SPY icon

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 %
MWA
1501
Martel Wealth Advisors
Washington
$1.76M -$137K -425 -7%
EK
1502
Evensky & Katz
Florida
$1.73M -$58.9K -183 -3%
RP
1503
Rice Partnership
Hawaii
$1.72M +$205K +636 +13%
TP
1504
Tranquility Partners
Tennessee
$1.72M -$66.6K -207 -4%
TSWM
1505
Triangle Securities Wealth Management
North Carolina
$1.71M -$18.7K -58 -1%
T2I
1506
Turim 21 Investimentos
Brazil
$1.71M -$142K -442 -8%
KPCM
1507
Kings Point Capital Management
New York
$1.71M +$860K +2,673 +102%
GC
1508
Giverny Capital
Quebec, Canada
$1.7M
PFC
1509
Phocas Financial Corp
California
$1.7M -$1.57M
EHC
1510
Everett Harris & Co
California
$1.7M -$4.83K -15 -0.3%
ACA
1511
Aptus Capital Advisors
Alabama
$1.7M -$9.23K -29 -0.5%
RWA
1512
Ropes Wealth Advisors
Massachusetts
$1.69M -$357K -1,110 -17%
F
1513
F3Logic
Minnesota
$1.69M -$104K -323 -6%
PVWM
1514
Point View Wealth Management
New Jersey
$1.69M +$1.47M +4,566 +663%
CPP
1515
Crow Point Partners
Massachusetts
$1.69M +$47.3K +432 +3%
TW
1516
TrinityPoint Wealth
Connecticut
$1.69M +$449K +1,396 +36%
CWA
1517
Core Wealth Advisors
Florida
$1.69M +$1.69M +5,245 New
IP
1518
Investment Partners
Ohio
$1.68M +$2.25K +7 +0.1%
DIA
1519
Dana Investment Advisors
Wisconsin
$1.68M +$1.06M +3,289 +170%
UWM
1520
USAdvisors Wealth Management
Minnesota
$1.68M -$1.44M -4,490 -46%
AFM
1521
Andesa Financial Management
Pennsylvania
$1.68M +$1.29M +4,008 +329%
TFA
1522
Toth Financial Advisory
Virginia
$1.68M +$211K +657 +14%
1NWS
1523
1 North Wealth Services
Maryland
$1.68M -$19.6K -61 -1%
TF
1524
Tompkins Financial
New York
$1.68M +$1.22M +3,797 +268%
BC
1525
Burney Company
Virginia
$1.68M +$99.1K +308 +6%