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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 %
WAM
551
Wolverine Asset Management
Illinois
$4.54M -$94.3M -504,097 -95%
RC
552
Riversville Capital
Connecticut
$4.53M -$1.08M -5,772 -19%
RMDI
553
R.M. Davis Inc
Maine
$4.52M +$795K +4,249 +21%
SWM
554
SVA Wealth Management
Wisconsin
$4.5M +$56.9K +304 +1%
RC
555
RegentAtlantic Capital
New Jersey
$4.5M -$833K -4,456 -16%
LIM
556
Leavell Investment Management
Alabama
$4.5M +$326K +1,745 +8%
WA
557
Waverly Advisors
Alabama
$4.47M -$4.7M -25,126 -51%
VNB
558
Valley National Bancorp
New York
$4.45M -$276K -1,477 -6%
GH
559
GAM Holding
Switzerland
$4.43M -$130M -697,331 -97%
FAM
560
Forty4 Asset Management
Illinois
$4.35M -$21.7M -116,070 -83%
FIG
561
Fusion Investment Group
Pennsylvania
$4.32M -$320K -1,712 -7%
FFSOTS
562
Fiduciary Financial Services of The Southwest
Texas
$4.3M -$59.5K -318 -1%
SIC
563
Sigma Investment Counselors
Michigan
$4.3M -$36.5K -195 -0.8%
WC
564
Whitnell & Co
Illinois
$4.29M -$596K -3,188 -12%
AAM
565
American Asset Management
Florida
$4.28M -$82.6M -441,849 -95%
VFAM
566
Valley Forge Asset Management
Pennsylvania
$4.28M -$6.24M -33,380 -59%
SIPS
567
Shelter Insurance Profit Sharing
Missouri
$4.25M -$598K -3,200 -12%
BII
568
Baring International Investment
United Kingdom
$4.22M +$382K +2,044 +10%
BFS
569
Bradley Foster & Sargent
Connecticut
$4.21M +$30.7K +164 +0.7%
STMM
570
South Texas Money Management
Texas
$4.21M +$248K +1,328 +6%
BCM
571
Basso Capital Management
Connecticut
$4.21M +$2.34M +12,500 +125%
First Eagle Investment Management
572
First Eagle Investment Management
New York
$4.21M +$4.21M +22,500 New
HTC
573
Haverford Trust Company
Pennsylvania
$4.19M -$918K -4,912 -18%
GIM
574
Guild Investment Management
California
$4.18M -$42.6M -227,910 -91%
AIM
575
Aspen Investment Management
Michigan
$4.15M -$146K -782 -3%