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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 %
Luther King Capital Management (LKCM)
926
Luther King Capital Management (LKCM)
Texas
$812K -$159K -848 -16%
OCM
927
One Capital Management
California
$790K +$790K +4,223 New
LIC
928
Lodestar Investment Counsel
Illinois
$783K +$11.2K +60 +1%
HIMC
929
Heritage Investors Management Corp
Maryland
$781K +$328K +1,755 +73%
NCM
930
Narwhal Capital Management
Georgia
$779K +$779K +4,165 New
PHS
931
Pekin Hardy Strauss
Illinois
$772K +$60K +321 +8%
RO
932
Reservoir Operations
New York
$770K
OA
933
Outfitter Advisors
Virginia
$769K
AUB
934
Atlantic Union Bankshares
Virginia
$768K +$768K +4,105 New
NI
935
Numeric Investors
Massachusetts
$767K -$78.6K -420 -9%
BA
936
Bridgewater Advisors
New York
$761K +$102K +548 +16%
CCG
937
Chatham Capital Group
Georgia
$758K +$18.7K +100 +3%
MDSL
938
M.D. Sass LLC
New York
$757K
VDI
939
Vaughan David Investments
Illinois
$755K -$317K -1,696 -30%
HC
940
Hourglass Capital
Texas
$755K
AT
941
Allston Trading
Illinois
$748K -$124K -662 -14%
HM
942
Harvest Management
New York
$748K
BFM
943
Boston Financial Management
Massachusetts
$746K -$8.61K -46 -1%
RG
944
Renaissance Group
Kentucky
$739K
FPCM
945
Financial Partners Capital Management
New York
$739K +$16.1K +86 +2%
LKIM
946
Lawson Kroeker Investment Management
Nebraska
$727K -$37.4K -200 -5%
ANBTV
947
American National Bank & Trust (Virginia)
Virginia
$724K -$43K -230 -6%
PFBT
948
Parkside Financial Bank & Trust
Missouri
$721K -$98.3K -526 -12%
OC
949
Oarsman Capital
Wisconsin
$714K -$88.8K -475 -11%
FWCM
950
Ferguson Wellman Capital Management
Oregon
$707K +$87K +465 +14%