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SPDR S&P 500 ETF Trust

2,195 hedge funds and large institutions have $166B invested in SPDR S&P 500 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 933 increasing their positions, 664 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,195
Holders Change
+278
Holders Change %
+14.5%
% of All Funds
48.98%
Holding in Top 10
691
Holding in Top 10 Change
+109
Holding in Top 10 Change %
+18.73%
% of All Funds
15.42%
New
399
Increased
933
Reduced
664
Closed
99
Calls
$117B
Puts
$166B
Net Calls
-$48.8B
Net Calls Change
+$8.49B
Name Holding Trade Value Shares
Change
Shares
Change %
RG
526
Rathbones Group
United Kingdom
$17.2M +$360K +1,440 +2%
PL
527
Polianta Ltd
Jersey
$17.2M +$11.4M +45,800 +200%
NAM
528
NTV Asset Management
West Virginia
$17.2M +$1.71M +6,845 +11%
PL
529
Plancorp LLC
Missouri
$17.1M +$250 +1 +0%
DBIA
530
Dumont & Blake Investment Advisors
New Jersey
$17.1M +$2.01M +8,051 +13%
SS
531
Simplicity Solutions
Minnesota
$17.1M +$15.7M +155,876 +1,134%
BDWM
532
Brewin Dolphin Wealth Management
Ireland
$17.1M +$382K +1,527 +2%
HCM
533
HMS Capital Management
Tennessee
$17.1M +$6.37M +25,479 +60%
KPW
534
Kore Private Wealth
New York
$17M +$17M +67,584 New
HWA
535
Hillcrest Wealth Advisors
New Jersey
$17M +$17M +67,945 New
JGIA
536
Jackson Grant Investment Advisers
Connecticut
$16.7M +$300K +1,200 +2%
FFA
537
First Foundation Advisors
California
$16.6M +$10.8M +43,330 +188%
CBT
538
Central Bank & Trust
Kentucky
$16.5M -$105K -420 -0.6%
CL
539
Choreo LLC
Illinois
$16.3M -$827K -3,291 -5%
APA
540
American Portfolios Advisors
New York
$16.3M +$2.72M +10,902 +20%
MFS
541
Monetta Financial Services
Illinois
$16.2M
OFM
542
Okumus Fund Management
Cayman Islands
$16.2M +$16.2M +65,000 New
IR
543
Invictus RG
Bermuda
$16.2M -$22.2M -88,926 -58%
ODG
544
O'Dell Group
Ohio
$16.1M -$336K -1,346 -2%
LI
545
Longer Investments
Arkansas
$15.9M +$15.9M +63,780 New
TW
546
Transform Wealth
Colorado
$15.8M +$9.3M +37,207 +142%
BWP
547
BSW Wealth Partners
Colorado
$15.8M -$925K -3,700 -6%
WRTC
548
Wind River Trust Company
Wyoming
$15.7M -$316K -1,266 -2%
TTWM
549
TCV Trust & Wealth Management
Virginia
$15.4M +$134K +535 +0.9%
TFS
550
TrustCore Financial Services
Tennessee
$15.3M +$4.6M +18,390 +43%