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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $175B invested in SPDR S&P 500 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,061 increasing their positions, 958 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
-32
Holders Change %
-1.32%
% of All Funds
52.97%
Holding in Top 10
757
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.75%
% of All Funds
16.72%
New
201
Increased
1,061
Reduced
958
Closed
196
Calls
$163B
Puts
$247B
Net Calls
-$83.6B
Net Calls Change
+$29.9B
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
526
Venturi Wealth Management
Texas
$17.6M -$16.9M -65,669 -49%
NSIM
527
North Star Investment Management
Illinois
$17.5M -$163K -634 -0.9%
BDWM
528
Brewin Dolphin Wealth Management
Ireland
$17.5M -$189K -733 -1%
CL
529
Choreo LLC
Illinois
$17.4M +$843K +3,255 +5%
AWM
530
Apollon Wealth Management
South Carolina
$17.4M +$16.2M +62,934 +1,347%
GFS
531
GYL Financial Synergies
Connecticut
$17.4M -$331K -1,284 -2%
EC
532
Eminence Capital
New York
$17.3M +$17.3M +66,956 New
PWM
533
Perigon Wealth Management
California
$17.2M -$116K -417 -0.7%
VOYA Investment Management
534
VOYA Investment Management
Georgia
$17.2M +$6.77M +26,252 +65%
EW
535
Evoke Wealth
California
$17.2M -$4.6M -17,759 -21%
CAC
536
Cowen and Company
New York
$17.1M -$65.1M -252,500 -79%
WRTC
537
Wind River Trust Company
Wyoming
$17.1M +$1.52M +5,889 +10%
EWA
538
Evolution Wealth Advisors
Florida
$17M -$13.3M -51,652 -44%
RIA
539
Realta Investment Advisors
Delaware
$17M +$1.25M +4,844 +8%
RCMC
540
RK Capital Management (Colorado)
Colorado
$16.9M +$16.9M +65,500 New
JIC
541
Joel Isaacson & Co
New York
$16.9M -$215K -834 -1%
CFA
542
Carroll Financial Associates
North Carolina
$16.8M +$832K +3,227 +5%
BWA
543
Burt Wealth Advisors
Maryland
$16.8M -$329K -1,277 -2%
WI
544
Wintrust Investments
Illinois
$16.8M +$8.01M +29,864 +91%
ACP
545
Aveo Capital Partners
Colorado
$16.8M -$7.84M -30,412 -32%
EAM
546
Erste Asset Management
Austria
$16.7M -$2.33M -9,035 -12%
ACM
547
Anfield Capital Management
California
$16.7M +$3.18M +12,339 +24%
CPIG
548
Chicago Partners Investment Group
Illinois
$16.6M +$545K +1,901 +3%
SCP
549
Syntal Capital Partners
Texas
$16.6M +$6.35M +24,631 +62%
K
550
Kemper
Illinois
$16.4M