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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 %
CBB
651
Citizens Business Bank
California
$2.92M +$37.6K +201 +1%
BHBT
652
Burke & Herbert Bank & Trust
Virginia
$2.91M +$151K +810 +5%
JAM
653
JCIC Asset Management
Ontario, Canada
$2.87M -$10.3K -55 -0.4%
LJHT
654
Laurie J. Hall Trustee
$2.85M -$386K -2,062 -12%
HS
655
HighVista Strategies
Massachusetts
$2.85M
DAS
656
Dynamic Advisor Solutions
Arizona
$2.84M +$416K +2,224 +17%
SCM
657
Shelton Capital Management
Colorado
$2.83M +$64.2K +343 +2%
KIG
658
Kovitz Investment Group
Illinois
$2.78M +$420K +2,681 +18%
SAM
659
Silvercrest Asset Management
New York
$2.77M +$11.4K +61 +0.4%
ST
660
Stifel Trust
Missouri
$2.74M -$400K -2,138 -13%
MFIMFI
661
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.72M +$1.72M +9,222 +173%
SCM
662
Stellar Capital Management
Arizona
$2.72M +$50.5K +270 +2%
CAM
663
Cacti Asset Management
Georgia
$2.71M
LI
664
LMCG Investments
Massachusetts
$2.7M +$412K +2,206 +18%
ST
665
Somerset Trust
Pennsylvania
$2.69M +$7.85K +42 +0.3%
KJHP
666
K.J. Harrison & Partners
Ontario, Canada
$2.66M +$1.3M +7,000 +96%
NSAM
667
North Star Asset Management
Wisconsin
$2.66M -$74.8K -400 -3%
MFW
668
Meristem Family Wealth
Minnesota
$2.65M
S
669
SignatureFD
Georgia
$2.65M -$126K -671 -5%
DCP
670
DSM Capital Partners
Florida
$2.62M +$2.62M +14,017 New
VWM
671
Valley Wealth Managers
New Jersey
$2.6M -$85.6K -458 -3%
VAM
672
Visionary Asset Management
Texas
$2.59M -$76.1K -407 -3%
SPL
673
Smart Portfolios LLC
Washington
$2.59M -$606K -3,239 -19%
CIC
674
Carnegie Investment Counsel
Ohio
$2.58M +$127K +678 +5%
EVM
675
Eaton Vance Management
Massachusetts
$2.58M +$748 +4 +0%