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SPDR S&P 500 ETF Trust

1,913 hedge funds and large institutions have $171B invested in SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 745 increasing their positions, 841 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.91%
Holding in Top 10
610
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14%
New
145
Increased
745
Reduced
841
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1326
Edge Wealth Management
New York
$1.09M +$457K +1,736 +73%
AMIM
1327
Aull & Monroe Investment Management
Alabama
$1.09M +$52.6K +200 +5%
UWM
1328
USAdvisors Wealth Management
Minnesota
$1.08M +$203K +773 +23%
Nomura Holdings
1329
Nomura Holdings
Japan
$1.08M -$1.62M -6,205,414 -60%
LWS
1330
Lucia Wealth Services
California
$1.07M +$591K +2,247 +123%
PAMG
1331
Patton Albertson Miller Group
Tennessee
$1.07M -$4.74K -18 -0.4%
SFSIG
1332
San Francisco Sentry Investment Group
California
$1.07M +$57.6K +219 +6%
BFO
1333
Biltmore Family Office
North Carolina
$1.07M -$19.8K -75 -2%
SAM
1334
Sompo Asset Management
Japan
$1.06M -$7.03M -26,730 -87%
OCM
1335
One Capital Management
California
$1.06M +$15K +57 +1%
WF
1336
WealthTrust Fairport
Ohio
$1.04M +$12.1K +46 +1%
GH
1337
GAM Holding
Switzerland
$1.04M +$1.04M +3,952 New
BONST
1338
Bank of Nova Scotia Trust
Ontario, Canada
$1.04M -$134K -510 -11%
CA
1339
Cambridge Advisors
Nebraska
$1.04M +$13.2K +50 +1%
CRWM
1340
Castle Rock Wealth Management
California
$1.04M +$264K +1,002 +34%
HPC
1341
Hobart Private Capital
North Carolina
$1.03M +$64.2K +244 +7%
SAS
1342
Sage Advisory Services
Texas
$1.03M +$1.03M +3,900 New
EK
1343
Evensky & Katz
Florida
$1.03M -$265K -1,008 -21%
OIM
1344
Orca Investment Management
Oregon
$1.03M -$314K -1,193 -23%
SLF
1345
Sun Life Financial
Ontario, Canada
$1.02M -$3.77M -991,287 -79%
LGWM
1346
Litman Gregory Wealth Management
California
$1.02M
SHWM
1347
Smith & Howard Wealth Management
Georgia
$1.02M +$171K +650 +20%
GWS
1348
Glassman Wealth Services
Virginia
$1.02M +$293K +1,113 +40%
BFPW
1349
BOK Financial Private Wealth
Colorado
$1.02M -$65.8K -250 -6%
SS
1350
Sunbelt Securities
Texas
$1.02M +$5.26K +20 +0.5%