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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 %
IFA
2326
Interactive Financial Advisors
Illinois
$483K -$132K -309 -21%
JA
2327
JVL Associates
Michigan
$483K -$32.1K -75 -6%
FNFDCM
2328
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$483K
CPA
2329
Court Place Advisors
Maryland
$483K
BWG
2330
Beta Wealth Group
California
$483K +$856 +2 +0.2%
FPFS
2331
First Personal Financial Services
North Carolina
$482K
LAIC
2332
Lederer & Associates Investment Counsel
California
$479K
BAM
2333
Bellevue Asset Management
Washington
$478K -$48.8K -114 -9%
AWM
2334
Accurate Wealth Management
Florida
$478K +$478K +1,116 New
AWM
2335
AAF Wealth Management
Massachusetts
$477K +$856 +2 +0.2%
MCP
2336
Mirador Capital Partners
California
$476K
KBFS
2337
Kohmann Bosshard Financial Services
Ohio
$476K
BFA
2338
Bluestem Financial Advisors
Illinois
$476K
MAG
2339
MRA Advisory Group
New Jersey
$475K -$31.7K -74 -6%
CNFG
2340
Creegan & Nassoura Financial Group
New Hampshire
$471K
HHGA
2341
Halbert Hargrove Global Advisors
California
$470K -$5.14K -12 -1%
MCM
2342
Monarch Capital Management
Indiana
$470K
SFA
2343
Souders Financial Advisors
Ohio
$470K +$2.57K +6 +0.5%
WAM
2344
WealthTrust Asset Management
Florida
$470K +$470K +1,098 New
CMBA
2345
C.M. Bidwell & Associates
Hawaii
$468K
KWA
2346
KCS Wealth Advisory
California
$467K +$7.71K +18 +2%
PWA
2347
Physician Wealth Advisors
Utah
$466K
MCA
2348
Magnolia Capital Advisors
Mississippi
$465K -$11.1K -26 -2%
ERIM
2349
Eagle Ridge Investment Management
Connecticut
$464K -$33.4K -78 -7%
OCG
2350
Opus Capital Group
Ohio
$464K +$109K +254 +31%