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SPDR S&P 500 ETF Trust

2,152 hedge funds and large institutions have $178B invested in SPDR S&P 500 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 859 increasing their positions, 881 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,152
Holders Change
+16
Holders Change %
+0.75%
% of All Funds
47.27%
Holding in Top 10
633
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
13.9%
New
120
Increased
859
Reduced
881
Closed
78
Calls
$120B
Puts
$228B
Net Calls
-$108B
Net Calls Change
-$14.8B
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
1301
Baker Ellis Asset Management
Washington
$1.82M -$106K -357 -5%
NFG
1302
NewFocus Financial Group
Washington
$1.81M
TPA
1303
Trivium Point Advisory
Connecticut
$1.81M -$19.2K -66 -1%
ADL
1304
Asset Dedication LLC
California
$1.81M -$1.06M -3,555 -37%
CCM
1305
Crossvault Capital Management
Texas
$1.81M +$226K +760 +14%
FCA
1306
FLC Capital Advisors
California
$1.8M -$50.4K -170 -3%
CC
1307
Cognios Capital
Kansas
$1.8M
AP
1308
Atwood & Palmer
Missouri
$1.79M +$18.7K +63 +1%
SCM
1309
Southport Capital Management
Tennessee
$1.79M +$3.27K +11 +0.2%
BWI
1310
Beacon Wealthcare Inc
North Carolina
$1.79M +$19K +64 +1%
OFS
1311
OneAscent Financial Services
Alabama
$1.79M +$1.79M +5,828 New
GKWIM
1312
Gerber Kawasaki Wealth & Investment Management
California
$1.78M +$136K +459 +8%
VA
1313
Valmark Advisers
Ohio
$1.77M -$487K -1,642 -22%
WPC
1314
Waters Parkerson & Co
Louisiana
$1.77M +$11.9K +40 +0.7%
PGWM
1315
Parisi Gray Wealth Management
New Jersey
$1.77M +$360K +1,213 +26%
AWM
1316
Avior Wealth Management
Nebraska
$1.77M -$56.4K -190 -3%
FIM
1317
Fernwood Investment Management
Massachusetts
$1.76M +$1.76M +5,940 New
BCA
1318
Bray Capital Advisors
Florida
$1.76M -$29.7K -100 -2%
QCM
1319
Quest Capital Management
Texas
$1.75M -$135K -454 -7%
MWA
1320
Martel Wealth Advisors
Washington
$1.75M -$26.4K -89 -1%
DWA
1321
Dougherty Wealth Advisers
Minnesota
$1.74M +$343K +1,155 +25%
CCFCSB
1322
Cape Cod Five Cents Savings Bank
Massachusetts
$1.74M -$85.8K -289 -5%
LGWM
1323
Litman Gregory Wealth Management
California
$1.74M
BF
1324
Blankinship & Foster
California
$1.73M -$44.5K -150 -3%
AMG
1325
Asset Management Group
Connecticut
$1.73M +$7.72K +26 +0.4%