914K +$291K +675 +47%
KCA
2040
Karn Couzens & Associates
Connecticut
$913K -$4.28K -10 -0.5%
CMP
2041
Courage Miller Partners
Virginia
$913K
MSS
2042
Mitchell Sinkler & Starr
Pennsylvania
$912K +$51.4K +120 +6%
TWM
2043
TriaGen Wealth Management
California
$912K +$62.7K +143 +7%
RVPG
2044
Relative Value Partners Group
$910K -$389K -907 -30%
CBA
2045
Coastal Bridge Advisors
Connecticut
$909K
SFS
2046
Shaker Financial Services
Virginia
$907K -$9.89M -23,106 -92%
PFC
2047
Poplar Forest Capital
California
$904K -$79.2K -185 -8%
WFA
2048
Websterrogers Financial Advisors
South Carolina
$904K +$5.1K +12 +0.6%
WIC
2049
Whitegate Investment Counselors
New Hampshire
$901K -$27.8K -65 -3%
UB
2050
UMB Bank
Missouri
$901K