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SPDR S&P 500 ETF Trust

2,195 hedge funds and large institutions have $166B invested in SPDR S&P 500 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 933 increasing their positions, 664 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,195
Holders Change
+278
Holders Change %
+14.5%
% of All Funds
48.98%
Holding in Top 10
691
Holding in Top 10 Change
+109
Holding in Top 10 Change %
+18.73%
% of All Funds
15.42%
New
399
Increased
933
Reduced
664
Closed
99
Calls
$117B
Puts
$166B
Net Calls
-$48.8B
Net Calls Change
+$8.49B
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
2001
Boltwood Capital Management
California
$275K +$91.7K +368 +50%
RI
2002
Rudd International
Florida
$275K +$275K +1,102 New
OCM
2003
Orser Capital Management
Texas
$274K
RWM
2004
Reston Wealth Management
Virginia
$274K +$274K +1,095 New
PFG
2005
Piershale Financial Group
Illinois
$273K +$273K +1,094 New
ACM
2006
AlphaStar Capital Management
North Carolina
$271K +$24.7K +99 +10%
CASB
2007
Cape Ann Savings Bank
Massachusetts
$270K -$51K -186 -16%
HHAA
2008
Henry H. Armstrong Associates
Pennsylvania
$270K
WIM
2009
Westside Investment Management
California
$269K -$6.75M -27,017 -96%
MAM
2010
Morse Asset Management
Connecticut
$268K +$268K +1,072 New
SC
2011
Scholtz & Company
Connecticut
$267K -$336K -1,344 -56%
WTB
2012
Washington Trust Bank
Washington
$267K -$166K -664 -38%
CSA
2013
Cottage Street Advisors
Massachusetts
$267K +$14.5K +58 +6%
TLP
2014
Trinity Legacy Partners
Texas
$267K +$267K +1,070 New
RFO
2015
RiverGlades Family Offices
Florida
$266K -$450K -1,805 -63%
DE
2016
Day & Ennis
Georgia
$266K +$14K +56 +6%
NIC
2017
Northwest Investment Counselors
Oregon
$265K -$35.8K -143 -12%
MIP
2018
Marietta Investment Partners
Wisconsin
$265K -$5K -20 -2%
CM
2019
Columbus Macro
Pennsylvania
$265K +$265K +1,059 New
EMB
2020
Elefante Mark B
$265K +$265K +1,060 New
WSC
2021
Wellington Shields & Co
New York
$262K +$262K +1,050 New
SFWC
2022
Strategic Family Wealth Counselors
New Jersey
$262K +$262K +1,050 New
TNAM
2023
Terra Nova Asset Management
New York
$261K
BI
2024
Ballast Inc
Kentucky
$260K -$64.3K -257 -20%
JA
2025
JVL Associates
Michigan
$258K