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SPDR S&P 500 ETF Trust

2,430 hedge funds and large institutions have $204B invested in SPDR S&P 500 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 389 funds opening new positions, 890 increasing their positions, 901 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+278
Holders Change %
+12.92%
% of All Funds
47.99%
Holding in Top 10
744
Holding in Top 10 Change
+111
Holding in Top 10 Change %
+17.54%
% of All Funds
14.69%
New
389
Increased
890
Reduced
901
Closed
75
Calls
$125B
Puts
$238B
Net Calls
-$114B
Net Calls Change
-$5.27B
Name Holding Trade Value Shares
Change
Shares
Change %
RGC
1151
Roberts, Glore & Co
Illinois
$3.9M +$748K +2,324 +24%
BRG
1152
Bay Rivers Group
Virginia
$3.9M +$3.9M +12,115 New
NGA
1153
Naples Global Advisors
Florida
$3.89M +$169K +524 +5%
PCA
1154
Personal Capital Advisors
California
$3.89M +$268K +832 +7%
CGH
1155
Crossmark Global Holdings
Texas
$3.87M +$2.96M +9,204 +327%
AW
1156
Alpha Windward
Massachusetts
$3.84M +$109K +338 +3%
ZF
1157
Zhang Financial
Michigan
$3.84M +$86.3K +267 +2%
CHAM
1158
Clear Harbor Asset Management
Connecticut
$3.84M -$50.9K -158 -1%
CGL
1159
Clarius Group LLC
Washington
$3.84M +$51.5K +157 +1%
WA
1160
Waddell & Associates
Tennessee
$3.83M -$4.51K -14 -0.1%
ONST
1161
Old North State Trust
North Carolina
$3.83M +$52.1K +162 +1%
GC
1162
Gratus Capital
Georgia
$3.82M -$4.51K -14 -0.1%
AWM
1163
Aries Wealth Management
Maine
$3.81M +$29.4K +91 +0.8%
WAM
1164
Wallington Asset Management
Indiana
$3.79M -$178K -547 -4%
CMI
1165
Clare Market Investments
Texas
$3.79M +$2.06M +6,408 +119%
RPWA
1166
Regent Peak Wealth Advisors
Georgia
$3.79M +$3.79M +11,766 New
SWM
1167
SeaCrest Wealth Management
New York
$3.77M +$365K +1,135 +11%
PFA
1168
Professional Financial Advisors
Nebraska
$3.75M +$3.75M +11,637 New
FSWA
1169
Financial Synergies Wealth Advisors
Texas
$3.74M +$644 +2 +0%
BEC
1170
Blue Edge Capital
Virginia
$3.73M -$569K -2,106 -13%
NPT
1171
Nixon Peabody Trust
Massachusetts
$3.72M -$128K -399 -3%
PFG
1172
Pacific Financial Group
Washington
$3.72M -$568K -1,764 -13%
ZIC
1173
ZWJ Investment Counsel
Georgia
$3.72M +$2.01M +6,259 +118%
TFGT
1174
TS Financial Group (TSFG)
Illinois
$3.72M -$34.4K -107 -0.9%
DWM
1175
Doyle Wealth Management
Florida
$3.7M +$99.1K +308 +3%