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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 %
CWM
2001
Cedar Wealth Management
California
$245K -$135K -461 -36%
PAIM
2002
Punch & Associates Investment Management
Minnesota
$243K +$243K +828 New
ACM
2003
Academy Capital Management
Texas
$240K
SWMG
2004
Sanchez Wealth Management Group
Florida
$240K +$1.47K +5 +0.6%
PVWM
2005
Point View Wealth Management
New Jersey
$239K
OIWM
2006
OptiFour Integrated Wealth Management
Virginia
$239K
GG
2007
Greenwood Gearhart
Arkansas
$238K -$332K -1,134 -58%
LB
2008
Legacy Bridge
Iowa
$236K +$2.92K +10 +1%
GD
2009
Grandfield & Dodd
New York
$234K
TF
2010
Tompkins Financial
New York
$234K
BG
2011
Bollard Group
Massachusetts
$234K
AIA
2012
AIMZ Investment Advisors
California
$229K +$292 +1 +0.1%
JDR
2013
Jay D. Rosenbaum
$227K +$227K +770 New
KCM
2014
Karp Capital Management
California
$226K
BA
2015
Baugh & Associates
Georgia
$225K -$31.3K -107 -12%
UCMOK
2016
United Capital Management of KS
Kansas
$225K +$225K +761 New
SLG
2017
Stanley-Laman Group
Pennsylvania
$224K +$585 +2 +0.3%
WCM
2018
Wealthcare Capital Management
Virginia
$223K
CF
2019
Corrigan Financial
Rhode Island
$223K
TC
2020
Trilogy Capital
California
$222K +$222K +743 New
MWC
2021
MKD Wealth Coaches
Michigan
$222K +$222K +17,181 New
IA
2022
Independence Advisors
Pennsylvania
$221K +$221K +755 New
OCM
2023
Orser Capital Management
Texas
$220K -$6.03K -20 -3%
LK
2024
Lumbard & Kellner
New Hampshire
$220K
PWMG
2025
Prestige Wealth Management Group
New Jersey
$220K +$54.9K +187 +33%