SPY icon

SPDR S&P 500 ETF Trust

1,908 hedge funds and large institutions have $188B invested in SPDR S&P 500 ETF Trust in 2017 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 657 increasing their positions, 695 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
+250
Holders Change %
+15.08%
% of All Funds
43.33%
Holding in Top 10
616
Holding in Top 10 Change
+110
Holding in Top 10 Change %
+21.74%
% of All Funds
13.99%
New
345
Increased
657
Reduced
695
Closed
77
Calls
$95B
Puts
$214B
Net Calls
-$119B
Net Calls Change
-$16B
Name Holding Trade Value Shares
Change
Shares
Change %
FLII
1651
First Long Island Investors
New York
$395K
CWA
1652
Cypress Wealth Advisors
California
$393K -$546K -2,043 -58%
ML
1653
McAdam LLC
Pennsylvania
$390K
VAM
1654
Verity Asset Management
North Carolina
$387K +$122K +431 +46%
AP
1655
Advisor Partners
California
$385K -$1.61M -5,746 -81%
IT
1656
Independence Trust
Tennessee
$385K
DWM
1657
Darwin Wealth Management
Florida
$385K +$96.6K +361 +33%
WIC
1658
Whitegate Investment Counselors
New Hampshire
$382K -$40.1K -150 -9%
ISB
1659
Iowa State Bank
Iowa
$382K -$28K -105 -7%
AHB
1660
Abner Herrman & Brock
New Jersey
$381K -$20K -75 -5%
DLHL
1661
Donald L. Hagan LLC
Florida
$380K +$380K +1,424 New
BAAM
1662
Baker Avenue Asset Management
California
$375K +$135K +508 +57%
SC
1663
Searle & Co
Connecticut
$374K
MSFP
1664
Mark Sheptoff Financial Planning
Connecticut
$372K
NIC
1665
Northwest Investment Counselors
Oregon
$372K +$232K +869 +165%
CFN
1666
Cordasco Financial Network
Florida
$371K
TAM
1667
Tealwood Asset Management
Minnesota
$368K -$6.13K -23 -2%
CIA
1668
CCM Investment Advisers
South Carolina
$365K +$131K +490 +56%
PWS
1669
Peloton Wealth Strategists
Indiana
$364K -$109K -408 -23%
DR
1670
Davis Rea
Ontario, Canada
$362K +$26.8K +100 +8%
SWMG
1671
Sanchez Wealth Management Group
Florida
$362K +$362K +1,320 New
CG
1672
CFO4Life Group
Texas
$360K -$9.88K -37 -3%
PFO
1673
Pathstone Family Office
New Jersey
$357K -$351K -1,328 -50%
CASB
1674
Cape Ann Savings Bank
Massachusetts
$355K +$355K +1,331 New
BHWM
1675
Bar Harbor Wealth Management
New Hampshire
$354K