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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 %
AssetMark Inc
2201
AssetMark Inc
California
$690K +$437K +1,019 +173%
PWM
2202
PBMares Wealth Management
Virginia
$688K -$1.72K -4 -0.2%
DAM
2203
Delta Asset Management
Tennessee
$686K
LCM
2204
Liberty Capital Management
Michigan
$685K -$40.3K -94 -6%
MPW
2205
MA Private Wealth
California
$684K -$1.29K -3 -0.2%
IAMOG
2206
Investors Asset Management of Georgia
Georgia
$684K +$7.73K +18 +1%
PPWM
2207
PFG Private Wealth Management
Florida
$683K +$4.29K +10 +0.6%
MSFP
2208
Mark Sheptoff Financial Planning
Connecticut
$678K
EWA
2209
Encompass Wealth Advisors
Oregon
$669K -$32.2K -75 -5%
AFC
2210
AFT Forsyth & Company
Florida
$667K -$3.43K -8 -0.5%
EPM
2211
Elm Partners Management
Pennsylvania
$667K
CFN
2212
Cordasco Financial Network
Florida
$666K
DAM
2213
Doheny Asset Management
California
$665K -$6.44K -15 -1%
EWP
2214
Engrave Wealth Partners
Texas
$664K -$274K -639 -29%
EGWAG
2215
Elwood & Goetz Wealth Advisory Group
Georgia
$664K +$143K +332 +27%
HWM
2216
HighMark Wealth Management
Minnesota
$663K -$21K -49 -3%
WOSD
2217
WFA of San Diego
California
$662K +$1.29K +3 +0.2%
FPIS
2218
Financial Planning & Information Services
Wisconsin
$657K +$4.72K +11 +0.7%
SRC
2219
Shufro Rose & Co
New York
$648K -$2.15K -5 -0.3%
SAA
2220
Southeast Asset Advisors
Georgia
$647K +$2.15K +5 +0.3%
FMN
2221
Financial Management Network
California
$645K +$31.3K +73 +5%
ITFISA
2222
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$644K -$558K -1,300 -46%
PFG
2223
PAX Financial Group
Texas
$643K
DOA
2224
D'Orazio & Associates
Virginia
$642K -$579K -1,349 -47%
SAM
2225
Synergy Asset Management
Washington
$642K -$193K -450 -23%