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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $180B invested in SPDR S&P 500 ETF Trust in 2020 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 834 increasing their positions, 1,146 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
Holders Change %
0%
% of All Funds
49.29%
Holding in Top 10
720
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-4.89%
% of All Funds
14.8%
New
177
Increased
834
Reduced
1,146
Closed
155
Calls
$142B
Puts
$245B
Net Calls
-$103B
Net Calls Change
-$19.6B
Name Holding Trade Value Shares
Change
Shares
Change %
MSWMA
1201
Market Street Wealth Management Advisors
Indiana
$3.02M +$250K +812 +9%
DWM
1202
Doyle Wealth Management
Florida
$3.02M -$447K -1,450 -13%
MA
1203
Modus Advisors
Minnesota
$3.01M +$1.78M +5,767 +144%
OFS
1204
OneAscent Financial Services
Alabama
$3.01M +$489K +1,586 +19%
HIMC
1205
Heritage Investors Management Corp
Maryland
$3M
SWMG
1206
Sanchez Wealth Management Group
Florida
$3M +$951K +3,084 +46%
PO
1207
Private Ocean
California
$3M -$62.3K -202 -2%
SFFS
1208
Stonehage Fleming Financial Services
Jersey
$2.99M +$692K +2,246 +30%
ODCM
1209
Old Dominion Capital Management
Virginia
$2.98M +$63.2K +205 +2%
CCM
1210
Cox Capital Management
Massachusetts
$2.98M -$531K -1,722 -15%
BFC
1211
Blue Fin Capital
Rhode Island
$2.97M -$184K -596 -6%
CAM
1212
Cozad Asset Management
Illinois
$2.96M +$2.96M +9,610 New
KJHP
1213
K.J. Harrison & Partners
Ontario, Canada
$2.95M -$1.54K -5 -0.1%
SDIC
1214
South Dakota Investment Council
South Dakota
$2.95M -$312M -1,013,330 -99%
Lazard Asset Management
1215
Lazard Asset Management
New York
$2.95M +$900K +2,919 +44%
VHAM
1216
Van Hulzen Asset Management
California
$2.94M -$446K -1,445 -13%
PFG
1217
Pacific Financial Group
Washington
$2.94M
HHMI
1218
Howard Hughes Medical Institute
Maryland
$2.93M -$202M -654,000 -99%
PR
1219
Payden & Rygel
California
$2.93M -$1.91M -6,200 -39%
AWP
1220
Ascent Wealth Partners
New York
$2.92M -$322K -1,045 -10%
MSAM
1221
Moloney Securities Asset Management
Missouri
$2.92M -$47.8K -155 -2%
GVAG
1222
Great Valley Advisor Group
Delaware
$2.91M +$1.51M +4,885 +107%
SC
1223
Steph & Co
Wisconsin
$2.91M -$40.4K -131 -1%
BHTS
1224
Bar Harbor Trust Services
Maine
$2.91M -$32.1K -104 -1%
RT
1225
Rockland Trust
Massachusetts
$2.89M +$27.7K +90 +1%