SPY icon

SPDR S&P 500 ETF Trust

2,136 hedge funds and large institutions have $176B invested in SPDR S&P 500 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 816 increasing their positions, 902 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
+8
Holders Change %
+0.38%
% of All Funds
46.47%
Holding in Top 10
631
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.32%
% of All Funds
13.73%
New
118
Increased
816
Reduced
902
Closed
83
Calls
$123B
Puts
$216B
Net Calls
-$93.4B
Net Calls Change
-$5.88B
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
1976
Willow Creek Wealth Management
California
$272K
SC
1977
Schoolcraft Capital
Colorado
$271K -$254K -867 -48%
FLA
1978
Financial Life Advisors
Texas
$269K -$6.75K -23 -2%
MMM
1979
Mendel Money Management
Illinois
$267K +$267K +912 New
AAP
1980
Arax Advisory Partners
Colorado
$265K +$265K +904 New
RPA
1981
Rock Point Advisors
Vermont
$264K -$22K -75 -8%
CASB
1982
Cape Ann Savings Bank
Massachusetts
$264K -$2.93K -10 -1%
WA
1983
Wealthstar Advisors
Texas
$264K
IC
1984
Inscription Capital
Texas
$264K +$32.7K +115 +14%
DC
1985
DeDora Capital
California
$263K
CAM
1986
Chesapeake Asset Management
New York
$262K +$41.1K +140 +19%
DLCIG
1987
D.L. Carlson Investment Group
New Hampshire
$261K -$6.73K -23 -3%
MWM
1988
MinichMacGregor Wealth Management
New York
$260K
RWG
1989
Regal Wealth Group
California
$258K +$879 +3 +0.3%
KB
1990
Kimelman & Baird
New York
$256K
LPWM
1991
Lake Point Wealth Management
Texas
$256K
VSWA
1992
Vontobel Swiss Wealth Advisors
Switzerland
$255K -$68.9K -235 -21%
FM
1993
Foster & Motley
Ohio
$255K
XSC
1994
X-Square Capital
Puerto Rico
$255K +$293 +1 +0.1%
BFM
1995
Broadview Financial Management
Wisconsin
$253K -$18.7K -64 -7%
PCA
1996
Peddock Capital Advisors
Massachusetts
$251K
BCM
1997
Brookmont Capital Management
Texas
$249K +$880 +3 +0.4%
FSA
1998
Financial Sense Advisors
California
$248K +$248K +847 New
DLHL
1999
Donald L. Hagan LLC
Florida
$247K
AA
2000
Altman Advisors
Illinois
$246K -$226K -772 -48%