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SPDR S&P 500 ETF Trust

2,430 hedge funds and large institutions have $204B invested in SPDR S&P 500 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 389 funds opening new positions, 890 increasing their positions, 901 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+278
Holders Change %
+12.92%
% of All Funds
47.99%
Holding in Top 10
744
Holding in Top 10 Change
+111
Holding in Top 10 Change %
+17.54%
% of All Funds
14.69%
New
389
Increased
890
Reduced
901
Closed
75
Calls
$125B
Puts
$238B
Net Calls
-$114B
Net Calls Change
-$5.27B
Name Holding Trade Value Shares
Change
Shares
Change %
TFCP
751
Twin Focus Capital Partners
Massachusetts
$10.4M +$529K +1,643 +5%
MBT
752
Montecito Bank & Trust
California
$10.4M -$50.2K -156 -0.5%
FT
753
Fiduciary Trust
Massachusetts
$10.3M +$50.5K +157 +0.5%
CA
754
Calton & Associates
Florida
$10.3M -$2.92M -9,063 -22%
MWA
755
Meridian Wealth Advisors
Texas
$10.3M +$135K +418 +1%
AWE
756
Avidian Wealth Enterprises
Texas
$10.3M -$3.91M -12,142 -28%
NL
757
NEPC LLC
Massachusetts
$10.2M +$10.2M +31,617 New
GFP
758
Gryphon Financial Partners
Ohio
$10.2M +$1.18M +3,655 +13%
MCA
759
Mercer Capital Advisers
New Jersey
$10.1M +$72.4K +225 +0.7%
CI
760
Cordant Inc
Oregon
$10.1M +$10.1M +31,256 New
AA
761
Apriem Advisors
California
$10M -$230K -715 -2%
PCM
762
Perritt Capital Management
Illinois
$10M +$371K +1,152 +4%
RQS
763
Ramsey Quantitative Systems
Kentucky
$9.99M +$9.99M +31,050 New
SCM
764
Scopia Capital Management
New York
$9.99M +$9.99M +31,033 New
LFAS
765
Level Four Advisory Services
Texas
$9.98M +$943K +2,866 +10%
OFS
766
Oldfather Financial Services
Nebraska
$9.96M +$9.96M +30,486 New
LA
767
Legacy Advisors
Pennsylvania
$9.95M -$28.3K -88 -0.3%
AWM
768
Altium Wealth Management
New York
$9.89M -$11.9K -37 -0.1%
SI
769
Scharf Investments
California
$9.86M +$5.53M +17,195 +128%
CCM
770
Corsair Capital Management
New York
$9.82M +$89.8K +279 +0.9%
FTS
771
Fifth Third Securities
Ohio
$9.76M +$641K +1,981 +7%
BFG
772
Bouchey Financial Group
New York
$9.72M -$69.2K -215 -0.7%
CF
773
Centaurus Financial
California
$9.7M +$305K +949 +3%
TAM
774
Tocqueville Asset Management
New York
$9.67M -$587K -1,823 -6%
LW
775
Linscomb Wealth
Texas
$9.66M +$2.55M +7,918 +36%