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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 %
CA
2126
Continuum Advisory
Idaho
$818K +$360K +1,432 +79%
WFA
2127
Websterrogers Financial Advisors
South Carolina
$815K -$97.8K -228 -11%
GWCM
2128
Godshalk Welsh Capital Management
Pennsylvania
$815K
LWMG
2129
Levy Wealth Management Group
Pennsylvania
$815K +$32.2K +75 +4%
CIM
2130
Chapman Investment Management
California
$815K +$815K +1,900 New
SCA
2131
Stonebridge Capital Advisors
Minnesota
$812K -$757K -1,763 -48%
IAS
2132
IMA Advisory Services
Colorado
$812K
SNB
2133
Security National Bank
Nebraska
$811K
HWMA
2134
Heritage Wealth Management (Arizona)
Arizona
$807K -$30K -70 -4%
WCM
2135
Wallace Capital Management
Texas
$807K +$807K +1,881 New
PFC
2136
Phocas Financial Corp
California
$802K
AAM
2137
Autus Asset Management
Arizona
$800K
NWS
2138
Newport Wealth Strategies
California
$799K +$5.58K +13 +0.7%
TPM
2139
Triasima Portfolio Management
Quebec, Canada
$798K
NAS
2140
Nicolet Advisory Services
Wisconsin
$794K -$18.9K -44 -2%
CAM
2141
Cypress Asset Management
Texas
$790K -$858 -2 -0.1%
RCM
2142
Radnor Capital Management
Pennsylvania
$788K +$299K +696 +61%
GC
2143
GFG Capital
Florida
$784K -$1.25M -2,915 -61%
HCM
2144
Hutchinson Capital Management
California
$784K
LWP
2145
Legacy Wealth Planning
Nevada
$782K +$23.2K +54 +3%
SFG
2146
Sather Financial Group
Texas
$778K
EFL
2147
ERn Financial LLC
Wisconsin
$777K +$35.6K +83 +5%
CYG
2148
Clean Yield Group
Vermont
$772K
NL
2149
NKCFO LLC
Illinois
$772K
IP
2150
Isthmus Partners
Wisconsin
$767K -$151K -351 -16%