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SPDR S&P 500 ETF Trust

2,136 hedge funds and large institutions have $176B invested in SPDR S&P 500 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 816 increasing their positions, 902 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
+8
Holders Change %
+0.38%
% of All Funds
46.47%
Holding in Top 10
631
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.32%
% of All Funds
13.73%
New
118
Increased
816
Reduced
902
Closed
83
Calls
$123B
Puts
$216B
Net Calls
-$93.4B
Net Calls Change
-$5.88B
Name Holding Trade Value Shares
Change
Shares
Change %
GHA
1326
GW Henssler & Associates
Georgia
$1.63M -$97K -331 -6%
CAM
1327
Close Asset Management
United Kingdom
$1.63M +$246K +840 +18%
EK
1328
Evensky & Katz
Florida
$1.62M -$1.47K -5 -0.1%
GKWIM
1329
Gerber Kawasaki Wealth & Investment Management
California
$1.62M +$19K +65 +1%
CAM
1330
Concorde Asset Management
Michigan
$1.61M +$5.86K +20 +0.4%
BFC
1331
Bedel Financial Consulting
Indiana
$1.61M -$198K -676 -11%
TSWM
1332
Triangle Securities Wealth Management
North Carolina
$1.6M +$174K +586 +12%
CCG
1333
Chatham Capital Group
Georgia
$1.6M +$142K +485 +10%
GM
1334
GeoWealth Management
Illinois
$1.59M +$1.59M +5,439 New
HCMT
1335
Highland Capital Management (Tennessee)
Tennessee
$1.59M
IC
1336
Inverness Counsel
New York
$1.59M -$1.57M
CPA
1337
Capital Planning Advisors
California
$1.59M +$6.74K +23 +0.4%
PFC
1338
Phocas Financial Corp
California
$1.58M -$923K
PWS
1339
Peloton Wealth Strategists
Indiana
$1.58M +$67.3K +502 +4%
ESB
1340
Essex Savings Bank
Connecticut
$1.58M -$126K -430 -7%
TVAMP
1341
Tennessee Valley Asset Management Partners
Tennessee
$1.57M -$30.8K -105 -2%
ACA
1342
Aptus Capital Advisors
Alabama
$1.57M +$1.27M +4,343 +429%
CCM
1343
Crossvault Capital Management
Texas
$1.56M +$35.7K +122 +2%
GC
1344
Gilbert & Cook
Iowa
$1.56M -$12K -41 -0.8%
OLA
1345
Oliver Luxxe Assets
New Jersey
$1.56M +$1.04M +3,515 +204%
GC
1346
Giverny Capital
Quebec, Canada
$1.55M
EMB
1347
Elefante Mark B
$1.55M +$943K +3,219 +156%
SGCA
1348
Steel Grove Capital Advisors
Tennessee
$1.54M +$81.8K +279 +6%
EHC
1349
Everett Harris & Co
California
$1.53M -$58.6K -200 -4%
ZIC
1350
ZWJ Investment Counsel
Georgia
$1.53M +$4.69K +16 +0.3%