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SPDR S&P 500 ETF Trust

1,198 hedge funds and large institutions have $131B invested in SPDR S&P 500 ETF Trust in 2014 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 474 increasing their positions, 498 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
34.62%
Holding in Top 10
383
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.52%
% of All Funds
11.07%
New
98
Increased
474
Reduced
498
Closed
95
Calls
$36.5B
Puts
$74.1B
Net Calls
-$37.6B
Net Calls Change
-$14.5B
Name Holding Trade Value Shares
Change
Shares
Change %
PL
426
Plancorp LLC
Missouri
$9.76M +$9.76M +52,240 New
LS
427
Lattice Strategies
Pennsylvania
$9.74M +$1.05M +5,612 +12%
GW
428
GW & Wade
Massachusetts
$9.64M +$176K +941 +2%
NEPWA
429
New England Private Wealth Advisors
Massachusetts
$9.64M +$298K +1,596 +3%
NCCM
430
Nine Chapters Capital Management
New Jersey
$9.59M +$9.59M +51,300 New
EA
431
Elm Advisors
California
$9.58M -$273K -1,460 -3%
IAM
432
Impala Asset Management
Florida
$9.53M +$4.15M +22,169 +77%
SI
433
Stephens Inc
Arkansas
$9.52M -$821K -4,388 -8%
BB
434
Bell Bank
North Dakota
$9.5M -$12.9M -69,155 -58%
CTA
435
Chesley Taft & Associates
Illinois
$9.46M +$171K +914 +2%
TIM
436
Tortoise Investment Management
New York
$9.43M +$306K +1,636 +3%
CCT
437
Country Club Trust
Missouri
$9.32M +$19.4K +104 +0.2%
TTWM
438
TCV Trust & Wealth Management
Virginia
$9.32M +$251K +1,343 +3%
BPM
439
Bowling Portfolio Management
Ohio
$9.09M +$7.89M +42,209 +659%
NSIM
440
North Star Investment Management
Illinois
$9.05M -$74.4K -398 -0.8%
TM
441
TigerShark Management
New York
$9.01M +$711K +3,800 +9%
Axa
442
Axa
France
$8.98M +$15.3K +82 +0.2%
PWLP
443
Prio Wealth Limited Partnership
Massachusetts
$8.78M +$581K +3,108 +7%
HPC
444
HM Payson & Co
Maine
$8.73M -$13.3K -71 -0.2%
MCTIC
445
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$8.6M -$8.49M
Aristotle Capital Management
446
Aristotle Capital Management
California
$8.52M -$1.66M -8,854 -16%
CFA
447
Carroll Financial Associates
North Carolina
$8.45M +$352K +1,880 +4%
American Century Companies
448
American Century Companies
Missouri
$8.38M -$418K -2,235 -5%
BC
449
Brinker Capital
Pennsylvania
$8.34M +$267K +1,428 +3%
PP
450
Patten & Patten
Tennessee
$8.25M +$1.05M +5,599 +15%