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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 %
EIM
901
Emerson Investment Management
Massachusetts
$912K -$121K -645 -12%
BEAM
902
Baker Ellis Asset Management
Washington
$911K -$9.35K -50 -1%
WPC
903
Waters Parkerson & Co
Louisiana
$911K -$2.06K -11 -0.2%
CANC
904
Culbertson A N & Co
Virginia
$905K -$14.6K -78 -2%
BONST
905
Bank of Nova Scotia Trust
Ontario, Canada
$892K +$52.4K +280 +6%
LW
906
Linscomb Wealth
Texas
$890K +$60.6K +324 +7%
BCM
907
BTR Capital Management
California
$877K
CFA
908
Capstone Financial Advisors
Illinois
$877K +$165K +885 +23%
DIA
909
Denver Investment Advisors
Colorado
$862K
COLIM
910
City of London Investment Management
United Kingdom
$861K +$861K +4,575 New
KIA
911
Kopp Investment Advisors
Minnesota
$860K
DAM
912
Delta Asset Management
Tennessee
$860K
DC
913
Davenport & Co
Virginia
$858K -$218K -1,165 -20%
TCM
914
Tradition Capital Management
New Jersey
$854K +$191K +1,022 +29%
GI
915
Glovista Investments
New Jersey
$849K
SAM
916
Strategy Asset Managers
California
$841K -$1.21M -6,453 -59%
SC
917
SouthState Corp
Florida
$840K +$62.9K +336 +8%
SHWM
918
Smith & Howard Wealth Management
Georgia
$836K -$26K -139 -3%
MC
919
Mathes Company
New York
$833K +$10.3K +55 +1%
RBC
920
Ronald Blue & Co
Georgia
$832K -$23.7K -127 -3%
FAT
921
First American Trust
California
$830K -$212K -1,132 -20%
SI
922
Shaker Investments
Ohio
$828K -$1.79M -9,549 -68%
AWA
923
Arete Wealth Advisors
Illinois
$825K +$17K +91 +2%
Principal Financial Group
924
Principal Financial Group
Iowa
$825K +$79.7K +426 +11%
SSWM
925
Smith Salley Wealth Management
North Carolina
$823K