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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 %
HWA
2351
Heartwood Wealth Advisors
Virginia
$427K
SPA
2352
Sentinel Pension Advisors
Massachusetts
$426K -$30.1K -76 -7%
KWA
2353
KCS Wealth Advisory
California
$425K
HSWM
2354
Hubbell Strickland Wealth Management
Louisiana
$423K -$31.7K -80 -7%
3LCM
2355
3D/L Capital Management
Connecticut
$423K +$423K +1,068 New
WC
2356
Whitney & Co
New York
$422K -$5.94K -15 -1%
WCWM
2357
Willow Creek Wealth Management
California
$422K
BA
2358
Baugh & Associates
Georgia
$422K +$163K +410 +63%
HFP
2359
Holistic Financial Partners
Indiana
$421K
CM
2360
Columbus Macro
Pennsylvania
$420K
QC
2361
QCM Cayman
Texas
$419K -$178K -448 -30%
CWM
2362
Cranbrook Wealth Management
Michigan
$419K -$7.53K -19 -2%
WWP
2363
Waypoint Wealth Partners
California
$419K
B
2364
Brightworth
Georgia
$418K -$119K -300 -22%
CCM
2365
Compass Capital Management
Minnesota
$418K -$32.5K -82 -7%
CFA
2366
Cahill Financial Advisors
Minnesota
$417K +$1.19K +3 +0.3%
GG
2367
Gleason Group
Kentucky
$413K -$3.17K -8 -0.8%
FFG
2368
Ford Financial Group
California
$412K +$793 +2 +0.2%
ACM
2369
AlphaStar Capital Management
North Carolina
$410K -$119K -300 -23%
BC
2370
Brio Consultants
California
$410K +$792 +2 +0.2%
EPP
2371
ETF Portfolio Partners
Kansas
$409K +$53.6K +135 +15%
BL
2372
BCWM LLC
Kansas
$408K
SAM
2373
Steinberg Asset Management
New York
$407K
SIA
2374
Stegner Investment Associates
Kentucky
$407K +$49.6K +125 +14%
WAS
2375
Wealth Advisory Solutions
Indiana
$406K -$7.17K -1,156 -2%