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SPDR S&P 500 ETF Trust

1,244 hedge funds and large institutions have $150B invested in SPDR S&P 500 ETF Trust in 2014 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 506 increasing their positions, 484 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+34
Holders Change %
+2.81%
% of All Funds
36.12%
Holding in Top 10
381
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+4.38%
% of All Funds
11.06%
New
99
Increased
506
Reduced
484
Closed
53
Calls
$51.2B
Puts
$136B
Net Calls
-$84.5B
Net Calls Change
-$22.9B
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
1026
Forvis Mazars Wealth Advisors
Missouri
$578K +$268K +1,359 +86%
FMI
1027
Fiduciary Management Inc
Wisconsin
$576K +$576K +2,925 New
TWM
1028
Torch Wealth Management
Ohio
$572K -$52.2K -265 -8%
SCA
1029
STALEY CAPITAL ADVISERS
Pennsylvania
$571K +$295K +1,500 +107%
OA
1030
OFI Advisors
Pennsylvania
$565K -$3.35K -17 -0.6%
MPWT
1031
MassMutual Private Wealth & Trust
Connecticut
$565K +$432K +2,195 +327%
DP
1032
Dearborn Partners
Illinois
$563K +$985 +5 +0.2%
NFC
1033
Northeast Financial Consultants
Connecticut
$561K +$118K +598 +27%
NFG
1034
NewFocus Financial Group
Washington
$555K -$59.3K -301 -10%
ACM
1035
Alpha Capital Management
Texas
$549K
CPO
1036
Cerity Partners OCIO
New York
$548K -$24K -122 -4%
LYV
1037
Live Your Vision
Pennsylvania
$543K -$36.4K -194 -6%
SFA
1038
Sequoia Financial Advisors
Ohio
$540K
TI
1039
Truepoint Inc
Ohio
$531K +$531K +2,697 New
PFM
1040
Parsec Financial Management
North Carolina
$530K +$66K +335 +14%
RW
1041
Rand Wealth
Maryland
$523K -$13.8K -70 -3%
BPCA
1042
Bank Pictet & Cie (Asia)
Singapore
$520K -$792K -4,022 -60%
BHIA
1043
Birch Hill Investment Advisors
Massachusetts
$508K +$45.3K +230 +10%
EWM
1044
Endurance Wealth Management
Rhode Island
$502K -$1.45M -7,369 -74%
CYG
1045
Clean Yield Group
Vermont
$501K
WB
1046
WesBanco Bank
West Virginia
$498K +$196K +996 +65%
SGAM
1047
Steinberg Global Asset Management
Florida
$496K -$17.5K -89 -3%
AWS
1048
Aris Wealth Services
Pennsylvania
$495K +$19.7K +100 +4%
OWP
1049
Obermeyer Wealth Partners
Colorado
$492K -$684K -3,469 -58%
SFPM
1050
Sensible Financial Planning & Management
Massachusetts
$490K +$490K +2,487 New