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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 %
CPSAC
1901
Chas P. Smith & Associates (CPS)
Florida
$694K -$1.61K -5 -0.2%
LFA
1902
Legacy Financial Advisors
Kentucky
$692K -$52.5K -163 -7%
PMG
1903
ProVise Management Group
Florida
$690K +$24.2K +75 +4%
CMP
1904
Courage Miller Partners
Virginia
$689K -$9.33K -29 -1%
DWM
1905
Dorchester Wealth Management
Quebec, Canada
$689K +$57.9K +180 +9%
BAM
1906
Brave Asset Management
New Jersey
$689K +$417K +1,297 +154%
RCM
1907
RB Capital Management
Nevada
$683K -$111K -343 -14%
CBA
1908
Coastal Bridge Advisors
Connecticut
$683K
CWM
1909
Cranbrook Wealth Management
Michigan
$682K
MCWS
1910
McKinley Carter Wealth Services
West Virginia
$680K -$19.3K -60 -3%
VIM
1911
Vista Investment Management
Pennsylvania
$676K -$19K -59 -3%
LDFR
1912
Lehman & Derafelo Financial Resources
Pennsylvania
$674K
DBRC
1913
D.B. Root & Company
Pennsylvania
$673K -$104K -323 -13%
Betterment LLC
1914
Betterment LLC
New York
$672K +$42.5K +132 +7%
HCA
1915
Horan Capital Advisors
Ohio
$669K -$144K -447 -18%
WSCM
1916
Wellington Shields Capital Management
New York
$669K -$7.73K -24 -1%
WEC
1917
Winslow Evans & Crocker
Massachusetts
$664K -$15.5K -48 -2%
FPFS
1918
First Personal Financial Services
North Carolina
$663K -$966 -3 -0.1%
EWM
1919
EPG Wealth Management
Georgia
$659K +$659K +2,047 New
CC
1920
Capital Counsel
New York
$658K
GAMC
1921
Garner Asset Management Corp
Texas
$657K +$1.61K +5 +0.2%
TNB
1922
Thomasville National Bank
Georgia
$656K -$66.3K -206 -9%
SWMG
1923
Sanchez Wealth Management Group
Florida
$656K +$391K +1,216 +148%
HWM
1924
HighMark Wealth Management
Minnesota
$656K +$656K +2,040 New
FC
1925
Fulcrum Capital
Washington
$655K -$1.74M -5,398 -73%