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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 %
AIA
1026
Avalon Investment & Advisory
Texas
$1.08M +$740K +3,597 +216%
LW
1027
Linscomb Wealth
Texas
$1.08M +$147K +716 +16%
CCG
1028
Cypress Capital Group
Florida
$1.08M -$198K -965 -16%
BEC
1029
Blue Edge Capital
Virginia
$1.07M +$69.7K +339 +7%
KCA
1030
KR Capital Advisors
New York
$1.07M +$1.07M +5,220 New
CCG
1031
Chatham Capital Group
Georgia
$1.07M +$38K +185 +4%
BEAM
1032
Baker Ellis Asset Management
Washington
$1.07M +$56.1K +273 +6%
SFS
1033
Summit Financial Strategies
Ohio
$1.07M +$1.07M +5,197 New
NGA
1034
Naples Global Advisors
Florida
$1.07M -$20.5K -100 -2%
MCM
1035
Mengis Capital Management
Oregon
$1.07M +$1.07M +5,190 New
AA
1036
Apriem Advisors
California
$1.07M -$31.9K -155 -3%
CIP
1037
Cornerstone Investment Partners
Georgia
$1.06M +$1.06M +5,165 New
CA
1038
Cambridge Advisors
Nebraska
$1.06M +$1.06M +5,166 New
RCG
1039
Ruggie Capital Group
Florida
$1.05M +$1.05M +5,116 New
CCT
1040
Capital City Trust
Florida
$1.05M
WPC
1041
Waters Parkerson & Co
Louisiana
$1.04M -$38.6K -188 -4%
WCP
1042
Welch Capital Partners
New York
$1.04M -$20.6K -100 -2%
Luther King Capital Management (LKCM)
1043
Luther King Capital Management (LKCM)
Texas
$1.03M +$130K +632 +14%
BGA
1044
Belmont Global Advisors
Texas
$1.03M +$1.03M +5,000 New
GIM
1045
Guild Investment Management
California
$1.03M -$4.63M -22,510 -82%
CANC
1046
Culbertson A N & Co
Virginia
$1.02M +$41.1K +200 +4%
SWM
1047
SVA Wealth Management
Wisconsin
$1.02M +$82.7K +402 +9%
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$1.02M +$89.8K +437 +10%
BCM
1049
BTR Capital Management
California
$1.02M
Loomis, Sayles & Company
1050
Loomis, Sayles & Company
Massachusetts
$1M +$11.3K +55 +1%