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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 %
AAM
976
Aureus Asset Management
Massachusetts
$4.38M
AWP
977
Ascent Wealth Partners
New York
$4.38M +$3.03M +12,116 +224%
BJ
978
Brouwer & Janachowski
California
$4.38M -$10.7K -43 -0.2%
BHWM
979
Bay Harbor Wealth Management
Maryland
$4.37M +$4.37M +17,497 New
CGH
980
Crossmark Global Holdings
Texas
$4.35M +$2.98M +11,930 +218%
PIM
981
Penobscot Investment Management
Massachusetts
$4.35M +$36K +144 +0.8%
TYCC
982
Texas Yale Capital Corp
Florida
$4.33M +$2.09M +8,352 +93%
AIM
983
Avity Investment Management
Connecticut
$4.22M +$229K +917 +6%
OFW
984
Omnia Family Wealth
Florida
$4.21M +$672K +2,675 +19%
SFA
985
Sequoia Financial Advisors
Ohio
$4.19M +$474K +1,898 +13%
WPA
986
West Paces Advisors
Georgia
$4.19M
PAG
987
Private Advisory Group
Washington
$4.17M +$85K +340 +2%
1IA
988
1834 Investment Advisors
Wisconsin
$4.15M +$2.08M +8,316 +101%
AF
989
Aldebaran Financial
$4.13M +$106K +425 +3%
CIM
990
Confluence Investment Management
Missouri
$4.13M +$376K +1,506 +10%
NB
991
NBT Bank
New York
$4.09M -$62.2K -249 -1%
FAM
992
Foothills Asset Management
Arizona
$4.08M -$86.7K -347 -2%
NF
993
Nikulski Financial
Iowa
$4.07M -$149K -598 -4%
CA
994
Clearstead Advisors
Ohio
$4.06M +$1.46M +5,843 +56%
PAM
995
PVG Asset Management
Colorado
$4.06M -$5.32M -21,276 -57%
ACP
996
Aveo Capital Partners
Colorado
$4.06M +$285K +1,142 +8%
BEC
997
Blue Edge Capital
Virginia
$4.04M +$1.79M +7,182 +80%
EWA
998
Exencial Wealth Advisors
Oklahoma
$4M +$1.02M +4,077 +34%
MPM
999
Meritage Portfolio Management
Kansas
$3.99M +$177K +709 +5%
BMCM
1000
Bryn Mawr Capital Management
Pennsylvania
$3.97M -$283K -1,133 -7%