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SPDR S&P 500 ETF Trust

1,210 hedge funds and large institutions have $138B invested in SPDR S&P 500 ETF Trust in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 473 increasing their positions, 507 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+12
Holders Change %
+1%
% of All Funds
34.8%
Holding in Top 10
365
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.7%
% of All Funds
10.5%
New
83
Increased
473
Reduced
507
Closed
67
Calls
$46.4B
Puts
$108B
Net Calls
-$61.6B
Net Calls Change
-$24B
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
626
Evanson Asset Management
California
$3.49M -$198K -1,070 -5%
KFS
627
KMS Financial Services
Washington
$3.46M -$442K -2,256 -11%
PMFA
628
Plante Moran Financial Advisors
Michigan
$3.46M -$134K -687 -4%
SSWM
629
Sheets Smith Wealth Management
North Carolina
$3.44M +$8.61K +44 +0.3%
CAL
630
Capital Analysts LLC
Pennsylvania
$3.32M +$32.9K +168 +1%
CSIC
631
Clifford Swan Investment Counsel
California
$3.31M -$859K -4,390 -21%
MFW
632
Meristem Family Wealth
Minnesota
$3.31M +$528K +2,700 +19%
EVM
633
Evelyn V. Moreno
$3.3M +$2.94K +15 +0.1%
FBA
634
Front Barnett Associates
Illinois
$3.29M +$168K +858 +5%
VCAM
635
Van Cleef Asset Management
Ohio
$3.26M -$85.9K -439 -3%
BHBT
636
Burke & Herbert Bank & Trust
Virginia
$3.23M +$185K +945 +6%
BAM
637
Barrett Asset Management
New York
$3.22M -$391K -2,000 -11%
TAM
638
Tocqueville Asset Management
New York
$3.22M +$3.22M +16,436 New
CBU
639
CIBC Bank USA
Illinois
$3.2M -$195K -994 -6%
HRIA
640
Haberer Registered Investment Advisor
Ohio
$3.18M -$17.6K -90 -0.6%
MPM
641
Meritage Portfolio Management
Kansas
$3.15M -$861K -4,400 -21%
BUB
642
BBVA USA Bancshares
Texas
$3.14M -$125K -641 -4%
VIA
643
Vantage Investment Advisors
Pennsylvania
$3.13M +$47.6K +243 +2%
FCT
644
Family Capital Trust
Massachusetts
$3.09M -$100K -512 -3%
VFAM
645
Valley Forge Asset Management
Pennsylvania
$3.05M -$1.42M -7,268 -32%
TFA
646
Transamerica Financial Advisors
Florida
$3.04M -$2.06M -10,519 -40%
WCMN
647
Westchester Capital Management (Nebraska)
Nebraska
$3.03M +$579K +2,960 +24%
LJHT
648
Laurie J. Hall Trustee
$3.03M +$45K +230 +2%
WA
649
WealthTrust-Arizona
Arizona
$2.99M -$161K -822 -5%
HS
650
HighVista Strategies
Massachusetts
$2.97M