SPY icon

SPDR S&P 500 ETF Trust

2,708 hedge funds and large institutions have $225B invested in SPDR S&P 500 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 985 increasing their positions, 1,267 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,708
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
47.68%
Holding in Top 10
738
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-7.17%
% of All Funds
13%
New
159
Increased
985
Reduced
1,267
Closed
124
Calls
$151B
Puts
$291B
Net Calls
-$141B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
HA
2076
HYA Advisors
Missouri
$769K +$793 +2 +0.1%
TWM
2077
TriaGen Wealth Management
California
$768K -$536K -1,353 -41%
VBFP
2078
Valtinson Bruner Financial Planning
Minnesota
$768K +$84.5K +203 +12%
UWPG
2079
Ullmann Wealth Partners Group
Florida
$766K +$136K +344 +22%
WDC
2080
Woodward Diversified Capital
California
$762K +$409K +1,032 +116%
SAM
2081
Sequent Asset Management
Texas
$760K +$230K +580 +43%
SC
2082
Shay Capital
New York
$760K +$760K +1,917 New
HTHT
2083
Hemenway Trust Hemenway Trust
New Hampshire
$757K -$303K -764 -29%
TGAM
2084
TBH Global Asset Management
Tennessee
$755K +$69K +174 +10%
SCM
2085
SevenOneSeven Capital Management
Pennsylvania
$755K +$266K +671 +54%
GWCM
2086
Godshalk Welsh Capital Management
Pennsylvania
$753K
CWM
2087
Cordatus Wealth Management
Pennsylvania
$751K
IAS
2088
IMA Advisory Services
Colorado
$750K -$79.2K -200 -10%
NIC
2089
Northwest Investment Counselors
Oregon
$750K +$51.5K +130 +7%
CFMC
2090
Curbstone Financial Management Corp
New Hampshire
$749K -$119K -300 -14%
VIM
2091
Vista Investment Management
Pennsylvania
$749K -$7.53K -19 -1%
OBWG
2092
Onyx Bridge Wealth Group
New York
$741K +$94K +237 +15%
AWMT
2093
AAFMAA Wealth Management & Trust
North Carolina
$739K +$193K +487 +35%
AAM
2094
Autus Asset Management
Arizona
$738K +$61.8K +156 +9%
BL
2095
BFSG LLC
California
$737K -$99.1K -250 -12%
TPM
2096
Triasima Portfolio Management
Quebec, Canada
$737K
AA
2097
Aufman Associates
Pennsylvania
$734K -$103K -260 -12%
CA
2098
Continuum Advisory
Idaho
$730K +$203K +489 +39%
CFG
2099
Cooper Financial Group
California
$728K -$540K -1,362 -43%
LRPA
2100
L. Roy Papp & Associates
Arizona
$728K -$42.4K -107 -6%