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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 %
PCA
2276
Providence Capital Advisors
North Carolina
$569K -$280K -653 -33%
SW
2277
SkyOak Wealth
Michigan
$569K -$107K -250 -16%
LFA
2278
Legacy Financial Advisors
Kentucky
$569K
PWM
2279
PRW Wealth Management
Massachusetts
$568K -$5.84M -13,592 -91%
HFA
2280
HC Financial Advisors
California
$567K -$36.5K -85 -6%
MPW
2281
Monterey Private Wealth
California
$566K +$9.96K +23 +2%
CASB
2282
Cape Ann Savings Bank
Massachusetts
$565K
KCM
2283
Karp Capital Management
California
$564K -$4.72K -11 -0.8%
DIS
2284
Diversified Investment Strategies
Louisiana
$562K -$102K -237 -15%
TCM
2285
Telos Capital Management
California
$561K -$91.5K -213 -14%
HCA
2286
Hyperion Capital Advisors
New York
$560K
KIM
2287
Karpus Investment Management
New York
$558K
HCM
2288
Hall Capital Management
Rhode Island
$558K
TC
2289
Trust Company
Kansas
$557K
WWM
2290
Wiser Wealth Management
Georgia
$552K
GGS
2291
Galvin Gaustad & Stein
Arizona
$551K -$30.1K -70 -5%
OCM
2292
Orleans Capital Management
Louisiana
$551K
APSP
2293
Asset Planning Services (Pennsylvania)
Pennsylvania
$544K -$11.6K -27 -2%
PMG
2294
Private Management Group
California
$543K -$49.4K -115 -8%
IIM
2295
Ipswich Investment Management
Massachusetts
$542K
EF
2296
Exeter Financial
Arizona
$540K
Betterment LLC
2297
Betterment LLC
New York
$540K +$9.44K +22 +2%
FCA
2298
FinTrust Capital Advisors
South Carolina
$539K
AFIA
2299
America First Investment Advisors
Nebraska
$537K -$14.6K -34 -3%
CCMG
2300
Clark Capital Management Group
Pennsylvania
$535K