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SPDR S&P 500 ETF Trust

2,707 hedge funds and large institutions have $209B invested in SPDR S&P 500 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 968 increasing their positions, 1,064 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+285
Holders Change %
+11.77%
% of All Funds
48.03%
Holding in Top 10
795
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+10.72%
% of All Funds
14.11%
New
401
Increased
968
Reduced
1,064
Closed
82
Calls
$134B
Puts
$273B
Net Calls
-$139B
Net Calls Change
-$32.6B
Name Holding Trade Value Shares
Change
Shares
Change %
KIG
2176
Kowal Investment Group
Wisconsin
$583K +$583K +1,538 New
AFA
2177
American Financial Advisors
Georgia
$582K +$306K +818 +111%
CFN
2178
Cordasco Financial Network
Florida
$580K -$63.5K -170 -10%
TA
2179
TFG Advisers
Michigan
$579K +$2.24K +6 +0.4%
NWS
2180
Newport Wealth Strategies
California
$576K
LI
2181
LVZ Inc
Michigan
$575K -$283K -757 -33%
RPGK
2182
Retirement Planning Group (Kansas)
Kansas
$574K +$12.7K +34 +2%
LWP
2183
Legacy Wealth Planning
Nevada
$571K +$131K +350 +30%
WA
2184
WESPAC Advisors
California
$570K +$150K +401 +36%
FPB
2185
First PREMIER Bank
South Dakota
$569K +$281K +750 +97%
ICP
2186
Interchange Capital Partners
Pennsylvania
$569K +$569K +1,522 New
MWM
2187
Mascoma Wealth Management
New Hampshire
$568K +$568K +1,520 New
PWA
2188
Physician Wealth Advisors
Utah
$567K +$69.2K +177 +14%
IDA
2189
Intelligence Driven Advisers
California
$567K +$95.7K +256 +20%
HG
2190
Harbor Group
New Hampshire
$567K +$567K +1,493 New
DAM
2191
Delta Asset Management
Tennessee
$566K
FA
2192
FMA Advisory
Pennsylvania
$563K -$50.9K -136 -8%
FMN
2193
Financial Management Network
California
$563K +$563K +1,468 New
QC
2194
QCM Cayman
Texas
$562K -$246K -657 -30%
SRC
2195
Shufro Rose & Co
New York
$562K +$18.7K +50 +3%
CA
2196
Capital Advantage
California
$562K +$34.2K +92 +6%
CAM
2197
Concorde Asset Management
Michigan
$561K +$15.3K +41 +3%
IIM
2198
Ipswich Investment Management
Massachusetts
$561K +$561K +1,500 New
PFG
2199
PAX Financial Group
Texas
$560K
AFC
2200
AFT Forsyth & Company
Florida
$559K +$6.36K +17 +1%