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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 %
CGH
2101
Crossmark Global Holdings
Texas
$727K -$2.61M -6,591 -78%
AWA
2102
ARS Wealth Advisors
Florida
$727K -$85.6K -216 -11%
RPG
2103
Resource Planning Group
Georgia
$727K +$175K +442 +32%
HCM
2104
Hutchinson Capital Management
California
$724K
HCA
2105
Horan Capital Advisors
Ohio
$722K -$101K -255 -12%
NWS
2106
Newport Wealth Strategies
California
$722K +$40K +101 +6%
FPB
2107
First PREMIER Bank
South Dakota
$722K +$119K +300 +20%
LWMG
2108
Levy Wealth Management Group
Pennsylvania
$722K +$306K +772 +74%
EPM
2109
Elm Partners Management
Pennsylvania
$720K
SFG
2110
Sather Financial Group
Texas
$719K -$14.7K -37 -2%
SCA
2111
Stonebridge Capital Advisors
Minnesota
$719K -$1.19K -3 -0.2%
WAM
2112
Weatherly Asset Management
California
$718K
RCM
2113
Rain Capital Management
Oregon
$717K -$11.9K -30 -2%
AWM
2114
Altus Wealth Management
Kentucky
$715K +$5.55K +14 +0.8%
NL
2115
NKCFO LLC
Illinois
$713K
CYG
2116
Clean Yield Group
Vermont
$713K
CPSC
2117
Carl P. Sherr & Co
Massachusetts
$711K -$22.2K -56 -3%
TCM
2118
Telos Capital Management
California
$705K +$49.2K +124 +8%
SNB
2119
Security National Bank
Nebraska
$701K +$256K +646 +58%
FNBOSM
2120
First National Bank of South Miami
Florida
$698K -$71.4K -180 -9%
BFP
2121
Briaud Financial Planning
Texas
$696K
MCM
2122
Mattern Capital Management
Colorado
$694K +$694K +1,751 New
HWM
2123
HighMark Wealth Management
Minnesota
$693K +$2.38K +6 +0.3%
EWF
2124
Epstein & White Financial
California
$693K +$59.2K +150 +9%
AFA
2125
American Financial Advisors
Georgia
$691K +$74.1K +187 +12%