SPY icon

SPDR S&P 500 ETF Trust

1,438 hedge funds and large institutions have $173B invested in SPDR S&P 500 ETF Trust in 2014 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 606 increasing their positions, 424 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+194
Holders Change %
+15.59%
% of All Funds
38.38%
Holding in Top 10
452
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+18.64%
% of All Funds
12.06%
New
273
Increased
606
Reduced
424
Closed
64
Calls
$56.3B
Puts
$109B
Net Calls
-$53.1B
Net Calls Change
+$31.3B
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
326
Institute for Wealth Management
Colorado
$28.2M +$3.07M +14,948 +12%
WTC
327
WhitTier Trust Company
Nevada
$28M +$489K +2,377 +2%
FCBT
328
First Citizens Bank & Trust
North Carolina
$27.9M -$1.22M -5,930 -4%
BWM
329
Braver Wealth Management
Massachusetts
$27.8M -$8.73M -42,476 -24%
FAG
330
Financial Advisory Group
Texas
$27.7M +$2.18M +10,590 +9%
WSFS
331
Wilmington Savings Fund Society
Delaware
$27.7M +$4.68M +22,751 +20%
HPBT
332
High Point Bank & Trust
North Carolina
$27.5M +$8.49M +41,304 +45%
OPCM
333
Osborne Partners Capital Management
California
$27.5M +$63.3K +308 +0.2%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$27.4M +$1.24M +6,022 +5%
SAMT
335
Select Asset Management & Trust
Pennsylvania
$27.3M -$1.91M -9,310 -7%
BBPWM
336
Blue Bell Private Wealth Management
Pennsylvania
$27.2M +$2.11M +10,247 +8%
Mariner
337
Mariner
Kansas
$27.1M +$5.43M +26,424 +25%
HBWM
338
Hollow Brook Wealth Management
New York
$27M +$27M +131,583 New
PHAM
339
Palisades Hudson Asset Management
Florida
$27M -$1.53M -7,425 -5%
WA
340
Whitebox Advisors
Minnesota
$26.8M -$14.5M -70,562 -35%
MFS
341
MSI Financial Services
Massachusetts
$26.7M +$11.9M +57,834 +80%
DDC
342
Daniel Devine & Co
Florida
$26.4M +$26.4M +128,271 New
PI
343
PineBridge Investments
New York
$25.8M +$10.7M +52,237 +71%
PA
344
Pinnacle Associates
New York
$25.6M +$933K +4,539 +4%
TCIM
345
TIAA CREF Investment Management
New York
$25.6M -$110M -535,942 -81%
MA
346
Montag & Associates
Georgia
$25.4M +$328K +1,595 +1%
VIA
347
Virtus Investment Advisers
Connecticut
$25.4M
PL
348
Perpetual Ltd
Australia
$25.3M +$22.2M +108,000 +720%
WCM
349
Weatherstone Capital Management
Colorado
$24.9M +$4.62M +22,496 +23%
WMA
350
White Mountains Advisors
Connecticut
$24.6M +$24.6M +119,565 New