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SPDR S&P 500 ETF Trust

1,913 hedge funds and large institutions have $171B invested in SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 745 increasing their positions, 841 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.91%
Holding in Top 10
610
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14%
New
145
Increased
745
Reduced
841
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
1001
Sowell Financial Services
Arkansas
$2.94M -$1.11M -4,222 -27%
SWP
1002
Strategic Wealth Partners
Ohio
$2.88M +$2.67M +10,164 +1,278%
WAM
1003
Wallington Asset Management
Indiana
$2.88M -$13.2K -50 -0.5%
KP
1004
Keel Point
Alabama
$2.88M -$9.08M -34,519 -76%
PCA
1005
Personal Capital Advisors
California
$2.87M -$10.9M -41,456 -79%
GLA
1006
Good Life Advisors
Pennsylvania
$2.86M +$1.05M +4,095 +58%
CPO
1007
Cerity Partners OCIO
New York
$2.85M +$129K +511 +5%
CAM
1008
Cubic Asset Management
Massachusetts
$2.85M +$227K +864 +9%
FTC
1009
Farmers Trust Company
Ohio
$2.84M +$79.2K +301 +3%
Luther King Capital Management (LKCM)
1010
Luther King Capital Management (LKCM)
Texas
$2.84M -$1.04M -3,963 -27%
ZF
1011
Zhang Financial
Michigan
$2.84M -$64.5K -250 -2%
RHBC
1012
R.H. Bluestein & Co
Michigan
$2.81M +$1.28M +4,859 +84%
DWM
1013
Darwin Wealth Management
Florida
$2.8M +$2.43M +9,218 +641%
BCWM
1014
Bartlett & Co Wealth Management
Ohio
$2.8M +$2.8M +10,607 New
CCG
1015
Cypress Capital Group
Florida
$2.8M +$154K +587 +6%
CS
1016
Cannell & Spears
New York
$2.79M -$293K -1,115 -10%
BC
1017
Bartlett & Co
Ohio
$2.79M -$94.7K -360 -3%
AAS
1018
Annex Advisory Services
Wisconsin
$2.79M +$878K +3,338 +46%
LC
1019
Lourd Capital
California
$2.77M +$10.3K +39 +0.4%
CBU
1020
CIBC Bank USA
Illinois
$2.76M -$252K -958 -8%
EVM
1021
Evelyn V. Moreno
$2.75M
BUB
1022
BBVA USA Bancshares
Texas
$2.75M -$239K -909 -8%
MCM
1023
Maryland Capital Management
Maryland
$2.75M +$361K +1,373 +15%
LIA
1024
LS Investment Advisors
Michigan
$2.73M -$63.2K -240 -2%
HA
1025
Hays Advisory
Tennessee
$2.71M -$1.32M -5,024 -33%