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SPDR S&P 500 ETF Trust

1,492 hedge funds and large institutions have $142B invested in SPDR S&P 500 ETF Trust in 2016 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 566 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
39.87%
Holding in Top 10
461
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.44%
% of All Funds
12.32%
New
120
Increased
566
Reduced
625
Closed
98
Calls
$79.6B
Puts
$127B
Net Calls
-$47B
Net Calls Change
+$18.2B
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
1101
Blue Fin Capital
Rhode Island
$799K +$11.1K +53 +1%
FMWA
1102
Forvis Mazars Wealth Advisors
Missouri
$799K +$104K +496 +15%
SFS
1103
Summit Financial Strategies
Ohio
$790K +$13.2K +63 +2%
AF
1104
Allworth Financial
California
$769K +$60.9K +291 +9%
NFG
1105
Nations Financial Group
Iowa
$767K +$118K +562 +18%
JDR
1106
Jay D. Rosenbaum
$766K -$249K -1,188 -25%
WCM
1107
Wealthcare Capital Management
Virginia
$765K +$85.5K +408 +13%
OCM
1108
One Capital Management
California
$756K -$31.4K -150 -4%
PMG
1109
ProVise Management Group
Florida
$749K -$129K -618 -15%
ECM
1110
EagleClaw Capital Management
Massachusetts
$749K
RIG
1111
Roosevelt Investment Group
New York
$747K -$61.6K -294 -8%
O
1112
OppenheimerFunds
New York
$747K +$314K +1,496 +72%
WAM
1113
Weatherly Asset Management
California
$745K +$74.6K +356 +11%
MCM
1114
McMillion Capital Management
North Carolina
$743K -$95.9K -458 -11%
JPMIA
1115
J.P. Marvel Investment Advisors
Massachusetts
$739K
SCA
1116
Stillwater Capital Advisors
Pennsylvania
$738K -$623K -2,975 -46%
JIR
1117
James Investment Research
Ohio
$733K -$105K -500 -13%
RWM
1118
RKL Wealth Management
Pennsylvania
$733K +$392K +1,864 +115%
GJIC
1119
Gamble Jones Investment Counsel
California
$726K -$450K -2,147 -38%
MJRIC
1120
Mogy Joel R Investment Counsel
California
$724K +$30.2K +144 +4%
ST
1121
Somerset Trust
Pennsylvania
$723K +$723K +3,452 New
BWP
1122
Baldwin Wealth Partners
Massachusetts
$722K -$566K -2,702 -44%
MCWS
1123
McKinley Carter Wealth Services
West Virginia
$720K +$245K +1,168 +51%
BHIA
1124
Birch Hill Investment Advisors
Massachusetts
$716K
SGS
1125
Sterling Global Strategies
California
$712K