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SPDR S&P 500 ETF Trust

1,198 hedge funds and large institutions have $131B invested in SPDR S&P 500 ETF Trust in 2014 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 474 increasing their positions, 498 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
34.62%
Holding in Top 10
383
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.52%
% of All Funds
11.07%
New
98
Increased
474
Reduced
498
Closed
95
Calls
$36.5B
Puts
$74.1B
Net Calls
-$37.6B
Net Calls Change
-$14.5B
Name Holding Trade Value Shares
Change
Shares
Change %
MIP
1051
Marietta Investment Partners
Wisconsin
$343K -$40.2K -215 -10%
SRC
1052
Shufro Rose & Co
New York
$342K
IIA
1053
IPG Investment Advisors
California
$340K -$44.9K -240 -12%
VFP
1054
Verus Financial Partners
Virginia
$339K -$6.35K -34 -2%
CASB
1055
Cape Ann Savings Bank
Massachusetts
$337K +$36.4K +195 +12%
EGA
1056
E&G Advisors
Texas
$337K +$74.9K +400 +29%
CCM
1057
Coe Capital Management
Illinois
$335K -$76.7K -410 -19%
RFA
1058
Reilly Financial Advisors
California
$329K +$26.8K +143 +9%
PCM
1059
Palouse Capital Management
Washington
$328K +$328K +1,756 New
WIC
1060
Whitegate Investment Counselors
New Hampshire
$327K +$327K +1,589 New
GP
1061
Girard Partners
Pennsylvania
$320K +$4.87K +26 +2%
PFC
1062
Poplar Forest Capital
California
$317K +$69.1K +370 +28%
FCCM
1063
First City Capital Management
Georgia
$315K +$23.6K +191 +8%
PCM
1064
Parsons Capital Management
Rhode Island
$314K +$6.36K +34 +2%
BO
1065
BRR OpCo
Ohio
$313K +$62.5K +334 +25%
ZCI
1066
Zevenbergen Capital Investments
Washington
$311K
WPP
1067
Whalerock Point Partners
Rhode Island
$311K
KPCM
1068
Kings Point Capital Management
New York
$309K +$25.3K +135 +9%
FMWA
1069
Forvis Mazars Wealth Advisors
Missouri
$302K -$3.53K -19 -1%
CRC
1070
Curi RMB Capital
Illinois
$301K
PAMG
1071
Patton Albertson Miller Group
Tennessee
$299K -$13.1K -70 -4%
SCA
1072
STALEY CAPITAL ADVISERS
Pennsylvania
$295K
BIC
1073
Bridges Investment Counsel
Nebraska
$295K +$3.75K +20 +1%
CW
1074
Cobiz Wealth
Colorado
$295K +$4.67K +25 +2%
CCM
1075
Carlson Capital Management
Minnesota
$291K +$17.8K +95 +7%