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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 %
KCM
2251
Karp Capital Management
California
$568K +$21.4K +50 +4%
TPA
2252
Trivium Point Advisory
Connecticut
$563K -$3.86K -9 -0.7%
CASB
2253
Cape Ann Savings Bank
Massachusetts
$563K
STB
2254
S&T Bank
Pennsylvania
$562K -$27K -63 -5%
CWP
2255
Concord Wealth Partners
Virginia
$561K +$1.28K +3 +0.2%
APSI
2256
Asset Planning Services Inc
Louisiana
$559K
PA
2257
PSI Advisors
Florida
$558K -$20.5K -48 -4%
APC
2258
Asset Planning Corporation
Tennessee
$558K
HCA
2259
Hyperion Capital Advisors
New York
$558K
TC
2260
Trust Company
Kansas
$556K -$148K -346 -21%
KIM
2261
Karpus Investment Management
New York
$556K
HCM
2262
Hall Capital Management
Rhode Island
$556K +$556K +1,300 New
APSP
2263
Asset Planning Services (Pennsylvania)
Pennsylvania
$555K +$856 +2 +0.2%
LFG
2264
Larson Financial Group
Missouri
$553K -$6.85K -16 -1%
CSIA
2265
Charles Schwab Investment Advisory
California
$551K +$551K +1,287 New
AFIA
2266
America First Investment Advisors
Nebraska
$550K -$583K -1,363 -51%
WWM
2267
Wiser Wealth Management
Georgia
$550K
OCM
2268
Orleans Capital Management
Louisiana
$550K
MPW
2269
Monterey Private Wealth
California
$549K +$855 +2 +0.2%
TH
2270
TCTC Holdings
Texas
$549K +$4.28K +10 +0.8%
PCFFS
2271
Pacific Center for Financial Services
California
$548K
GI
2272
Glovista Investments
New Jersey
$547K -$4.76M -11,128 -90%
EF
2273
Exeter Financial
Arizona
$546K
TLP
2274
Trinity Legacy Partners
Texas
$544K +$71.4K +164 +15%
OC
2275
Oarsman Capital
Wisconsin
$542K -$128K -300 -19%