SPY icon

SPDR S&P 500 ETF Trust

2,195 hedge funds and large institutions have $166B invested in SPDR S&P 500 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 933 increasing their positions, 664 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,195
Holders Change
+278
Holders Change %
+14.5%
% of All Funds
48.98%
Holding in Top 10
691
Holding in Top 10 Change
+109
Holding in Top 10 Change %
+18.73%
% of All Funds
15.42%
New
399
Increased
933
Reduced
664
Closed
99
Calls
$117B
Puts
$166B
Net Calls
-$48.8B
Net Calls Change
+$8.49B
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
901
Kingsview Wealth Management
Oregon
$5.33M +$1.1M +4,392 +26%
FBFS
902
First Business Financial Services
Wisconsin
$5.3M +$1.02M +4,090 +24%
MVP
903
Miller Value Partners
Florida
$5.3M -$26.1M -104,466 -83%
ACJ
904
Autonomy Capital (Jersey)
Jersey
$5.29M +$5.29M +21,175 New
DY
905
Dowling & Yahnke
California
$5.27M -$59.8K -217 -1%
FTS
906
Fifth Third Securities
Ohio
$5.27M -$161K -642 -3%
SAM
907
Seelaus Asset Management
New Jersey
$5.27M +$99.5K +398 +2%
IAA
908
Independent Advisor Alliance
North Carolina
$5.26M +$5.26M +19,481 New
AWA
909
Arete Wealth Advisors
Illinois
$5.25M +$3M +11,993 +133%
Hudson Bay Capital Management
910
Hudson Bay Capital Management
Connecticut
$5.25M -$43.6M -174,400 -89%
KM
911
Kalos Management
Georgia
$5.24M +$5.03M +18,429 +2,428%
TF
912
Trek Financial
Arizona
$5.22M +$5.22M +20,895 New
CG
913
Caprock Group
Idaho
$5.19M -$990K -3,937 -16%
DDPIC
914
Deroy & Devereaux Private Investment Counsel
Michigan
$5.18M +$1.72M +6,870 +50%
HIS
915
Harvest Investment Services
Illinois
$5.17M +$5.17M +19,632 New
BI
916
Bulldog Investors
New Jersey
$5.16M +$5.16M +20,659 New
MAM
917
Mastrapasqua Asset Management
Tennessee
$5.16M +$5.16M +20,642 New
KTA
918
Keeley-Teton Advisors
Illinois
$5.13M +$508K +2,033 +11%
MIM
919
Marco Investment Management
Georgia
$5.12M -$3.78M -15,127 -42%
UAS
920
United Asset Strategies
New York
$5.08M -$889K -3,557 -15%
SCM
921
Sterneck Capital Management
Missouri
$5.05M -$984K -3,938 -16%
OMC
922
Old Mission Capital
Illinois
$5.05M +$5.05M +20,215 New
LPWM
923
Lake Point Wealth Management
Texas
$5.04M +$5.04M +20,165 New
NWP
924
Northstar Wealth Partners
Connecticut
$5.03M -$378K -1,512 -7%
AIS
925
American Investment Services
Massachusetts
$5.02M -$648K -2,592 -11%