SPY icon

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 %
W
1801
WealthOne
New York
$493K +$493K +1,975 New
TNB
1802
Thomasville National Bank
Georgia
$492K
FCB
1803
First Command Bank
Texas
$492K
FCFS
1804
First Command Financial Services
Texas
$492K
GWCM
1805
Godshalk Welsh Capital Management
Pennsylvania
$491K -$52.5K -210 -10%
LFA
1806
Legacy Financial Advisors
Kentucky
$490K
PWPS
1807
Pinnacle Wealth Planning Services
Ohio
$489K +$207K +827 +73%
CWM
1808
Cedar Wealth Management
California
$487K -$56K -224 -10%
DWM
1809
Dorchester Wealth Management
Quebec, Canada
$487K -$13.8K -55 -3%
AWM
1810
Altavista Wealth Management
North Carolina
$487K
CH
1811
Canton Hathaway
Rhode Island
$485K +$477K +1,909 +6,363%
SWRP
1812
Summit Wealth & Retirement Planning
California
$481K +$481K +1,926 New
SFSG
1813
Stearns Financial Services Group
North Carolina
$480K -$88.4K -354 -16%
GG
1814
Greenwood Gearhart
Arkansas
$480K -$34.2K -137 -7%
MFT
1815
Moisand Fitzgerald Tamayo
Florida
$478K -$41.5K -166 -8%
RA
1816
RFG Advisory
Alabama
$473K -$608K -2,435 -56%
IAS
1817
IMA Advisory Services
Colorado
$473K
DLCIG
1818
D.L. Carlson Investment Group
New Hampshire
$473K +$273K +1,094 +137%
RWA
1819
RGT Wealth Advisors
Texas
$471K -$98.9K -396 -17%
EIG
1820
Ellenbecker Investment Group
Wisconsin
$470K +$46.7K +187 +11%
VAM
1821
Visionary Asset Management
Texas
$469K +$469K +1,873 New
PS
1822
Portfolio Solutions
Michigan
$468K +$468K +1,871 New
PA
1823
Parkside Advisors
California
$467K -$9.85K -39 -2%
FNBOSM
1824
First National Bank of South Miami
Florida
$467K +$467K +1,730 New
ARMC
1825
American Research & Management Company
Massachusetts
$466K