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SPDR S&P 500 ETF Trust

1,208 hedge funds and large institutions have $142B invested in SPDR S&P 500 ETF Trust in 2013 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 475 increasing their positions, 401 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+157
Holders Change %
+14.94%
% of All Funds
35.09%
Holding in Top 10
381
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+19.81%
% of All Funds
11.07%
New
232
Increased
475
Reduced
401
Closed
64
Calls
$55.3B
Puts
$78.5B
Net Calls
-$23.2B
Net Calls Change
+$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
RMC
701
Regis Management Company
California
$2.55M +$1.03M +5,581 +68%
MC
702
Miles Capital
Iowa
$2.52M
AW
703
Alpha Windward
Massachusetts
$2.51M -$292K -1,580 -10%
PC
704
Permanens Capital
New York
$2.5M +$2.5M +13,550 New
GCA
705
Guardian Capital Advisors
Ontario, Canada
$2.49M -$54.9K -290 -2%
RPGK
706
Retirement Planning Group (Kansas)
Kansas
$2.48M -$260K -1,409 -9%
BRM
707
Boston Research & Management
Massachusetts
$2.47M -$7.39K -40 -0.3%
ASN
708
Advisory Services Network
Georgia
$2.45M +$2.45M +13,253 New
CIC
709
Carnegie Investment Counsel
Ohio
$2.43M +$234K +1,265 +11%
WPC
710
White Pine Capital
Minnesota
$2.42M +$36.9K +200 +2%
SWM
711
Strategic Wealth Management
Washington
$2.4M -$4.89M -26,471 -67%
DAS
712
Dynamic Advisor Solutions
Arizona
$2.4M +$2.4M +12,977 New
LWI
713
Long Wharf Investors
Massachusetts
$2.4M +$249K +1,350 +12%
RTS
714
Round Table Services
New Jersey
$2.38M +$1.33M +7,198 +126%
Cohen & Steers
715
Cohen & Steers
New York
$2.35M
KT
716
Kanaly Trust
Texas
$2.34M +$345K +1,869 +17%
CAM
717
Capstone Asset Management
Texas
$2.31M +$1.22M +6,609 +112%
LOCC
718
Lombard Odier & Cie (Canada)
Quebec, Canada
$2.31M +$2.31M +12,479 New
RIG
719
Renaissance Investment Group
Massachusetts
$2.29M -$223K -1,207 -9%
KAM
720
Keeley Asset Management
Illinois
$2.29M -$83.3M -451,122 -97%
LI
721
LMCG Investments
Massachusetts
$2.26M +$181K +982 +9%
1GA
722
1st Global Advisors
Texas
$2.25M +$239K +1,294 +12%
GHAM
723
Gilman Hill Asset Management
Connecticut
$2.23M +$554 +3 +0%
MCM
724
Murphy Capital Management
New Jersey
$2.22M +$327K +1,772 +17%
FCT
725
Family Capital Trust
Massachusetts
$2.21M -$59.1K -320 -3%