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SPDR S&P 500 ETF Trust

1,913 hedge funds and large institutions have $171B invested in SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 745 increasing their positions, 841 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.91%
Holding in Top 10
610
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14%
New
145
Increased
745
Reduced
841
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Shares
Change %
FLII
2001
First Long Island Investors
New York
-$395K -1,481 Closed
DLHL
2002
Donald L. Hagan LLC
Florida
-$380K -1,424 Closed
TC
2003
TradeLink Capital
Illinois
-$237K -1,384 Closed
VAM
2004
Verity Asset Management
North Carolina
-$387K -1,372 Closed
CIA
2005
CCM Investment Advisers
South Carolina
-$365K -1,370 Closed
PWS
2006
Peloton Wealth Strategists
Indiana
-$364K -1,365 Closed
MCP
2007
Martin Capital Partners
Oregon
-$346K -1,295 Closed
HCA
2008
Hillview Capital Advisors
Pennsylvania
-$333K -1,245 Closed
BCM
2009
Becker Capital Management
Oregon
-$322K -1,205 Closed
HFM
2010
Hartford Financial Management
Connecticut
-$293K -1,100 Closed
BCM
2011
Birmingham Capital Management
Alabama
-$291K -1,089 Closed
Wealth Enhancement Advisory Services
2012
Wealth Enhancement Advisory Services
Minnesota
-$294K -1,057 Closed
PHK
2013
Point72 Hong Kong
Hong Kong
-$271K -1,017 Closed
HFS
2014
Haverford Financial Services
Pennsylvania
-$270K -1,011 Closed
PG
2015
PEAK6 Group
Illinois
-$267K -1,000 Closed
Charles Schwab
2016
Charles Schwab
California
-$264K -996 Closed
WIC
2017
Woodmont Investment Counsel
Tennessee
-$249K -933 Closed
Russell Investments Group
2018
Russell Investments Group
United Kingdom
-$241K -900 Closed
BIP
2019
Brandes Investment Partners
California
-$228K -856 Closed
GF
2020
Goodman Financial
Texas
-$224K -838 Closed
WI
2021
WrapManager Inc
California
-$218K -817 Closed
MKC
2022
M. Kraus & Co
Vermont
-$211K -792 Closed
CWM
2023
Cahaba Wealth Management
Georgia
-$210K -790 Closed
AMG
2024
Advisors Management Group
Wisconsin
-$210K -786 Closed
FA
2025
FC Advisory
Pennsylvania
-$200K -751 Closed