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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 %
FP
2451
Fiduciary Planning
Florida
$320K +$793 +2 +0.2%
TWM
2452
Tanglewood Wealth Management
Texas
$319K -$83.5K -211 -21%
BOS
2453
Bank of Stockton
California
$317K -$21.8K -55 -6%
CCM
2454
Check Capital Management
California
$317K
CRI
2455
Colonial River Investments
Virginia
$314K -$49.6K -125 -14%
SWM
2456
Shakespeare Wealth Management
Wisconsin
$314K +$15K +38 +5%
AHB
2457
Abner Herrman & Brock
New Jersey
$313K -$139K -351 -31%
VCM
2458
Vision Capital Management
Oregon
$313K
FCFC
2459
First Citizens Financial Corp
Iowa
$313K
PSB
2460
Piscataqua Savings Bank
New Hampshire
$313K +$313K +789 New
Principal Financial Group
2461
Principal Financial Group
Iowa
$313K +$313K +790 New
RWM
2462
Rezny Wealth Management
Florida
$311K -$30.5K -77 -9%
PFA
2463
Professional Financial Advisors
Nebraska
$310K -$155K -391 -33%
WCM
2464
Whitener Capital Management
North Carolina
$310K +$23.8K +60 +8%
BWM
2465
BCGM Wealth Management
Indiana
$309K +$309K +750 New
OWA
2466
Opal Wealth Advisors
New York
$308K +$15K +38 +5%
BHWM
2467
Bay Harbor Wealth Management
Maryland
$307K -$29.7K -75 -9%
SFMG
2468
Sage Financial Management Group
Virginia
$304K
VAS
2469
Vestmark Advisory Solutions
Massachusetts
$304K +$3.57K +9 +1%
CCC
2470
Crescent Capital Consulting
Louisiana
$304K +$79.7K +201 +36%
PK
2471
Pflug Koory
Nebraska
$303K +$15.9K +40 +6%
MWM
2472
MinichMacGregor Wealth Management
New York
$302K -$249K -627 -45%
RAM
2473
Roanoke Asset Management
New Jersey
$301K -$3.96K -10 -1%
AC
2474
Addison Capital
Pennsylvania
$301K
SC
2475
Schoolcraft Capital
Colorado
$301K