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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $180B invested in SPDR S&P 500 ETF Trust in 2020 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 834 increasing their positions, 1,146 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
Holders Change %
0%
% of All Funds
49.29%
Holding in Top 10
720
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-4.89%
% of All Funds
14.8%
New
177
Increased
834
Reduced
1,146
Closed
155
Calls
$142B
Puts
$245B
Net Calls
-$103B
Net Calls Change
-$19.6B
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
301
Lowe Wealth Advisors
Maryland
$45.7M -$602K -1,952 -1%
MA
302
MUFG Americas
New York
$45.5M -$1.77M -5,756 -4%
BC
303
Brinker Capital
Pennsylvania
$45.4M -$1.06M -3,452 -2%
GEM
304
Global Endowment Management
North Carolina
$45.3M
EWM
305
Evercore Wealth Management
New York
$45.2M +$2.13M +6,892 +5%
RC
306
RBF Capital
California
$45.1M
HCMNY
307
Howard Capital Management (New York)
New York
$44.8M +$2.62M +8,511 +6%
HTC
308
Haverford Trust Company
Pennsylvania
$44.6M +$9.11M +29,552 +26%
BB
309
Bell Bank
North Dakota
$44.1M -$84.8K -275 -0.2%
FEM
310
Fulcrum Equity Management
Texas
$43.6M +$42.3M +137,225 +3,336%
1SB
311
1ST Source Bank
Indiana
$43.3M +$1.75M +5,680 +4%
MIM
312
MetLife Investment Management
New Jersey
$43.2M -$177M -487,575 -80%
BMM
313
Berkshire Money Management
Massachusetts
$43.2M -$3.04M -9,856 -7%
EDRH
314
Edmond de Rothschild Holding
Switzerland
$43.1M -$8.74M -28,343 -17%
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$42.8M +$285K +925 +0.7%
SQA
316
Simon Quick Advisors
New Jersey
$42.5M -$4.2M -13,621 -9%
HPC
317
HM Payson & Co
Maine
$42.4M +$3.62M +11,730 +9%
RIS
318
Retirement Income Solutions
Michigan
$42.1M -$4.49M -14,558 -10%
SPIA
319
Steward Partners Investment Advisory
New York
$41.7M +$8.08M +26,211 +24%
HCM
320
HMS Capital Management
Tennessee
$41.5M +$27.8M +90,191 +202%
KA
321
Klingman & Associates
New York
$41.4M -$109K -355 -0.3%
JIC
322
Johnson Investment Counsel
Ohio
$41.2M -$1.88M -6,069 -4%
SSB
323
Sandy Spring Bank
Maryland
$41M -$729K -2,363 -2%
CFG
324
Citizens Financial Group
Rhode Island
$40.5M -$1.28M -4,141 -3%
G
325
Gainplan
Michigan
$40.1M -$11.6M -37,739 -22%