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 %
NFG
376
Nadler Financial Group
Illinois
$20.7M -$469K -2,281 -2%
BWP
377
BSW Wealth Partners
Colorado
$20.6M -$515K -2,505 -2%
NAM
378
North American Management
Massachusetts
$20.5M -$330K -1,605 -2%
EC
379
Estate Counselors
Wisconsin
$20.3M +$511K +2,485 +3%
LNC
380
Lincoln National Corp
Pennsylvania
$20.3M -$1.52M -7,382 -7%
SYBT
381
Stock Yards Bank & Trust
Kentucky
$20.1M +$2.59M +12,598 +15%
PRA
382
Parametric Risk Advisors
Connecticut
$20.1M -$9.15M -44,500 -31%
RI
383
Relational Investors
California
$20M +$12.9M +62,700 +182%
PA
384
Planning Alternatives
Michigan
$19.9M -$441K -2,147 -2%
CIA
385
Choate Investment Advisors
Massachusetts
$19.9M -$105K -512 -0.5%
KWMG
386
King Wealth Management Group
Florida
$19.7M +$774K +3,765 +4%
WT
387
Washington Trust
Rhode Island
$19.5M +$5.43M +26,409 +39%
BOTW
388
Bank of the West
California
$19.4M +$2.02M +9,822 +12%
AIA
389
Alerus Investment Advisors
Minnesota
$19.3M -$12M -58,495 -38%
PP
390
Paloma Partners
Connecticut
$19.2M +$19.2M +93,250 New
CP
391
Corbenic Partners
Pennsylvania
$19.1M +$593K +2,887 +3%
Mirae Asset Global Investments
392
Mirae Asset Global Investments
South Korea
$18.8M -$12.4M -60,490 -40%
BFO
393
Boston Family Office
Massachusetts
$18.6M -$1.37M -6,665 -7%
EML
394
Eos Management LP
New York
$18.5M
JWM
395
Jacobus Wealth Management
Wisconsin
$18.4M +$4.23M +20,600 +30%
MLL
396
Moody Lynn & Lieberson
Massachusetts
$18.3M +$12.9M +62,897 +242%
FMBTD
397
First Midwest Bank Trust Division
Illinois
$18.1M +$2.67M +12,983 +17%
HCMNY
398
Howard Capital Management (New York)
New York
$17.9M -$196K -952 -1%
WRTC
399
Wind River Trust Company
Wyoming
$17.9M
BlackRock
400
BlackRock
New York
$17.8M +$11.1M +54,146 +166%