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SPDR S&P 500 ETF Trust

2,430 hedge funds and large institutions have $204B invested in SPDR S&P 500 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 389 funds opening new positions, 890 increasing their positions, 901 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+278
Holders Change %
+12.92%
% of All Funds
47.99%
Holding in Top 10
744
Holding in Top 10 Change
+111
Holding in Top 10 Change %
+17.54%
% of All Funds
14.69%
New
389
Increased
890
Reduced
901
Closed
75
Calls
$125B
Puts
$238B
Net Calls
-$114B
Net Calls Change
-$5.27B
Name Holding Trade Value Shares
Change
Shares
Change %
HB
651
Homrich & Berg
Georgia
$14.2M +$790K +2,456 +6%
VWA
652
V Wealth Advisors
Kansas
$14.2M
VCM
653
Vivaldi Capital Management
Illinois
$14.2M +$790K +2,456 +6%
SAM
654
Sompo Asset Management
Japan
$14.2M +$13.6M +42,400 +2,451%
Cohen & Steers
655
Cohen & Steers
New York
$14.2M +$1.08M +3,366 +8%
AWM
656
Atticus Wealth Management
Florida
$14.1M +$14.1M +43,950 New
HFRG
657
Houlihan Financial Resource Group
Virginia
$14.1M +$14.1M +43,758 New
MAM
658
Marquette Asset Management
Minnesota
$14M -$209K -648 -1%
GAM
659
Gotham Asset Management
New York
$13.8M +$13.8M +43,000 New
KWM
660
Keebeck Wealth Management
Illinois
$13.8M +$13.8M +42,701 New
DPI
661
Diversified Portfolios Inc
Michigan
$13.8M -$113K -350 -0.8%
TWM
662
Tolleson Wealth Management
Texas
$13.8M
TCBWMS
663
Texas Capital Bank Wealth Management Services
Texas
$13.7M +$13.7M +42,491 New
PTC
664
Private Trust Company
Ohio
$13.7M +$118K +368 +0.9%
EWM
665
Empirical Wealth Management
Washington
$13.6M +$932K +2,897 +7%
OIA
666
OneDigital Investment Advisors
Kansas
$13.6M +$155K +481 +1%
TM
667
Tikvah Management
North Carolina
$13.5M +$1.47M +4,560 +12%
LF
668
LifeSteps Financial
California
$13.4M +$13.4M +41,739 New
ETI
669
Enterprise Trust & Investment
California
$13.4M +$1.5M +4,675 +13%
PWW
670
Pettyjohn Wood & White
Virginia
$13.4M +$111K +346 +0.8%
SIM
671
Sterling Investment Management
Arizona
$13.3M +$318K +989 +2%
LC
672
Lindbrook Capital
California
$13.3M -$17.7K -55 -0.1%
CCT
673
Country Club Trust
Missouri
$13.2M +$298K +928 +2%
PWG
674
Private Wealth Group
Florida
$13.2M -$11.3M -35,026 -46%
EE
675
EWG Elevate
California
$13.1M +$13.1M +40,806 New