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SPDR S&P 500 ETF Trust

2,720 hedge funds and large institutions have $231B invested in SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,087 increasing their positions, 1,122 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,720
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
47.49%
Holding in Top 10
760
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.98%
% of All Funds
13.27%
New
146
Increased
1,087
Reduced
1,122
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
2201
Fenimore Asset Management
New York
$632K
BCM
2202
Buckhead Capital Management
Georgia
$631K +$18K +42 +3%
TA
2203
TFG Advisers
Michigan
$629K -$6.85K -16 -1%
ZAM
2204
Zevin Asset Management
Massachusetts
$629K
OHIS
2205
Oak Harvest Investment Services
Texas
$627K +$231K +539 +58%
RWG
2206
Ratio Wealth Group
Colorado
$623K +$143K +335 +30%
SHA
2207
Seneca House Advisors
Virginia
$623K -$27.8K -65 -4%
SC
2208
Scholtz & Company
Connecticut
$622K +$21.4K +50 +4%
FNWM
2209
Financial Network Wealth Management
Utah
$622K +$76.3K +178 +14%
FMN
2210
Financial Management Network
California
$621K -$10.4K -24 -2%
CTA
2211
Colonial Trust Advisors
South Carolina
$621K
CBFP
2212
Cedar Brook Financial Partners
Ohio
$619K -$370K -865 -37%
JAM
2213
JCIC Asset Management
Ontario, Canada
$618K
JWS
2214
Juncture Wealth Strategies
Arizona
$616K +$6.64K +15 +1%
SL
2215
SWMG LLC
Texas
$612K +$101K +237 +20%
MAM
2216
Marotta Asset Management
Virginia
$611K +$611K +1,419 New
TIA
2217
Traphagen Investment Advisors
New Jersey
$609K
NOI
2218
Newton One Investments
Delaware
$607K +$425K +994 +234%
WFA
2219
Wade Financial Advisory
California
$606K +$198K +463 +49%
TFF
2220
The Family Firm
Maryland
$605K +$856 +2 +0.1%
SIA
2221
Stegner Investment Associates
Kentucky
$604K +$165K +386 +38%
HFA
2222
HC Financial Advisors
California
$602K
PCM
2223
Penserra Capital Management
California
$600K -$1.15M -2,684 -66%
PRWA
2224
Platte River Wealth Advisors
Colorado
$600K
ARMC
2225
American Research & Management Company
Massachusetts
$598K -$108K -252 -15%