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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $180B invested in SPDR S&P 500 ETF Trust in 2020 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 834 increasing their positions, 1,146 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
Holders Change %
0%
% of All Funds
49.29%
Holding in Top 10
720
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-4.89%
% of All Funds
14.8%
New
177
Increased
834
Reduced
1,146
Closed
155
Calls
$142B
Puts
$245B
Net Calls
-$103B
Net Calls Change
-$19.6B
Name Holding Trade Value Shares
Change
Shares
Change %
LF
626
LifeSteps Financial
California
$13.1M -$144K -468 -1%
LCM
627
Lomas Capital Management
New York
$13.1M +$13.1M +42,400 New
FBFS
628
First Business Financial Services
Wisconsin
$13M +$99K +321 +0.8%
GG
629
GenWealth Group
New Jersey
$13M -$69.6K -224 -0.5%
MWM
630
Meridian Wealth Management
Kentucky
$13M -$2.94M -9,549 -18%
LFA
631
Legend Financial Advisors
Pennsylvania
$12.9M -$1.53M -4,972 -11%
PFA
632
Pathway Financial Advisors
Vermont
$12.9M +$426K +1,381 +3%
EWA
633
Exencial Wealth Advisors
Oklahoma
$12.8M +$2.37M +7,687 +23%
BWM
634
BT Wealth Management
Georgia
$12.8M -$1.13M -3,678 -8%
FT
635
Fiduciary Trust
Massachusetts
$12.8M +$1.09M +3,535 +9%
VAM
636
Verity Asset Management
North Carolina
$12.7M +$12.7M +41,256 New
BPA
637
Beacon Pointe Advisors
California
$12.7M +$2.13M +6,919 +20%
DPI
638
Diversified Portfolios Inc
Michigan
$12.7M -$135K -438 -1%
Kovitz Investment Group Partners
639
Kovitz Investment Group Partners
Illinois
$12.7M -$3.67M -11,908 -22%
ZIM
640
Zacks Investment Management
Illinois
$12.5M -$2.48M -8,036 -17%
GRP
641
Global Retirement Partners
California
$12.5M +$1.24M +4,014 +11%
RSWM
642
Robertson Stephens Wealth Management
California
$12.5M -$1.61M -5,203 -11%
LIM
643
Leavell Investment Management
Alabama
$12.4M +$142K +459 +1%
CM
644
Cornerstone Management
Georgia
$12.4M +$2.48M +8,053 +25%
IF
645
IRON Financial
Illinois
$12.3M -$836K -2,712 -6%
CCM
646
Corsair Capital Management
New York
$12.3M -$905K -2,935 -7%
DWT
647
Dorsey & Whitney Trust
South Dakota
$12.3M -$458K -1,486 -4%
SAM
648
Securian Asset Management
Minnesota
$12.2M +$976K +3,166 +9%
Berkshire Hathaway
649
Berkshire Hathaway
Nebraska
$12.1M
AWA
650
Arete Wealth Advisors
Illinois
$12.1M -$15.3M -49,648 -56%