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SPDR S&P 500 ETF Trust

1,913 hedge funds and large institutions have $171B invested in SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 745 increasing their positions, 841 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.91%
Holding in Top 10
610
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14%
New
145
Increased
745
Reduced
841
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1201
Chesapeake Wealth Management
Virginia
$1.56M +$1.56M +5,918 New
Koshinski Asset Management
1202
Koshinski Asset Management
Illinois
$1.56M -$272K -1,035 -15%
IC
1203
Inverness Counsel
New York
$1.56M -$1.76M
AT
1204
Arden Trust
Delaware
$1.55M -$131K -497 -8%
EM
1205
Excalibur Management
Massachusetts
$1.54M -$182K -692 -11%
AMG
1206
Asset Management Group
Connecticut
$1.53M -$15.8K -60 -1%
FMWA
1207
Forvis Mazars Wealth Advisors
Missouri
$1.52M +$5.26K +20 +0.3%
APP
1208
Avantax Planning Partners
Iowa
$1.52M -$182K -691 -11%
VCM
1209
Versant Capital Management
Arizona
$1.51M -$84.7K -322 -5%
RCA
1210
Rowland Carmichael Advisors
Arizona
$1.51M -$34.2K -130 -2%
TCM
1211
Tufton Capital Management
Maryland
$1.5M -$105K -399 -7%
CCM
1212
Carlson Capital Management
Minnesota
$1.5M
NFG
1213
NewFocus Financial Group
Washington
$1.48M
PC
1214
Palo Capital
California
$1.48M -$648K -2,462 -30%
ACM
1215
Alethea Capital Management
Washington
$1.47M +$34.5K +131 +2%
TSWM
1216
Triangle Securities Wealth Management
North Carolina
$1.47M +$397K +1,507 +37%
GAG
1217
GM Advisory Group
New York
$1.47M -$44.8K -170 -3%
BIM
1218
Baldwin Investment Management
Pennsylvania
$1.47M -$32.1K -122 -2%
CAM
1219
Close Asset Management
United Kingdom
$1.47M -$37.1K -144 -2%
SWK
1220
Stephen W. Kidder
$1.47M -$216K -820 -13%
OA
1221
Oxbow Advisors
Texas
$1.47M +$61.3K +233 +4%
RMAM
1222
Raab & Moskowitz Asset Management
New Jersey
$1.46M -$167K -634 -10%
TCB
1223
Texas Capital Bancshares
Texas
$1.46M +$535K +2,033 +58%
CPA
1224
Capital Planning Advisors
California
$1.46M +$158K +600 +12%
AWP
1225
Ascent Wealth Partners
New York
$1.45M +$29.5K +112 +2%