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SPDR S&P 500 ETF Trust

1,394 hedge funds and large institutions have $164B invested in SPDR S&P 500 ETF Trust in 2015 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 589 increasing their positions, 529 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,394
Holders Change
+17
Holders Change %
+1.23%
% of All Funds
38.96%
Holding in Top 10
429
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.66%
% of All Funds
11.99%
New
123
Increased
589
Reduced
529
Closed
92
Calls
$62.3B
Puts
$102B
Net Calls
-$40.1B
Net Calls Change
+$12.9B
Name Holding Trade Value Shares
Change
Shares
Change %
MDSL
1076
M.D. Sass LLC
New York
$687K
LIC
1077
Lodestar Investment Counsel
Illinois
$685K +$57.5K +300 +9%
FMWA
1078
Forvis Mazars Wealth Advisors
Missouri
$675K -$9.39K -49 -1%
SHWM
1079
Smith & Howard Wealth Management
Georgia
$672K -$378K -1,970 -36%
DLG
1080
Daniel L. Goodwin
$671K +$671K +3,500 New
CIP
1081
Chartwell Investment Partners
Pennsylvania
$670K -$747K -3,900 -53%
AI
1082
Accredited Investors
Minnesota
$668K +$18.6K +97 +3%
PP
1083
Palladium Partners
Virginia
$666K -$34.9K -182 -5%
CW
1084
Cabot-Wellington
Massachusetts
$659K -$13.4K -70 -2%
WF
1085
WealthTrust Fairport
Ohio
$657K -$122K -635 -16%
SFPM
1086
Sensible Financial Planning & Management
Massachusetts
$654K
MJRIC
1087
Mogy Joel R Investment Counsel
California
$653K -$17.6K -92 -3%
OC
1088
Oarsman Capital
Wisconsin
$653K +$44.1K +230 +7%
OWP
1089
Obermeyer Wealth Partners
Colorado
$653K +$103K +539 +19%
BAS
1090
Brown Advisory Securities
Maryland
$638K -$339K -1,767 -35%
ECM
1091
Ensemble Capital Management
California
$637K
BCM
1092
BTR Capital Management
California
$634K -$105K -550 -14%
SKK
1093
Shepherd Kaplan Krochuk
Massachusetts
$632K +$249K +1,300 +65%
CPO
1094
Cerity Partners OCIO
New York
$631K -$12.5K -65 -2%
JWA
1095
JFS Wealth Advisors
Pennsylvania
$629K -$71.1K -371 -10%
ELC
1096
Edgar Lomax Company
Virginia
$629K
KTC
1097
Kistler-Tiffany Companies
Pennsylvania
$624K +$546 +2 +0.1%
JIR
1098
James Investment Research
Ohio
$623K
ACM
1099
Alpha Capital Management
Texas
$623K +$87.8K +458 +16%
OA
1100
Outfitter Advisors
Virginia
$621K -$19.2K -100 -3%