SPY icon

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 %
EWA
751
Exencial Wealth Advisors
Oklahoma
$1.96M
AL
752
Agran Libbie
California
$1.95M +$1.95M +10,563 New
SMC
753
Smith, Moore & Co
Missouri
$1.94M +$1.94M +10,506 New
TWA
754
TCI Wealth Advisors
Arizona
$1.94M +$404K +2,187 +26%
BT
755
Beacon Trust
New Jersey
$1.93M -$198K -1,072 -9%
BKBG
756
BHF Kleinwort Benson Group
Belgium
$1.93M -$2.67M -14,450 -58%
AA
757
Ancora Advisors
Ohio
$1.92M -$470K -2,542 -20%
GFM
758
Gramercy Funds Management
Connecticut
$1.91M -$51.8M -280,608 -96%
TCM
759
Tufton Capital Management
Maryland
$1.91M +$108K +587 +6%
CPIM
760
Columbia Partners Investment Management
Virginia
$1.91M +$898K +4,862 +89%
DWM
761
Destination Wealth Management
California
$1.91M +$1.53M +8,289 +408%
UR
762
USCA RIA
Texas
$1.85M +$121K +658 +7%
BCM
763
Basso Capital Management
Connecticut
$1.85M -$2.77M -15,000 -60%
RJT
764
Raymond James Trust
Florida
$1.84M -$1.95M -10,585 -51%
ZF
765
Zhang Financial
Michigan
$1.83M +$739 +4 +0%
EM
766
Excalibur Management
Massachusetts
$1.82M +$125K +676 +7%
CBT
767
Central Bank & Trust
Kentucky
$1.82M -$88.3K -478 -5%
EWA
768
EP Wealth Advisors
California
$1.82M -$138K -750 -7%
CAM
769
Cubic Asset Management
Massachusetts
$1.82M +$1.85K +10 +0.1%
OCM
770
Orleans Capital Management
Louisiana
$1.81M +$1.58M +8,565 +681%
AF
771
Aldebaran Financial
$1.8M +$1.8M +9,744 New
NAM
772
Nichols Asset Management
Massachusetts
$1.8M
NA
773
Navellier & Associates
Nevada
$1.78M -$78.4M -424,190 -98%
MBE
774
Michael B. Elefante
$1.78M
DDPIC
775
Deroy & Devereaux Private Investment Counsel
Michigan
$1.77M -$55.4K -300 -3%