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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 %
CSPIA
1926
Cary Street Partners Investment Advisory
Virginia
$654K +$654K +2,032 New
AC
1927
Arjuna Capital
North Carolina
$650K +$3.22K +10 +0.5%
PCM
1928
Penserra Capital Management
California
$648K +$251K +781 +63%
CDH
1929
Charles D. Hyman
$645K +$35.7K +111 +6%
PAMU
1930
Pictet Asset Management (UK)
United Kingdom
$644K
LOPW
1931
Live Oak Private Wealth
North Carolina
$644K +$644K +2,000 New
Mawer Investment Management
1932
Mawer Investment Management
Alberta, Canada
$644K +$644K +2,002 New
SFSG
1933
Stearns Financial Services Group
North Carolina
$643K -$4.51K -14 -0.7%
HFP
1934
Holistic Financial Partners
Indiana
$641K +$30.3K +94 +5%
LPT
1935
Legacy Private Trust
Wisconsin
$638K +$65.4K +203 +11%
TSS
1936
Thomas Story & Son
Indiana
$637K
SCM
1937
Sirios Capital Management
Massachusetts
$635K +$606K +1,883 +2,116%
AFAS
1938
Acorn Financial Advisory Services
Virginia
$630K +$630K +1,958 New
VIP
1939
Vantage Investment Partners
Missouri
$629K
BC
1940
Brio Consultants
California
$628K +$1.61K +5 +0.3%
AWM
1941
Altavista Wealth Management
North Carolina
$627K +$643 +2 +0.1%
CFN
1942
Cordasco Financial Network
Florida
$626K -$65.9K -205 -10%
MFT
1943
Moisand Fitzgerald Tamayo
Florida
$626K -$2.58K -8 -0.4%
GWCM
1944
Godshalk Welsh Capital Management
Pennsylvania
$623K -$9.02K -28 -1%
HA
1945
HYA Advisors
Missouri
$623K +$623K +1,935 New
VBFP
1946
Valtinson Bruner Financial Planning
Minnesota
$622K +$160K +494 +35%
MSA
1947
Marino Stram & Associates
Massachusetts
$621K +$240K +745 +63%
WU
1948
Wealthsimple US
New York
$620K +$620K +1,927 New
DC
1949
Diametric Capital
Massachusetts
$619K -$2.91M -9,047 -82%
NIM
1950
NuWave Investment Management
New Jersey
$619K -$342K -1,063 -36%