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SPDR S&P 500 ETF Trust

2,195 hedge funds and large institutions have $166B invested in SPDR S&P 500 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 933 increasing their positions, 664 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,195
Holders Change
+278
Holders Change %
+14.5%
% of All Funds
48.98%
Holding in Top 10
691
Holding in Top 10 Change
+109
Holding in Top 10 Change %
+18.73%
% of All Funds
15.42%
New
399
Increased
933
Reduced
664
Closed
99
Calls
$117B
Puts
$166B
Net Calls
-$48.8B
Net Calls Change
+$8.49B
Name Holding Trade Value Shares
Change
Shares
Change %
NNP
1451
Nachman Norwood & Parrott
South Carolina
$1.21M +$1.21M +4,848 New
MWM
1452
Merriman Wealth Management
Washington
$1.21M -$5.86M -23,228 -83%
IP
1453
Investment Partners
Ohio
$1.21M -$6.5K -26 -0.5%
LCM
1454
Logan Capital Management
Pennsylvania
$1.21M +$1.21M +4,824 New
CCM
1455
Compton Capital Management
Rhode Island
$1.21M -$12.5K -50 -1%
ERIM
1456
Eagle Ridge Investment Management
Connecticut
$1.21M +$1.21M +4,822 New
GKWIM
1457
Gerber Kawasaki Wealth & Investment Management
California
$1.2M +$76.7K +307 +7%
MS
1458
Marshall & Sullivan
Washington
$1.2M -$4K -16 -0.3%
UWM
1459
USAdvisors Wealth Management
Minnesota
$1.2M -$66.5K -266 -5%
AA
1460
Apriem Advisors
California
$1.2M -$6.71M -26,847 -85%
PAS
1461
Park Avenue Securities
New York
$1.2M +$754K +2,911 +170%
TP
1462
Truvvo Partners
New York
$1.2M
ZB
1463
Zions Bancorporation
Utah
$1.19M -$322K -1,287 -21%
ECM
1464
Estabrook Capital Management
New York
$1.18M +$501K +2,003 +74%
EAMA
1465
EFG Asset Management (Americas)
Florida
$1.18M -$23.5K -94 -2%
PGWM
1466
Parisi Gray Wealth Management
New Jersey
$1.18M +$248 +1 +0%
SSG
1467
Summit Securities Group
New York
$1.18M +$50K +200 +4%
BWM
1468
Brickley Wealth Management
California
$1.17M
FC
1469
Fulcrum Capital
Washington
$1.17M -$37.5K -150 -3%
DWA
1470
Dougherty Wealth Advisers
Minnesota
$1.17M +$1.17M +4,336 New
HR
1471
Hardy Reed
Mississippi
$1.17M +$1.17M +4,661 New
MF
1472
Manchester Financial
California
$1.16M +$1.16M +4,656 New
B
1473
Bellecapital
Switzerland
$1.16M
WSCM
1474
Wellington Shields Capital Management
New York
$1.16M +$496K +1,982 +75%
CCG
1475
Chatham Capital Group
Georgia
$1.16M -$31.2K -125 -3%