SPY icon

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 %
KFS
2201
Kelly Financial Services
Massachusetts
$553K +$93.5K +250 +20%
MAG
2202
MRA Advisory Group
New Jersey
$553K +$553K +1,480 New
FAM
2203
Fenimore Asset Management
New York
$552K
ZAM
2204
Zevin Asset Management
Massachusetts
$549K +$50.5K +135 +10%
TC
2205
Trust Company
Kansas
$548K -$1.12K -3 -0.2%
WFM
2206
Wolff Financial Management
Michigan
$544K
TF
2207
TimeScale Financial
Massachusetts
$543K +$2.24K +6 +0.4%
CTA
2208
Colonial Trust Advisors
South Carolina
$542K -$8.97K -24 -2%
CC
2209
Cornerstone Capital
California
$542K
GA
2210
Greytown Advisors
Florida
$542K +$102K +272 +23%
PA
2211
PSI Advisors
Florida
$540K -$37K -99 -6%
DP
2212
DDD Partners
Washington
$540K -$6.36K -17 -1%
WTB
2213
Washington Trust Bank
Washington
$539K +$47.8K +128 +10%
PMG
2214
Private Management Group
California
$539K +$313K +837 +138%
PWM
2215
PRW Wealth Management
Massachusetts
$538K -$67.3K -180 -11%
LWM
2216
Liberty Wealth Management
California
$538K -$21.1K -56 -4%
PRWA
2217
Platte River Wealth Advisors
Colorado
$538K
BCM
2218
Buckhead Capital Management
Georgia
$535K +$15.7K +42 +3%
APSP
2219
Asset Planning Services (Pennsylvania)
Pennsylvania
$529K -$2.08M -5,566 -80%
NC
2220
NovaPoint Capital
Georgia
$529K -$103K -276 -16%
TFF
2221
The Family Firm
Maryland
$529K +$1.13K +3 +0.2%
DHFB
2222
Dixon Hubard Feinour & Brown
Virginia
$528K
FIM
2223
Fernwood Investment Management
Massachusetts
$528K +$374 +1 +0.1%
JAM
2224
JCIC Asset Management
Ontario, Canada
$527K +$7.48K +20 +1%
HFA
2225
HC Financial Advisors
California
$526K