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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 %
PFM
726
Phillips Financial Management
Indiana
$2.1M -$187K -951 -8%
EWA
727
Exencial Wealth Advisors
Oklahoma
$2.09M +$394 +2 +0%
Janus Henderson Group
728
Janus Henderson Group
United Kingdom
$2.09M -$401K -2,051 -16%
DD
729
Dominick & Dominick
New York
$2.08M -$15.7K -80 -0.7%
RCAG
730
Rehmann Capital Advisory Group
Michigan
$2.05M +$256K +1,309 +14%
LWCFA
731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.04M -$325K -1,663 -14%
OA
732
Oxbow Advisors
Texas
$2.02M +$1.49M +7,590 +279%
WS
733
Wedbush Securities
California
$2.01M +$284K +1,452 +17%
CPIM
734
Columbia Partners Investment Management
Virginia
$2M -$116K -595 -5%
CAM
735
Cubic Asset Management
Massachusetts
$1.99M +$7.24K +37 +0.4%
BDF
736
Balasa Dinverno & Foltz
$1.98M +$846K +4,325 +75%
RIG
737
Renaissance Investment Group
Massachusetts
$1.98M -$27.4K -140 -1%
ACM
738
Avalon Capital Management
California
$1.97M -$1.58M -8,060 -45%
BCM
739
Becker Capital Management
Oregon
$1.96M +$9.79K +50 +0.5%
EWA
740
EP Wealth Advisors
California
$1.96M -$28.8K -147 -1%
UR
741
USCA RIA
Texas
$1.95M +$77.7K +397 +4%
EWM
742
Endurance Wealth Management
Rhode Island
$1.94M +$1.5M +7,689 +345%
TSU
743
TD Securities (USA)
New York
$1.93M -$1.2M -6,127 -38%
OCM
744
Orleans Capital Management
Louisiana
$1.92M
ZF
745
Zhang Financial
Michigan
$1.91M -$28.2K -144 -1%
AF
746
Aldebaran Financial
$1.91M
NAM
747
Nichols Asset Management
Massachusetts
$1.9M
P
748
Pitcairn
Pennsylvania
$1.89M -$2.39M -12,196 -56%
DWT
749
Dorsey & Whitney Trust
South Dakota
$1.89M +$58.7K +300 +3%
HW
750
Hancock Whitney
Mississippi
$1.88M -$27K -138 -1%