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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 %
SWM
651
Segment Wealth Management
Texas
$2.97M +$920K +4,701 +45%
NA
652
Navellier & Associates
Nevada
$2.96M +$2.25M +11,506 +320%
SIPS
653
Shelter Insurance Profit Sharing
Missouri
$2.94M -$1.51M -7,700 -34%
UOC
654
UBS O'Connor
Illinois
$2.94M +$1.4M +7,140 +91%
BCMU
655
BlueCrest Capital Management (UK)
Guernsey
$2.94M +$2.94M +15,000 New
PC
656
Permanens Capital
New York
$2.93M -$864K -4,415 -23%
PSW
657
Portfolio Strategies (Washington)
Washington
$2.92M +$2.92M +14,932 New
SAM
658
Silvercrest Asset Management
New York
$2.89M -$5.09K -26 -0.2%
SCM
659
Stellar Capital Management
Arizona
$2.88M +$40.5K +207 +1%
RJT
660
Raymond James Trust
Florida
$2.87M +$699K +3,572 +32%
VHAM
661
Van Hulzen Asset Management
California
$2.86M -$234K -1,197 -8%
ST
662
Stifel Trust
Missouri
$2.86M -$4.89K -25 -0.2%
MFIMFI
663
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.85M
ECAM
664
East Coast Asset Management
Massachusetts
$2.85M +$509K +2,600 +22%
CAM
665
Cacti Asset Management
Georgia
$2.84M
MWM
666
Merriman Wealth Management
Washington
$2.84M +$2.84M +2,231 New
DAS
667
Dynamic Advisor Solutions
Arizona
$2.82M -$159K -811 -5%
PIM
668
Penobscot Investment Management
Massachusetts
$2.8M -$528K -2,700 -16%
KJHP
669
K.J. Harrison & Partners
Ontario, Canada
$2.8M
CBB
670
Citizens Business Bank
California
$2.78M -$280K -1,430 -9%
ST
671
Somerset Trust
Pennsylvania
$2.77M -$49.5K -253 -2%
BAM
672
Berkshire Asset Management
Pennsylvania
$2.76M +$135K +691 +5%
UAS
673
United Asset Strategies
New York
$2.72M +$2.72M +13,913 New
VWM
674
Valley Wealth Managers
New Jersey
$2.72M
MIAN
675
Mariner Independent Advisor Network
Kansas
$2.71M +$2.71M +13,862 New