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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 %
OC
1951
Oarsman Capital
Wisconsin
$618K +$1.61K +5 +0.3%
IIC
1952
Ironwood Investment Counsel
Arizona
$618K +$193K +600 +45%
FCFS
1953
First Command Financial Services
Texas
$617K
FCB
1954
First Command Bank
Texas
$617K
LCAM
1955
London & Capital Asset Management
United Kingdom
$614K -$41.2K -128 -6%
NL
1956
NKCFO LLC
Illinois
$611K -$25.1K -78 -4%
QWM
1957
QP Wealth Management
New Jersey
$610K +$610K +1,861 New
IAS
1958
IMA Advisory Services
Colorado
$609K
CWM
1959
Cordatus Wealth Management
Pennsylvania
$608K
WAM
1960
Weatherly Asset Management
California
$607K -$366K -1,139 -38%
CSA
1961
Cottage Street Advisors
Massachusetts
$607K +$137K +425 +29%
SFC
1962
SYM Financial Corp
Indiana
$603K +$368K +1,145 +157%
CPSC
1963
Carl P. Sherr & Co
Massachusetts
$601K +$601K +1,866 New
ARMC
1964
American Research & Management Company
Massachusetts
$600K
PCTC
1965
Perkins Coie Trust Company
Washington
$599K
CL
1966
Cabana LLC
Arkansas
$599K +$1.29K +4 +0.2%
WIA
1967
Westbourne Investment Advisors
Maryland
$599K +$215K +667 +56%
CS
1968
Candriam SCA
Luxembourg
$598K -$23K -41 -4%
PWS
1969
Private Wealth Strategies
Ohio
$598K +$598K +1,857 New
MLFP
1970
MPS Loria Financial Planners
Illinois
$593K +$644 +2 +0.1%
HCM
1971
Howard Capital Management
Georgia
$593K +$386K +3,471 +187%
PA
1972
Parkside Advisors
California
$589K -$41.4K -128 -7%
CAN
1973
Claraphi Advisory Network
United States
$584K -$1.13M -3,514 -66%
PI
1974
PHH Investments
Texas
$584K +$35.1K +109 +6%
LWM
1975
Lyell Wealth Management
California
$581K -$32.4K -100 -5%