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SPDR S&P 500 ETF Trust

1,917 hedge funds and large institutions have $188B invested in SPDR S&P 500 ETF Trust in 2018 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 772 increasing their positions, 768 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,917
Holders Change
+19
Holders Change %
+1%
% of All Funds
43.9%
Holding in Top 10
582
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.85%
% of All Funds
13.33%
New
105
Increased
772
Reduced
768
Closed
73
Calls
$155B
Puts
$212B
Net Calls
-$57.3B
Net Calls Change
+$1.85B
Name Holding Trade Value Shares
Change
Shares
Change %
CFIC
1226
City Financial Investment Company
United Kingdom
$1.45M -$84.5M -290,715 -98%
ZIC
1227
ZWJ Investment Counsel
Georgia
$1.45M +$466K +1,601 +47%
RPG
1228
Resource Planning Group
Georgia
$1.45M +$1.45M +4,971 New
IC
1229
Inverness Counsel
New York
$1.44M -$1.36M
AWA
1230
AmeriServ Wealth Advisors
Pennsylvania
$1.43M -$3.78K -13 -0.3%
CAM
1231
Crestone Asset Management
Colorado
$1.43M -$31.1K -107 -2%
MCM
1232
Mengis Capital Management
Oregon
$1.42M +$494K +1,700 +53%
CCM
1233
Compton Capital Management
Rhode Island
$1.42M
AWE
1234
Avidian Wealth Enterprises
Texas
$1.42M +$1.42M +4,873 New
ELC
1235
Edgar Lomax Company
Virginia
$1.41M
T. Rowe Price Associates
1236
T. Rowe Price Associates
Maryland
$1.41M
FC
1237
Fulcrum Capital
Washington
$1.41M +$121K +415 +9%
RWA
1238
Ropes Wealth Advisors
Massachusetts
$1.4M +$49.7K +171 +4%
MS
1239
Marshall & Sullivan
Washington
$1.4M
AMIM
1240
Aull & Monroe Investment Management
Alabama
$1.4M +$161K +553 +13%
PAM
1241
Peninsula Asset Management
Florida
$1.4M -$79.9K -275 -5%
EAMA
1242
EFG Asset Management (Americas)
Florida
$1.4M -$1.33M -4,581 -49%
APG
1243
Abacus Planning Group
South Carolina
$1.39M +$83.4K +287 +6%
TP
1244
Truvvo Partners
New York
$1.38M
CCG
1245
Chatham Capital Group
Georgia
$1.38M +$14.5K +50 +1%
PGWM
1246
Parisi Gray Wealth Management
New Jersey
$1.38M +$291 +1 +0%
RMAM
1247
Raab & Moskowitz Asset Management
New Jersey
$1.37M -$23.8K -82 -2%
BCWM
1248
Blue Chip Wealth Management
Florida
$1.37M
HA
1249
Halsey Associates
Connecticut
$1.37M +$229K +787 +20%
BWM
1250
Brickley Wealth Management
California
$1.37M +$1.37M +4,699 New