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SPDR S&P 500 ETF Trust

1,898 hedge funds and large institutions have $174B invested in SPDR S&P 500 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 762 increasing their positions, 777 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,898
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
43.51%
Holding in Top 10
587
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.77%
% of All Funds
13.46%
New
107
Increased
762
Reduced
777
Closed
104
Calls
$136B
Puts
$195B
Net Calls
-$59.2B
Net Calls Change
+$47.3B
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1251
Azimuth Capital Management
Michigan
$1.25M +$2.17K +8 +0.2%
VNA
1252
Valley National Advisers
Pennsylvania
$1.25M +$89K +328 +8%
TFA
1253
Toth Financial Advisory
Virginia
$1.24M +$84.3K +311 +7%
BA
1254
BKS Advisors
Michigan
$1.23M -$47.5K -175 -4%
BFO
1255
Biltmore Family Office
North Carolina
$1.22M +$120K +442 +11%
APG
1256
Abacus Planning Group
South Carolina
$1.22M +$1.22M +4,504 New
FI
1257
FormulaFolio Investments
Michigan
$1.22M +$330K +1,218 +37%
FF
1258
Friedenthal Financial
New Jersey
$1.22M -$651K -2,400 -35%
TFO
1259
Tarbox Family Office
California
$1.22M
RPGK
1260
Retirement Planning Group (Kansas)
Kansas
$1.22M +$8.41K +31 +0.7%
LRIC
1261
Long Road Investment Counsel
Michigan
$1.21M -$27.1K -100 -2%
KIA
1262
Kopp Investment Advisors
Minnesota
$1.21M -$54.2K -200 -4%
CAL
1263
Capital Analysts LLC
Pennsylvania
$1.21M +$1.36K +5 +0.1%
EWF
1264
Epstein & White Financial
California
$1.2M +$23.1K +85 +2%
FC
1265
Fulcrum Capital
Washington
$1.2M -$15.7K -58 -1%
VCM
1266
Vivaldi Capital Management
Illinois
$1.2M -$567K -2,090 -32%
BWP
1267
Baldwin Wealth Partners
Massachusetts
$1.2M +$7.06K +26 +0.6%
SSWM
1268
Sheets Smith Wealth Management
North Carolina
$1.2M -$108K -400 -8%
VCM
1269
Vigilant Capital Management
Maine
$1.19M +$302K +1,113 +34%
HPC
1270
Hobart Private Capital
North Carolina
$1.19M +$126K +463 +12%
CT
1271
Coastline Trust
Rhode Island
$1.19M -$21.7K -80 -2%
PCA
1272
Providence Capital Advisors
North Carolina
$1.18M +$907K +3,344 +338%
HIIFS
1273
Harel Insurance Investments & Financial Services
Israel
$1.17M -$3.39M -12,505 -74%
WLIM
1274
White Lighthouse Investment Management
Massachusetts
$1.17M +$26.3K +97 +2%
SHWM
1275
Smith & Howard Wealth Management
Georgia
$1.17M +$117K +433 +11%