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SPDR S&P 500 ETF Trust

1,210 hedge funds and large institutions have $138B invested in SPDR S&P 500 ETF Trust in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 473 increasing their positions, 507 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+12
Holders Change %
+1%
% of All Funds
34.8%
Holding in Top 10
365
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.7%
% of All Funds
10.5%
New
83
Increased
473
Reduced
507
Closed
67
Calls
$46.4B
Puts
$108B
Net Calls
-$61.6B
Net Calls Change
-$24B
Name Holding Trade Value Shares
Change
Shares
Change %
RHBC
851
R.H. Bluestein & Co
Michigan
$1.21M -$5.47M -27,965 -82%
HCM
852
HM Capital Management
Missouri
$1.2M -$784 -4 -0.1%
CCG
853
Cypress Capital Group
Florida
$1.2M +$97K +495 +9%
CAM
854
Congress Asset Management
Massachusetts
$1.19M -$757K -3,867 -39%
ZIM
855
Zacks Investment Management
Illinois
$1.18M +$99.3K +507 +9%
AWA
856
ARS Wealth Advisors
Florida
$1.18M -$58.7K -300 -5%
OWP
857
Obermeyer Wealth Partners
Colorado
$1.17M
GI
858
Glovista Investments
New Jersey
$1.16M +$275K +1,407 +31%
STIA
859
Stone Toro Investment Advisers
New Jersey
$1.16M +$1.16M +5,908 New
CAM
860
Capstone Asset Management
Texas
$1.15M
HSA
861
HBK Sorce Advisory
Pennsylvania
$1.15M -$322K -1,647 -22%
PAM
862
Peninsula Asset Management
Florida
$1.14M -$576K -2,942 -34%
GLA
863
Great Lakes Advisors
Illinois
$1.12M -$441K -2,255 -28%
MGIA
864
Moneta Group Investment Advisors
Missouri
$1.12M
CFA
865
Capstone Financial Advisors
Illinois
$1.12M +$198K +1,009 +22%
WPC
866
Waters Parkerson & Co
Louisiana
$1.11M +$160K +820 +17%
PFC
867
Phocas Financial Corp
California
$1.11M -$1.06M -5,684 Closed
RBC
868
Ronald Blue & Co
Georgia
$1.11M +$239K +1,224 +28%
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$1.11M -$111K -565 -9%
Fisher Asset Management
870
Fisher Asset Management
Washington
$1.1M -$256K -1,307 -19%
GJIC
871
Gamble Jones Investment Counsel
California
$1.1M +$58.9K +301 +6%
M
872
MOTCO
Texas
$1.1M -$51.9K -265 -5%
RTS
873
Round Table Services
New Jersey
$1.1M +$106K +539 +11%
IC
874
Inverness Counsel
New York
$1.09M -$1.04M
BOK
875
Bank of Kentucky
Kentucky
$1.08M +$1.96K +10 +0.2%