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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 %
RWM
1276
RKL Wealth Management
Pennsylvania
$2.89M
WAAG
1277
Wealth Alliance Advisory Group
Kansas
$2.88M +$3.86K +12 +0.1%
WA1
1278
Wimmer Associates 1
California
$2.87M -$7.72K -24 -0.3%
AAM
1279
Ameraudi Asset Management
New York
$2.87M +$2.87M +8,905 New
HSA
1280
HBK Sorce Advisory
Pennsylvania
$2.86M -$155K -481 -5%
EFS
1281
Essex Financial Services
Connecticut
$2.86M +$703K +2,185 +33%
BG
1282
Berry Group
Massachusetts
$2.83M +$2.83M +8,789 New
GC
1283
Garde Capital
Washington
$2.83M +$249K +851 +10%
GVAG
1284
Great Valley Advisor Group
Delaware
$2.82M +$147K +458 +6%
NCM
1285
Noesis Capital Mangement
Florida
$2.82M +$1.45M +4,498 +105%
KLI
1286
Kelman-Lazarov Inc
Tennessee
$2.82M -$246K -763 -8%
CIAS
1287
Capital Investment Advisory Services
North Carolina
$2.82M +$1.19M +3,699 +73%
BOPW
1288
Brandywine Oak Private Wealth
Pennsylvania
$2.82M -$112K -348 -4%
ACA
1289
Ascension Capital Advisors
Texas
$2.82M +$2.82M +8,755 New
LWMT
1290
Legacy Wealth Management (Tennessee)
Tennessee
$2.81M
FCIM
1291
Fairview Capital Investment Management
California
$2.8M +$40.2K +125 +1%
AIA
1292
Alera Investment Advisors
Illinois
$2.8M +$171K +530 +6%
RMCM
1293
Reynders McVeigh Capital Management
Massachusetts
$2.8M +$75.6K +235 +3%
NL
1294
NWAM LLC
Washington
$2.79M +$8.69K +27 +0.3%
UBV
1295
United Bank (Virginia)
Virginia
$2.77M -$31.9K -99 -1%
LWCFA
1296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.77M +$753K +2,340 +37%
PAIM
1297
Punch & Associates Investment Management
Minnesota
$2.77M +$1.11M +3,446 +67%
FLI
1298
Family Legacy Inc
South Carolina
$2.75M +$58.1K +179 +2%
PTB
1299
Pioneer Trust Bank
Oregon
$2.74M +$351K +1,090 +15%
MWM
1300
Marietta Wealth Management
Georgia
$2.74M