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SPDR S&P 500 ETF Trust

2,128 hedge funds and large institutions have $171B invested in SPDR S&P 500 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 762 increasing their positions, 989 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,128
Holders Change
-67
Holders Change %
-3.05%
% of All Funds
46.13%
Holding in Top 10
646
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.51%
% of All Funds
14%
New
145
Increased
762
Reduced
989
Closed
178
Calls
$103B
Puts
$191B
Net Calls
-$87.6B
Net Calls Change
-$38.7B
Name Holding Trade Value Shares
Change
Shares
Change %
LFGH
2001
Lee Financial Group Hawaii
Hawaii
$242K +$242K +855 New
NED
2002
Nancy E. Dempze
$240K -$28.2K -100 -11%
BCM
2003
Brookmont Capital Management
Texas
$239K
SFA
2004
Semmax Financial Advisors
North Carolina
$238K -$282K -998 -54%
DLHL
2005
Donald L. Hagan LLC
Florida
$238K -$73.4K -260 -24%
EA
2006
Evergreen Advisors
Tennessee
$232K
OIWM
2007
OptiFour Integrated Wealth Management
Virginia
$231K -$20.9K -74 -8%
PVWM
2008
Point View Wealth Management
New Jersey
$231K
ACM
2009
Academy Capital Management
Texas
$231K
IC
2010
Inscription Capital
Texas
$231K +$61.6K +217 +36%
HCM
2011
Howard Capital Management
Georgia
$231K +$231K +800 New
SWMG
2012
Sanchez Wealth Management Group
Florida
$230K -$83.2K -294 -27%
WPSG
2013
Wealth & Pension Services Group
Georgia
$227K +$847 +3 +0.4%
BG
2014
Bollard Group
Massachusetts
$226K
TF
2015
Tompkins Financial
New York
$226K +$37K +131 +20%
GD
2016
Grandfield & Dodd
New York
$226K +$226K +800 New
MCG
2017
MACRO Consulting Group
New Jersey
$225K
LB
2018
Legacy Bridge
Iowa
$225K +$10.4K +37 +5%
SNB
2019
Security National Bank
Nebraska
$223K +$223K +790 New
JWM
2020
JGP Wealth Management
Oregon
$221K -$10.1K -36 -4%
AIA
2021
AIMZ Investment Advisors
California
$221K +$221K +782 New
FMTCOCP
2022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K
CL
2023
Cabana LLC
Arkansas
$218K -$721K -2,555 -77%
SCA
2024
Stillwater Capital Advisors
Pennsylvania
$218K -$596K -2,110 -73%
KCM
2025
Karp Capital Management
California
$218K