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SPDR S&P 500 ETF Trust

2,152 hedge funds and large institutions have $178B invested in SPDR S&P 500 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 859 increasing their positions, 881 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,152
Holders Change
+16
Holders Change %
+0.75%
% of All Funds
47.27%
Holding in Top 10
633
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
13.9%
New
120
Increased
859
Reduced
881
Closed
78
Calls
$120B
Puts
$228B
Net Calls
-$108B
Net Calls Change
-$14.8B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1126
Chesapeake Wealth Management
Virginia
$2.89M +$283K +953 +11%
UWM
1127
USAdvisors Wealth Management
Minnesota
$2.88M +$1.44M +4,843 +99%
RIG
1128
Roosevelt Investment Group
New York
$2.86M -$111K -373 -4%
BIG
1129
Boothe Investment Group
Delaware
$2.86M +$651K +2,193 +29%
PA
1130
Perennial Advisors
New York
$2.85M -$393K -1,324 -12%
PO
1131
Private Ocean
California
$2.85M +$78.4K +264 +3%
WA
1132
Waverly Advisors
Alabama
$2.83M +$53.7K +181 +2%
QCG
1133
Quadrant Capital Group
Ohio
$2.83M -$4.82M -16,283 -63%
BFM
1134
Boothbay Fund Management
New York
$2.83M -$2.18M -7,342 -44%
KLI
1135
Kelman-Lazarov Inc
Tennessee
$2.83M -$11.3K -38 -0.4%
SCM
1136
Shelton Capital Management
Colorado
$2.82M -$4.77M -16,073 -63%
RA
1137
Rational Advisors
New York
$2.82M +$2.82M +9,488 New
RMC
1138
Resources Management Corp
Connecticut
$2.81M +$2.81M +9,451 New
BPB
1139
Badgley, Phelps & Bell
Washington
$2.79M -$83.7K -282 -3%
RFWA
1140
RPg Family Wealth Advisory
Massachusetts
$2.78M -$2.03M -6,824 -42%
H
1141
HoyleCohen
California
$2.78M +$54.6K +184 +2%
HSA
1142
HBK Sorce Advisory
Pennsylvania
$2.78M -$74.5K -251 -3%
NEI
1143
Northwest & Ethical Investments
Ontario, Canada
$2.77M +$2.77M +9,345 New
MIM
1144
Macroview Investment Management
Maryland
$2.77M -$150K -504 -5%
PPP
1145
Private Portfolio Partners
New Jersey
$2.76M +$276K +931 +11%
MSAM
1146
Moloney Securities Asset Management
Missouri
$2.74M +$16.9K +57 +0.6%
BCM
1147
BTC Capital Management
Iowa
$2.74M
FWCM
1148
Ferguson Wellman Capital Management
Oregon
$2.74M +$69.7K +235 +3%
OFG
1149
Omega Financial Group
California
$2.73M -$103K -346 -4%
TWM
1150
Torch Wealth Management
Ohio
$2.72M +$43K +145 +2%