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SPDR S&P 500 ETF Trust

1,198 hedge funds and large institutions have $131B invested in SPDR S&P 500 ETF Trust in 2014 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 474 increasing their positions, 498 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
34.62%
Holding in Top 10
383
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.52%
% of All Funds
11.07%
New
98
Increased
474
Reduced
498
Closed
95
Calls
$36.5B
Puts
$74.1B
Net Calls
-$37.6B
Net Calls Change
-$14.5B
Name Holding Trade Value Shares
Change
Shares
Change %
T
776
TradeWorx
New Jersey
$1.63M +$1.63M +8,688 New
LWMT
777
Legacy Wealth Management (Tennessee)
Tennessee
$1.61M -$157K -842 -9%
HA
778
Halsey Associates
Connecticut
$1.61M -$152K -815 -9%
PWM
779
Perigon Wealth Management
California
$1.57M +$1.33M +7,125 +570%
WAM
780
Wallington Asset Management
Indiana
$1.56M +$182K +975 +13%
BFPW
781
BOK Financial Private Wealth
Colorado
$1.55M -$67.1K -359 -4%
GLI
782
Guardian Life Insurance
New York
$1.55M +$367K +1,960 +31%
EFS
783
Essex Financial Services
Connecticut
$1.55M +$19.1K +102 +1%
LIA
784
LS Investment Advisors
Michigan
$1.54M +$28K +150 +2%
LC
785
Lourd Capital
California
$1.54M
RJA
786
Robshaw & Julian Associates
New York
$1.53M +$192K +2,610 +14%
CL
787
CPWM LLC
Washington
$1.53M -$3.74K -20 -0.2%
EGA
788
Eagle Global Advisors
Texas
$1.52M
GLA
789
Great Lakes Advisors
Illinois
$1.49M +$401K +2,144 +37%
MLL
790
Moody Lynn & Lieberson
Massachusetts
$1.47M -$1.96M -10,504 -57%
UOC
791
UBS O'Connor
Illinois
$1.47M -$75M -401,140 -98%
FMC
792
First Merchants Corp
Indiana
$1.47M -$46.6K -249 -3%
SCM
793
Sterneck Capital Management
Missouri
$1.43M +$37.4K +200 +3%
VAM
794
Visium Asset Management
New York
$1.43M -$32.7M -174,665 -96%
CCM
795
Compton Capital Management
Rhode Island
$1.42M -$37.4K -200 -3%
OAM
796
Oberweis Asset Management
Illinois
$1.42M
WA
797
WFG Advisors
Texas
$1.41M +$1.16M +136,880 +448%
LBA
798
Letko, Brosseau & Associates
Quebec, Canada
$1.41M -$56.1K -300 -4%
FFA
799
Fragasso Financial Advisors
Pennsylvania
$1.41M -$24.5M -130,868 -95%
RP
800
Reinhart Partners
Wisconsin
$1.41M -$19.1K -102 -1%