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SPDR S&P 500 ETF Trust

2,708 hedge funds and large institutions have $225B invested in SPDR S&P 500 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 985 increasing their positions, 1,267 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,708
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
47.68%
Holding in Top 10
738
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-7.17%
% of All Funds
13%
New
159
Increased
985
Reduced
1,267
Closed
124
Calls
$151B
Puts
$291B
Net Calls
-$141B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
JWS
2226
Juncture Wealth Strategies
Arizona
$544K -$627K -1,586 -54%
NC
2227
NovaPoint Capital
Georgia
$541K -$20.2K -51 -4%
SFG
2228
SevenBridge Financial Group
Pennsylvania
$541K
AWA
2229
ARQ Wealth Advisors
Arizona
$541K +$246K +621 +83%
EFG
2230
Everhart Financial Group
Ohio
$540K +$3.96K +10 +0.7%
MFT
2231
Moisand Fitzgerald Tamayo
Florida
$539K -$2.38K -6 -0.4%
KCM
2232
Kathmere Capital Management
Pennsylvania
$538K -$153K -387 -22%
LWM
2233
Liberty Wealth Management
California
$538K
FWM
2234
ForthRight Wealth Management
Georgia
$537K
PA
2235
PSI Advisors
Florida
$536K -$36.8K -93 -6%
MPW
2236
Monterey Private Wealth
California
$535K -$222K -532 -29%
APW
2237
Austin Private Wealth
Texas
$535K +$793 +2 +0.1%
LI
2238
Lafayette Investments
Maryland
$534K
BHWM
2239
Bar Harbor Wealth Management
New Hampshire
$534K +$7.93K +20 +2%
BWL
2240
Beacon Wealthcare LLC
North Carolina
$534K +$534K +1,348 New
NCM
2241
Next Capital Management
New York
$532K
BBA
2242
Braun-Bostich & Associates
Pennsylvania
$529K -$577K -1,455 -52%
KOC
2243
Koss-Olinger Consulting
Florida
$528K +$528K +1,331 New
MAM
2244
Morse Asset Management
Connecticut
$524K -$5.95K -15 -1%
TPA
2245
Trivium Point Advisory
Connecticut
$524K +$1.19K +3 +0.2%
CASB
2246
Cape Ann Savings Bank
Massachusetts
$522K
PMG
2247
Private Management Group
California
$521K -$50.8K -128 -9%
VCM
2248
Vigilant Capital Management
Maine
$519K +$519K +1,310 New
APSI
2249
Asset Planning Services Inc
Louisiana
$518K -$119K -300 -19%
LFG
2250
Larson Financial Group
Missouri
$518K +$27K +68 +5%