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SPDR S&P 500 ETF Trust

1,244 hedge funds and large institutions have $150B invested in SPDR S&P 500 ETF Trust in 2014 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 506 increasing their positions, 484 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+34
Holders Change %
+2.81%
% of All Funds
36.12%
Holding in Top 10
381
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+4.38%
% of All Funds
11.06%
New
99
Increased
506
Reduced
484
Closed
53
Calls
$51.2B
Puts
$136B
Net Calls
-$84.5B
Net Calls Change
-$22.9B
Name Holding Trade Value Shares
Change
Shares
Change %
CCFCSB
751
Cape Cod Five Cents Savings Bank
Massachusetts
$2.18M +$60.1K +305 +3%
EWA
752
Exencial Wealth Advisors
Oklahoma
$2.17M +$82.9K +421 +4%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$2.16M +$37.8K +192 +2%
CAM
754
Columbia Asset Management
Michigan
$2.16M -$5.91K -30 -0.3%
LOCC
755
Lombard Odier & Cie (Canada)
Quebec, Canada
$2.13M -$79.8K -405 -4%
EWA
756
EP Wealth Advisors
California
$2.12M +$154K +782 +8%
RCAG
757
Rehmann Capital Advisory Group
Michigan
$2.12M +$58.3K +296 +3%
AA
758
Ancora Advisors
Ohio
$2.1M -$11.9M -60,514 -85%
AL
759
Agran Libbie
California
$2.1M +$2.1M +10,637 New
DWM
760
Destination Wealth Management
California
$2.09M -$318K -1,613 -13%
UAS
761
United Asset Strategies
New York
$2.07M -$673K -3,414 -25%
GLI
762
Guardian Life Insurance
New York
$2.07M +$315K +1,600 +18%
ASN
763
Advisory Services Network
Georgia
$2.06M +$267K +1,355 +15%
RMC
764
Regis Management Company
California
$2.05M -$346K -1,754 -14%
HW
765
Hancock Whitney
Mississippi
$2.04M +$148K +752 +8%
LWCFA
766
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.04M -$10.8K -55 -0.5%
CAM
767
Cubic Asset Management
Massachusetts
$2M
PFM
768
Phillips Financial Management
Indiana
$2M -$42.9K -225 -2%
WAM
769
Wallington Asset Management
Indiana
$1.99M +$464K +2,353 +30%
ZF
770
Zhang Financial
Michigan
$1.98M +$57.7K +293 +3%
UR
771
USCA RIA
Texas
$1.98M +$9.85K +50 +0.5%
BCM
772
Becker Capital Management
Oregon
$1.97M
DWT
773
Dorsey & Whitney Trust
South Dakota
$1.96M +$57.1K +290 +3%
FAT
774
First American Trust
California
$1.95M +$580K +2,944 +42%
TSU
775
TD Securities (USA)
New York
$1.95M