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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $175B invested in SPDR S&P 500 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,061 increasing their positions, 958 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
-32
Holders Change %
-1.32%
% of All Funds
52.97%
Holding in Top 10
757
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.75%
% of All Funds
16.72%
New
201
Increased
1,061
Reduced
958
Closed
196
Calls
$163B
Puts
$247B
Net Calls
-$83.6B
Net Calls Change
+$29.9B
Name Holding Trade Value Shares
Change
Shares
Change %
WU
1976
Wealthsimple US
New York
$498K +$1.55K +6 +0.3%
EFL
1977
ERn Financial LLC
Wisconsin
$498K +$50.5K +196 +11%
HFM
1978
Harvest Fund Management
China
$497K +$497K +2,000 New
Betterment LLC
1979
Betterment LLC
New York
$493K -$45.1K -175 -8%
AOWM
1980
Alpha Omega Wealth Management
Virginia
$493K +$91.3K +354 +23%
P
1981
&Partners
Tennessee
$493K +$126K +490 +34%
BIP
1982
Brandes Investment Partners
California
$493K +$493K +1,913 New
LCAM
1983
London & Capital Asset Management
United Kingdom
$492K
PA
1984
PSI Advisors
Florida
$490K +$148K +575 +43%
CM
1985
Caption Management
Oklahoma
$490K +$490K +1,900 New
CYG
1986
Clean Yield Group
Vermont
$488K +$38.6K +150 +9%
PC
1987
Permanens Capital
New York
$488K +$179K +696 +58%
FI
1988
Financial Insights
Washington
$487K +$487K +1,888 New
WIA
1989
Westbourne Investment Advisors
Maryland
$485K +$5.41K +21 +1%
CFG
1990
Cooper Financial Group
California
$482K +$482K +1,872 New
CPSC
1991
Carl P. Sherr & Co
Massachusetts
$481K
PCTC
1992
Perkins Coie Trust Company
Washington
$480K
PWS
1993
Private Wealth Strategies
Ohio
$480K +$1.8K +7 +0.4%
DP
1994
Dearborn Partners
Illinois
$479K -$100K -388 -17%
LPT
1995
Legacy Private Trust
Wisconsin
$478K -$32.2K -125 -6%
SFG
1996
Sather Financial Group
Texas
$477K +$477K +1,851 New
QWM
1997
QP Wealth Management
New Jersey
$476K -$43.2K -155 -8%
MLFP
1998
MPS Loria Financial Planners
Illinois
$475K +$515 +2 +0.1%
RPG
1999
Resource Planning Group
Georgia
$473K -$95.1K -369 -17%
PA
2000
Parkside Advisors
California
$472K