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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 %
RE
2026
RBC Europe
United Kingdom
$983K
VFP
2027
Verus Financial Partners
Virginia
$982K +$894 +2 +0.1%
RWA
2028
RGT Wealth Advisors
Texas
$981K -$3.43K -8 -0.3%
SIS
2029
Sound Income Strategies
Florida
$980K -$21K -49 -2%
CBA
2030
Coastal Bridge Advisors
Connecticut
$980K +$68.7K +160 +8%
PCM
2031
Princeton Capital Management
New Jersey
$980K +$980K +2,284 New
CWM
2032
Concentric Wealth Management
California
$978K
AAP
2033
Arax Advisory Partners
Colorado
$976K -$113K -264 -10%
PL
2034
Parthenon LLC
Kentucky
$975K
SMF
2035
Sterling Manor Financial
New York
$975K +$15.9K +37 +2%
VLC
2036
Van Leeuwen & Company
New Jersey
$975K +$64.3K +150 +7%
CFP
2037
Curran Financial Partners
South Carolina
$974K -$61K -142 -6%
CMF
2038
Counterpoint Mutual Funds
California
$972K +$107K +250 +12%
SIM
2039
Stratos Investment Management
Ohio
$971K +$971K +2,262 New
ACM
2040
Alamar Capital Management
California
$970K +$6.44K +15 +0.7%
PS
2041
Portfolio Solutions
Michigan
$966K
SG
2042
Strid Group
Pennsylvania
$961K
VCM
2043
Versant Capital Management
Arizona
$960K -$4.29K -10 -0.4%
MGIA
2044
Matthew Goff Investment Advisor
Texas
$960K
BFPW
2045
BOK Financial Private Wealth
Colorado
$959K
LCM
2046
Leisure Capital Management
California
$959K
4WM
2047
4J Wealth Management
Virginia
$956K -$2.15K -5 -0.2%
FNB
2048
Farmers National Bank
Kentucky
$953K +$953K +2,549 New
IAP
2049
Indie Asset Partners
Indiana
$951K -$10.7K -25 -1%
VBFP
2050
Valtinson Bruner Financial Planning
Minnesota
$950K +$43K +95 +5%