SPY icon

SPDR S&P 500 ETF Trust

1,519 hedge funds and large institutions have $152B invested in SPDR S&P 500 ETF Trust in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 579 increasing their positions, 638 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+27
Holders Change %
+1.81%
% of All Funds
40.59%
Holding in Top 10
467
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.3%
% of All Funds
12.48%
New
113
Increased
579
Reduced
638
Closed
70
Calls
$78.5B
Puts
$146B
Net Calls
-$67.7B
Net Calls Change
-$20.6B
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
851
Denver Investment Advisors
Colorado
$2.3M +$37.9K +175 +2%
BW
852
Bison Wealth
Georgia
$2.29M -$306K -1,413 -12%
SIM
853
Sentry Investment Management
Wisconsin
$2.28M -$9.33M -43,144 -80%
STMM
854
South Texas Money Management
Texas
$2.28M -$1.88M -8,684 -45%
BRM
855
Boston Research & Management
Massachusetts
$2.28M
UBWV
856
United Bank (West Virginia)
West Virginia
$2.27M
SCM
857
Sterling Capital Management
North Carolina
$2.27M +$91.9K +425 +4%
FSA
858
Franklin Street Advisors
North Carolina
$2.27M -$131K -606 -5%
AIS
859
American Investment Services
Massachusetts
$2.26M +$107K +495 +5%
CPIM
860
Columbia Partners Investment Management
Virginia
$2.26M +$303K +1,401 +15%
CAM
861
Cubic Asset Management
Massachusetts
$2.25M -$24.9K -115 -1%
HTHT
862
Hemenway Trust Hemenway Trust
New Hampshire
$2.24M -$26K -120 -1%
JWBC
863
J.W. Burns & Co
New York
$2.21M -$10.2K -47 -0.5%
MCM
864
McMillion Capital Management
North Carolina
$2.2M +$1.43M +6,608 +186%
LS
865
Lattice Strategies
Pennsylvania
$2.2M -$254K -1,175 -10%
CC
866
Cedar Capital
Illinois
$2.19M +$2.19M +10,144 New
RG
867
Rikoon Group
New Mexico
$2.19M +$2.19M +10,140 New
AP
868
Advisor Partners
California
$2.18M +$62.7K +290 +3%
JWM
869
Jackson Wealth Management
Florida
$2.18M -$118K -551 -5%
GT
870
Greenleaf Trust
Michigan
$2.18M +$481K +2,223 +28%
PCM
871
Palisade Capital Management
New Jersey
$2.16M -$1.19M -5,500 -35%
HM
872
Harvest Management
New York
$2.16M +$2.16M +10,000 New
APSP
873
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.14M +$10.2K +47 +0.5%
LNWWM
874
Laird Norton Wetherby Wealth Management
California
$2.13M -$221K -1,020 -9%
WCM
875
Washington Capital Management
Washington
$2.13M -$97.3K -450 -4%