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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 %
COLIM
1076
City of London Investment Management
United Kingdom
$915K +$915K +4,451 New
ACI
1077
Alpha Cubed Investments
California
$915K +$915K +4,452 New
BAS
1078
Brown Advisory Securities
Maryland
$911K +$183K +890 +25%
NL
1079
NWAM LLC
Washington
$909K -$28.4K -138 -3%
BFC
1080
Blue Fin Capital
Rhode Island
$893K +$50.4K +245 +6%
FHC
1081
First Houston Capital
Texas
$889K +$41.1K +200 +5%
JWA
1082
JFS Wealth Advisors
Pennsylvania
$883K -$215K -1,047 -20%
KAM
1083
Knightsbridge Asset Management
California
$880K +$880K +4,283 New
EK
1084
Evensky & Katz
Florida
$872K -$7.81K -38 -0.9%
AC
1085
AFAM Capital
Texas
$869K +$869K +4,229 New
PAM
1086
Premier Asset Management
Illinois
$851K -$37K -180 -4%
SFI
1087
SPC Financial Inc
Maryland
$848K
AUB
1088
Atlantic Union Bankshares
Virginia
$844K
HC
1089
Hourglass Capital
Texas
$844K +$38K +185 +5%
TCM
1090
Tradition Capital Management
New Jersey
$841K -$112K -544 -12%
IP
1091
Investment Partners
Ohio
$837K +$837K +4,073 New
CHJWM
1092
Carlton Hofferkamp & Jenks Wealth Management
Texas
$827K +$827K +4,025 New
RIL
1093
Rothschild Investment LLC
Illinois
$824K +$88.2K +429 +12%
OCM
1094
One Capital Management
California
$823K -$14.4K -70 -2%
JWBC
1095
J.W. Burns & Co
New York
$809K +$809K +3,938 New
FWCM
1096
Ferguson Wellman Capital Management
Oregon
$808K +$76.1K +370 +10%
CCM
1097
Crossvault Capital Management
Texas
$805K -$19.5K -95 -2%
GFG
1098
Gray Financial Group
Georgia
$795K +$795K +3,869 New
FC
1099
Forte Capital
New York
$794K -$45.2K -220 -5%
MCM
1100
McMillion Capital Management
North Carolina
$792K +$4.11K +20 +0.5%