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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 %
LWI
701
Long Wharf Investors
Massachusetts
$2.36M -$33.3K -170 -1%
EM
702
Excalibur Management
Massachusetts
$2.36M +$68.5K +350 +3%
KIG
703
Kovitz Investment Group
Illinois
$2.35M -$1.13M -5,784 -33%
SI
704
Sprott Inc
Ontario, Canada
$2.33M +$1.19M +6,100 +105%
AIM
705
Avity Investment Management
Connecticut
$2.33M +$2.33M +11,899 New
DMC
706
Drexel Morgan & Co
Pennsylvania
$2.33M
BFS
707
Bradley Foster & Sargent
Connecticut
$2.32M -$2.09M -10,654 -47%
RPGK
708
Retirement Planning Group (Kansas)
Kansas
$2.32M -$219K -1,120 -9%
AW
709
Alpha Windward
Massachusetts
$2.31M -$115K -589 -5%
BRM
710
Boston Research & Management
Massachusetts
$2.3M -$314K -1,605 -12%
TCM
711
Tufton Capital Management
Maryland
$2.29M +$63.2K +323 +3%
KCM
712
Kanawha Capital Management
Virginia
$2.26M +$35.4K +181 +2%
SMC
713
Smith, Moore & Co
Missouri
$2.22M +$117K +600 +6%
ACM
714
Aviance Capital Management
Florida
$2.2M +$255K +1,303 +13%
LOCC
715
Lombard Odier & Cie (Canada)
Quebec, Canada
$2.2M -$126K -645 -5%
1GA
716
1st Global Advisors
Texas
$2.19M -$212K -1,082 -9%
KT
717
Kanaly Trust
Texas
$2.19M +$258K +1,321 +13%
WCM
718
Weyland Capital Management
New Hampshire
$2.18M +$25.4K +130 +1%
FT
719
Fiduciary Trust
Massachusetts
$2.17M +$36.4K +186 +2%
JAM
720
JCIC Asset Management
Ontario, Canada
$2.15M -$852K -4,350 -28%
FFA
721
First Foundation Advisors
California
$2.15M +$15.5K +79 +0.7%
CAM
722
Columbia Asset Management
Michigan
$2.15M +$32.5K +166 +2%
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$2.11M +$162K +828 +8%
CCFCSB
724
Cape Cod Five Cents Savings Bank
Massachusetts
$2.11M +$635K +3,244 +43%
FAM
725
Fiduciary Asset Management
Missouri
$2.11M -$3.13M -16,000 -60%