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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 %
MC
826
Middleton & Co
Massachusetts
$1.25M +$1.25M +6,682 New
MWR
827
McAdams Wright Ragen
Washington
$1.24M -$36.1K -193 -3%
AA
828
Apriem Advisors
California
$1.24M +$39.5K +211 +3%
1IA
829
1834 Investment Advisors
Wisconsin
$1.23M -$18.7K -100 -1%
RGC
830
Roberts, Glore & Co
Illinois
$1.23M +$449K +2,399 +57%
MFP
831
Mosaic Financial Partners
California
$1.23M +$187K +1,000 +18%
HH
832
Hilltop Holdings
Texas
$1.23M -$49.2K -263 -4%
FSA
833
Franklin Street Advisors
North Carolina
$1.22M
CIM
834
Confluence Investment Management
Missouri
$1.22M +$106K +565 +9%
MIC
835
Meridian Investment Counsel
California
$1.22M +$31.8K +170 +3%
AP
836
Advisor Partners
California
$1.22M +$218K +1,167 +22%
LRPA
837
L. Roy Papp & Associates
Arizona
$1.22M +$1.22M +6,513 New
NL
838
NWAM LLC
Washington
$1.21M +$210K +1,123 +21%
SSB
839
Sandy Spring Bank
Maryland
$1.21M -$33.9M -181,449 -97%
AMIM
840
Aull & Monroe Investment Management
Alabama
$1.2M -$103K -551 -8%
FANJ
841
Financial Architects (New Jersey)
New Jersey
$1.19M -$117K -628 -9%
HEIP
842
Hudson Edge Investment Partners
New Jersey
$1.19M +$1.19M +6,347 New
AWA
843
ARS Wealth Advisors
Florida
$1.18M +$31.6K +169 +3%
FNYS
844
First New York Securities
New York
$1.17M +$1.17M +6,266 New
OA
845
OFI Advisors
Pennsylvania
$1.17M +$850K +4,547 +265%
FMII
846
Farmers & Merchants Investments Inc
Nebraska
$1.16M -$155K -830 -12%
SGCA
847
Steel Grove Capital Advisors
Tennessee
$1.15M -$4.3K -23 -0.4%
CL
848
CSS LLC
Illinois
$1.15M +$1.15M +6,139 New
HCM
849
HM Capital Management
Missouri
$1.14M -$51K -273 -4%
SC
850
Savant Capital
Illinois
$1.14M -$68.3K -365 -6%