SPY icon

SPDR S&P 500 ETF Trust

1,913 hedge funds and large institutions have $171B invested in SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 745 increasing their positions, 841 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.91%
Holding in Top 10
610
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14%
New
145
Increased
745
Reduced
841
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Shares
Change %
CHJWM
851
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.83M -$702K -2,701 -13%
AWM
852
Altium Wealth Management
New York
$4.8M -$221K -839 -4%
CT
853
Cambridge Trust
Massachusetts
$4.8M +$68.4K +260 +1%
SBH
854
Segall Bryant & Hamill
Illinois
$4.79M +$786K +2,986 +20%
FSA
855
Financial Services Advisory
Maryland
$4.76M -$18.1M -68,839 -79%
NL
856
NVWM LLC
Pennsylvania
$4.74M +$48.4K +188 +1%
AAP
857
Ardsley Advisory Partners
Connecticut
$4.74M +$4.74M +18,000 New
WA
858
Waverly Advisors
Alabama
$4.74M +$267K +1,014 +6%
IWM
859
IHT Wealth Management
Illinois
$4.7M +$260K +1,010 +6%
ST
860
Smithfield Trust
Pennsylvania
$4.69M -$97.6K -371 -2%
AIM
861
Avity Investment Management
Connecticut
$4.68M -$512K -1,945 -10%
SCM
862
Shapiro Capital Management
Georgia
$4.68M -$42M -159,564 -90%
F
863
F3Logic
Minnesota
$4.67M +$4.67M +17,673 New
TPWA
864
TRUE Private Wealth Advisors
Oregon
$4.67M +$196K +741 +4%
FBFS
865
First Business Financial Services
Wisconsin
$4.66M -$185K -704 -4%
VIA
866
Vantage Investment Advisors
Pennsylvania
$4.66M +$150K +571 +3%
LNB
867
Ledyard National Bank
$4.64M -$71.8K -273 -2%
AAM
868
Aureus Asset Management
Massachusetts
$4.64M +$684K +2,600 +17%
BFG
869
Barber Financial Group
Kansas
$4.64M +$4.64M +17,615 New
CC
870
Cadinha & Co
Hawaii
$4.63M -$3.47M -13,205 -43%
HWA
871
Heritage Wealth Advisors
Virginia
$4.63M -$16.1K -61 -0.3%
MPWT
872
MassMutual Private Wealth & Trust
Connecticut
$4.62M +$293K +1,114 +7%
ACP
873
Aveo Capital Partners
Colorado
$4.61M -$942K -3,579 -17%
TPCM
874
Three Peaks Capital Management
Colorado
$4.59M +$2.33M +8,857 +103%
MPM
875
Meritage Portfolio Management
Kansas
$4.58M -$3.06M -11,647 -40%