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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $175B invested in SPDR S&P 500 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,061 increasing their positions, 958 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
-32
Holders Change %
-1.32%
% of All Funds
52.97%
Holding in Top 10
757
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.75%
% of All Funds
16.72%
New
201
Increased
1,061
Reduced
958
Closed
196
Calls
$163B
Puts
$247B
Net Calls
-$83.6B
Net Calls Change
+$29.9B
Name Holding Trade Value Shares
Change
Shares
Change %
BFIC
1751
Bedell Frazier Investment Counselling
California
$818K -$780K -3,025 -49%
SFSG
1752
Stearns Financial Services Group
North Carolina
$817K +$302K +1,171 +59%
FAT
1753
First American Trust
California
$816K +$81.9K +318 +11%
CIC
1754
Chilton Investment Company
Connecticut
$816K +$816K +3,165 New
PS
1755
Portfolio Solutions
Michigan
$814K +$39.9K +155 +5%
BCFS
1756
Butensky & Cohen Financial Security
Florida
$812K +$13.7K +53 +2%
Kayne Anderson Rudnick Investment Management
1757
Kayne Anderson Rudnick Investment Management
California
$811K -$632K -2,451 -44%
GLR
1758
Great Lakes Retirement
Ohio
$809K -$104K -403 -11%
BFIM
1759
Beese Fulmer Investment Management
Ohio
$807K +$432K +1,675 +115%
SIM
1760
Sadoff Investment Management
Wisconsin
$804K +$446K +1,730 +124%
LWA
1761
LWS Wealth Advisors
New Jersey
$803K -$90.2K -350 -10%
CST
1762
Charles Schwab Trust
Nevada
$802K -$79.1K -307 -9%
LFPWM
1763
Leicht Financial Planning & Wealth Management
New Jersey
$802K +$802K +3,112 New
IAA
1764
Independent Advisor Alliance
North Carolina
$801K -$32.1M -124,399 -98%
TC
1765
Truvestments Capital
Florida
$801K +$403K +1,563 +101%
DSA
1766
Droms Strauss Advisors
Missouri
$799K -$52.6K -204 -6%
LRIC
1767
Long Road Investment Counsel
Michigan
$798K -$209K -811 -21%
BWM
1768
BCS Wealth Management
Tennessee
$797K +$112K +435 +16%
NC
1769
NovaPoint Capital
Georgia
$793K +$12.4K +48 +2%
SMDAM
1770
Sumitomo Mitsui DS Asset Management
Japan
$790K -$3.55M -13,781 -82%
CDIA
1771
Capital Directions Investment Advisors
Georgia
$786K -$25.8K -100 -3%
RFO
1772
RiverGlades Family Offices
Florida
$785K +$64.5K +250 +9%
TWM
1773
Titus Wealth Management
California
$784K +$22.2K +86 +3%
AC
1774
Addenda Capital
Quebec, Canada
$782K -$28.8M -111,497 -97%
MSFP
1775
Mark Sheptoff Financial Planning
Connecticut
$781K -$255K -990 -25%