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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 %
AII
1501
AGF Investments Inc
Ontario, Canada
$1.09M -$704K -2,816 -39%
LFS
1502
Legacy Financial Strategies
Kansas
$1.09M +$70.5K +282 +7%
VNA
1503
Valley National Advisers
Pennsylvania
$1.09M -$60.7K -243 -5%
CC
1504
Callan Capital
California
$1.08M +$13K +52 +1%
PFO
1505
Pathstone Family Office
New Jersey
$1.08M +$177K +710 +20%
Zurich Cantonal Bank
1506
Zurich Cantonal Bank
Switzerland
$1.08M +$825K +3,300 +330%
LA
1507
LVW Advisors
New York
$1.07M +$131K +524 +14%
WBG
1508
Wharton Business Group
Pennsylvania
$1.07M
HA
1509
Halsey Associates
Connecticut
$1.07M -$106K -425 -9%
CHA
1510
Cooper/Haims Advisors
New York
$1.07M +$195K +782 +22%
AIA
1511
Affinity Investment Advisors
California
$1.07M +$1.07M +4,261 New
SFSIG
1512
San Francisco Sentry Investment Group
California
$1.06M +$250 +1 +0%
TWM
1513
Tolleson Wealth Management
Texas
$1.06M +$1.06M +4,193 New
CMI
1514
Clare Market Investments
Texas
$1.05M +$1.05M +4,217 New
DC
1515
Derby & Company
Massachusetts
$1.05M
CI
1516
Cavalier Investments
Georgia
$1.05M +$1.05M +4,200 New
RIG
1517
Renaissance Investment Group
Massachusetts
$1.05M -$22K -88 -2%
EM
1518
Excalibur Management
Massachusetts
$1.05M -$39.5K -158 -4%
AWA
1519
ARS Wealth Advisors
Florida
$1.04M +$810K +3,238 +347%
BFO
1520
Biltmore Family Office
North Carolina
$1.04M +$25.1K +100 +2%
AP
1521
Arlington Partners
Alabama
$1.04M
BONST
1522
Bank of Nova Scotia Trust
Ontario, Canada
$1.03M +$90.3K +361 +10%
VA
1523
Valmark Advisers
Ohio
$1.02M +$148K +592 +17%
PAS
1524
Professional Advisory Services
Florida
$1.02M -$46K -184 -4%
MSWM
1525
Mader & Shannon Wealth Management
Missouri
$1.02M -$13.2M -52,810 -93%