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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 %
PI
1301
PFS Investments
Georgia
$2.73M -$63.4K -197 -2%
MWM
1302
Modera Wealth Management
New Jersey
$2.73M -$15.8K -49 -0.6%
MC
1303
Middleton & Co
Massachusetts
$2.72M -$106K -330 -4%
CCM
1304
Cribstone Capital Management
Maine
$2.72M -$33.5K -104 -1%
RMC
1305
Regis Management Company
California
$2.71M -$134K -417 -5%
BDF
1306
Balasa Dinverno & Foltz
$2.71M -$118K -368 -4%
JWBC
1307
John W. Brooker & Co
California
$2.7M +$2.7M +8,374 New
SAG
1308
Spotlight Asset Group
Illinois
$2.69M +$2.69M +9,661 New
AI
1309
Accredited Investors
Minnesota
$2.68M -$77.6K -241 -3%
SCM
1310
Schnieders Capital Management
California
$2.68M +$245K +760 +10%
S
1311
Surevest
California
$2.68M +$152K +473 +6%
BAM
1312
Blueshift Asset Management
New Jersey
$2.67M -$16.9M -52,409 -86%
CAM
1313
CenterStar Asset Management
Illinois
$2.67M -$1.17M
MMHP
1314
Murphy Middleton Hinkle & Parker
Georgia
$2.66M +$11.9K +37 +0.4%
HCMT
1315
Highland Capital Management (Tennessee)
Tennessee
$2.66M
RMAM
1316
Raab & Moskowitz Asset Management
New Jersey
$2.65M -$71.8K -223 -3%
MIAS
1317
Mason Investment Advisory Services
Virginia
$2.65M +$6.12K +19 +0.2%
TWA
1318
TCI Wealth Advisors
Arizona
$2.65M +$416K +1,292 +19%
GKWIM
1319
Gerber Kawasaki Wealth & Investment Management
California
$2.65M +$719K +2,233 +37%
MC
1320
Mathes Company
New York
$2.64M
BMO
1321
Beck Mack & Oliver
New York
$2.64M +$27.4K +85 +1%
PFM
1322
Parsec Financial Management
North Carolina
$2.64M -$47.6K -148 -2%
BPM
1323
Bowling Portfolio Management
Ohio
$2.63M +$121K +376 +5%
CBFP
1324
Cedar Brook Financial Partners
Ohio
$2.62M -$2.35M -7,304 -47%
SFG
1325
Summit Financial Group
West Virginia
$2.62M -$75.6K -235 -3%