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SPDR S&P 500 ETF Trust

2,430 hedge funds and large institutions have $204B invested in SPDR S&P 500 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 389 funds opening new positions, 890 increasing their positions, 901 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+278
Holders Change %
+12.92%
% of All Funds
47.99%
Holding in Top 10
744
Holding in Top 10 Change
+111
Holding in Top 10 Change %
+17.54%
% of All Funds
14.69%
New
389
Increased
890
Reduced
901
Closed
75
Calls
$125B
Puts
$238B
Net Calls
-$114B
Net Calls Change
-$5.27B
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
376
Evolution Wealth Advisors
Florida
$37.9M +$37.9M +117,669 New
ZCA
377
Zeke Capital Advisors
Pennsylvania
$37.6M -$251K -780 -0.7%
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$37.2M -$1.2M -3,728 -3%
FNT
379
First National Trust
Pennsylvania
$37.2M +$2.15M +6,689 +6%
GWM
380
Geneos Wealth Management
Colorado
$37.1M -$788K -2,441 -2%
AC
381
Addenda Capital
Quebec, Canada
$37M +$470K +1,455 +1%
ACM
382
Axel Capital Management
New York
$37M +$18.6M +57,900 +101%
BWM
383
BigSur Wealth Management
Florida
$37M -$1.29M -4,000 -3%
ACM
384
AUA Capital Management
Pennsylvania
$36.9M -$1.32M -4,109 -3%
Eagle Capital Management (New York)
385
Eagle Capital Management (New York)
New York
$36.6M +$36.6M +113,710 New
AWM
386
AE Wealth Management
Kansas
$36.5M +$15.8M +49,184 +77%
CAL
387
Capital Advisors Ltd
Ohio
$36.4M +$175K +545 +0.5%
TFS
388
TrustCore Financial Services
Tennessee
$36.2M +$4.07M +12,634 +13%
CAG
389
Csenge Advisory Group
Florida
$36.1M +$70.2K +218 +0.2%
GT
390
Glenview Trust
Kentucky
$35.9M -$1.11M -3,443 -3%
FC
391
Ferris Capital
Massachusetts
$35.7M -$593K -1,843 -2%
CCA
392
Conservest Capital Advisors
Pennsylvania
$35.6M +$2.84M +8,827 +9%
BCM
393
Bayesian Capital Management
New York
$35.5M +$35.5M +110,200 New
MBTD
394
Mechanics Bank - Trust Department
California
$35.2M -$1.88M -5,852 -5%
LFS
395
Lutz Financial Services
Nebraska
$35M -$622K -1,932 -2%
MHS
396
M Holdings Securities
Oregon
$35M +$4.4M +13,676 +14%
SB
397
Simmons Bank
Arkansas
$35M -$436K -1,356 -1%
GFPC
398
Global Financial Private Capital
Florida
$34.7M +$3.25M +10,036 +10%
ST
399
Sentinel Trust
Texas
$34.5M -$28.6K -89 -0.1%
IA
400
IFP Advisors
Florida
$34.3M -$4.27M -13,224 -11%