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SPDR S&P 500 ETF Trust

1,244 hedge funds and large institutions have $150B invested in SPDR S&P 500 ETF Trust in 2014 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 506 increasing their positions, 484 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+34
Holders Change %
+2.81%
% of All Funds
36.12%
Holding in Top 10
381
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+4.38%
% of All Funds
11.06%
New
99
Increased
506
Reduced
484
Closed
53
Calls
$51.2B
Puts
$136B
Net Calls
-$84.5B
Net Calls Change
-$22.9B
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
626
Evelyn V. Moreno
$3.72M +$394K +2,000 +12%
SIC
627
Shoker Investment Counsel
Ohio
$3.69M -$139K -708 -4%
IIM
628
Ivory Investment Management
New York
$3.68M +$2.69M +13,643 +271%
S
629
SignatureFD
Georgia
$3.67M -$130K -658 -3%
NA
630
Navellier & Associates
Nevada
$3.67M +$690K +3,500 +23%
EVM
631
Eaton Vance Management
Massachusetts
$3.66M -$84.7K -430 -2%
MFW
632
Meristem Family Wealth
Minnesota
$3.64M +$315K +1,600 +9%
BHBT
633
Burke & Herbert Bank & Trust
Virginia
$3.62M +$371K +1,885 +11%
GMA
634
Goldstein Munger & Associates
California
$3.62M
GCA
635
Gideon Capital Advisors
New York
$3.6M +$3.6M +18,292 New
CAL
636
Capital Analysts LLC
Pennsylvania
$3.55M +$216K +1,094 +6%
PC
637
Passport Capital
California
$3.55M -$788K -4,000 -18%
RIA
638
Regal Investment Advisors
Michigan
$3.52M +$945K +4,797 +37%
RTIM
639
Round Table Investment Management
North Carolina
$3.51M +$2.29M +11,637 +188%
Aristotle Capital Management
640
Aristotle Capital Management
California
$3.5M -$1.41M -7,170 -29%
ALA
641
Atherton Lane Advisers
California
$3.5M -$44.1K -224 -1%
FNT
642
First National Trust
Pennsylvania
$3.5M -$298K -1,511 -8%
CBB
643
Citizens Business Bank
California
$3.49M +$691K +3,509 +25%
SBH
644
Segall Bryant & Hamill
Illinois
$3.48M -$83K -421 -2%
CSIC
645
Clifford Swan Investment Counsel
California
$3.46M +$123K +625 +4%
SSWM
646
Sheets Smith Wealth Management
North Carolina
$3.45M -$9.85K -50 -0.3%
FHA
647
First Horizon Advisors
Tennessee
$3.44M -$218K -1,108 -6%
AMM
648
American Money Management
California
$3.4M -$283K -1,437 -8%
DAS
649
Dynamic Advisor Solutions
Arizona
$3.35M +$516K +2,621 +18%
CA
650
Cambridge Associates
Massachusetts
$3.35M -$6.41M -32,506 -66%