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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 %
BWA
526
Burt Wealth Advisors
Maryland
$21.4M -$488K -1,515 -2%
ODG
527
O'Dell Group
Ohio
$21.4M -$304K -944 -1%
JIC
528
Joel Isaacson & Co
New York
$21.3M +$472K +1,466 +2%
ONB
529
Old National Bancorp
Indiana
$21.3M -$2.94M -9,131 -12%
PCG
530
Private Capital Group
Connecticut
$21.3M +$302K +934 +1%
S
531
Seeyond
France
$21.1M -$27.1M -84,000 -56%
KP
532
Keel Point
Alabama
$21.1M +$9.41M +29,229 +81%
IWA
533
Intercontinental Wealth Advisors
Texas
$21M -$6.31M -18,962 -23%
RG
534
Rathbones Group
United Kingdom
$20.9M +$169K +524 +0.8%
ClearBridge Investments
535
ClearBridge Investments
New York
$20.8M +$20M +61,432 +2,294%
TIM
536
Total Investment Management
Arizona
$20.8M +$2.58K +8 +0%
GSWM
537
Golden State Wealth Management
California
$20.8M +$11.2M +34,933 +118%
JCI
538
Jet Capital Investors
New York
$20.8M +$20.8M +64,468 New
A
539
AdvicePeriod
California
$20.7M +$354K +1,100 +2%
CL
540
Choreo LLC
Illinois
$20.7M +$297K +918 +1%
DBIA
541
Dumont & Blake Investment Advisors
New Jersey
$20.7M -$738K -2,293 -3%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$20.7M -$365K -1,135 -2%
JGIA
543
Jackson Grant Investment Advisers
Connecticut
$20.5M -$413K -1,284 -2%
AG
544
AlphaSimPlex Group
Massachusetts
$20.4M -$5.03M -15,620 -20%
AC
545
Abbrea Capital
California
$20.3M +$230K +710 +1%
PWM
546
Perigon Wealth Management
California
$20.1M +$374K +1,155 +2%
CFA
547
Carroll Financial Associates
North Carolina
$20M +$349K +1,084 +2%
HIIFS
548
Harel Insurance Investments & Financial Services
Israel
$19.9M +$7.62M +23,696 +62%
BCV
549
Banque Cantonale Vaudoise
Switzerland
$19.9M +$19.9M +61,923 New
Natixis Advisors
550
Natixis Advisors
Massachusetts
$19.9M -$13.7M -42,645 -41%