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SPDR S&P 500 ETF Trust

1,438 hedge funds and large institutions have $173B invested in SPDR S&P 500 ETF Trust in 2014 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 606 increasing their positions, 424 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+194
Holders Change %
+15.59%
% of All Funds
38.38%
Holding in Top 10
452
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+18.64%
% of All Funds
12.06%
New
273
Increased
606
Reduced
424
Closed
64
Calls
$56.3B
Puts
$109B
Net Calls
-$53.1B
Net Calls Change
+$31.3B
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
1001
Boston Financial Management
Massachusetts
$1.23M +$428K +2,085 +53%
JPTCCM
1002
J.P. Turner & Co Capital Management
Georgia
$1.23M +$1.23M +6,001 New
MFP
1003
Mosaic Financial Partners
California
$1.23M -$127K -617 -9%
IC
1004
Inverness Counsel
New York
$1.23M -$1.17M
HEIP
1005
Hudson Edge Investment Partners
New Jersey
$1.22M -$66.8K -325 -5%
SKK
1006
Shepherd Kaplan Krochuk
Massachusetts
$1.21M -$103K -500 -8%
BWP
1007
Baldwin Wealth Partners
Massachusetts
$1.21M -$49.5K -241 -4%
BSB
1008
Bangor Savings Bank
Maine
$1.2M +$109K +531 +10%
GIM
1009
Groesbeck Investment Management
New Jersey
$1.19M +$1.19M +5,789 New
IIA
1010
IPG Investment Advisors
California
$1.19M +$268K +1,305 +29%
M
1011
MOTCO
Texas
$1.19M
MHI
1012
Miller Howard Investments
New York
$1.19M +$1.19M +5,768 New
LA
1013
Leonetti & Associates
Illinois
$1.19M +$1.19M +5,766 New
HSA
1014
HBK Sorce Advisory
Pennsylvania
$1.18M -$33.3K -162 -3%
GT
1015
Greenleaf Trust
Michigan
$1.17M +$11.3K +55 +1%
PFC
1016
Phocas Financial Corp
California
$1.14M -$32.9K -160 -3%
EWM
1017
Empirical Wealth Management
Washington
$1.13M +$121K +588 +12%
SHWM
1018
Smith & Howard Wealth Management
Georgia
$1.13M +$154K +750 +16%
FMII
1019
Farmers & Merchants Investments Inc
Nebraska
$1.13M -$27.8K -135 -2%
BOK
1020
Bank of Kentucky
Kentucky
$1.13M -$8.23K -40 -0.7%
AMIM
1021
Aull & Monroe Investment Management
Alabama
$1.12M -$137K -665 -11%
MGIA
1022
Moneta Group Investment Advisors
Missouri
$1.12M +$4.11K +20 +0.4%
WB
1023
WesBanco Bank
West Virginia
$1.09M +$575K +2,798 +111%
PCTC
1024
Perkins Coie Trust Company
Washington
$1.09M
SFA
1025
Sequoia Financial Advisors
Ohio
$1.09M +$523K +2,543 +93%