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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 %
OAM
451
Oppenheimer Asset Management
New York
$27.8M +$2.54M +7,899 +10%
SS
452
Simplicity Solutions
Minnesota
$27.8M +$17.5M +54,563 +171%
FF
453
Fluent Financial
Texas
$27.7M -$133M -413,141 -83%
EWM
454
Evermay Wealth Management
Virginia
$27.7M -$290K -902 -1%
SCIM
455
Spring Creek Investment Management
Pennsylvania
$27.7M
APW
456
Aurora Private Wealth
New Jersey
$27.7M +$27.7M +85,567 New
NC
457
NewSquare Capital
Pennsylvania
$27.7M +$341K +1,060 +1%
FIB
458
First Interstate Bank
Montana
$27.6M -$964K -2,995 -3%
CAS
459
Cascadia Advisory Services
Oregon
$27.5M +$27.5M +85,586 New
CAG
460
Curtis Advisory Group
California
$27.5M +$27.5M +85,473 New
SW
461
SlateStone Wealth
Florida
$27.5M +$245K +762 +0.9%
JGC
462
J. Goldman & Co
New York
$27.4M +$3.33M +10,358 +14%
SFS
463
Shaker Financial Services
Virginia
$27.4M +$23.8M +74,007 +663%
EW
464
Evoke Wealth
California
$27.1M +$1.48M +4,574 +6%
CCM
465
Condor Capital Management
New Jersey
$26.9M -$609K -1,891 -2%
CIA
466
Choate Investment Advisors
Massachusetts
$26.9M -$14.8K -46 -0.1%
SAS
467
Stelac Advisory Services
New York
$26.9M -$1.47M -4,592 -5%
CCM
468
Coldstream Capital Management
Washington
$26.9M -$1.64M -5,098 -6%
WCM
469
Washburn Capital Management
Florida
$26.8M +$26.8M +83,244 New
BRC
470
Bishop Rock Capital
New York
$26.6M -$1.43M -4,452 -5%
NP
471
Ninepoint Partners
Ontario, Canada
$26.6M +$25.8M +80,200 +3,333%
MIFH
472
Migdal Insurance & Financial Holdings
Israel
$26.5M -$2.3M -7,146 -8%
CWP
473
Capital Wealth Planning
Florida
$26.4M -$2.29M -7,108 -8%
FFBTD
474
First Financial Bank - Trust Division
Ohio
$26.4M -$250K -778 -0.9%
HFA
475
High Falls Advisors
New York
$26.3M +$894K +2,776 +4%