SPY icon

SPDR S&P 500 ETF Trust

2,152 hedge funds and large institutions have $178B invested in SPDR S&P 500 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 859 increasing their positions, 881 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,152
Holders Change
+16
Holders Change %
+0.75%
% of All Funds
47.27%
Holding in Top 10
633
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
13.9%
New
120
Increased
859
Reduced
881
Closed
78
Calls
$120B
Puts
$228B
Net Calls
-$108B
Net Calls Change
-$14.8B
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2001
Maple Capital Management
Vermont
$278K -$10.4K -35 -4%
RWM
2002
Rezny Wealth Management
Florida
$278K
AHC
2003
Adell Harriman & Carpenter
Texas
$277K -$21.1K -71 -7%
SAM
2004
Summit Asset Management
Tennessee
$276K -$10.4K -35 -4%
LFG
2005
LifePlan Financial Group
Ohio
$275K -$2.67K -9 -1%
SC
2006
Schoolcraft Capital
Colorado
$274K
AFS
2007
Access Financial Services
Minnesota
$274K -$79.2K -267 -22%
OWA
2008
Outlook Wealth Advisors
Texas
$274K -$24.9K -84 -8%
RWG
2009
Regal Wealth Group
California
$270K +$8.6K +29 +3%
AWM
2010
Alterna Wealth Management
Texas
$269K -$1.11M -3,736 -80%
RPA
2011
Rock Point Advisors
Vermont
$268K
IIC
2012
Integrated Investment Consultants
Michigan
$267K -$121K -410 -31%
HH
2013
HWG Holdings
Texas
$266K +$266K +897 New
CAM
2014
Chesapeake Asset Management
New York
$265K
DLCIG
2015
D.L. Carlson Investment Group
New Hampshire
$261K -$4.16K -14 -2%
KB
2016
Kimelman & Baird
New York
$260K
XSC
2017
X-Square Capital
Puerto Rico
$259K +$297 +1 +0.1%
ACM
2018
American Capital Management
New York
$257K +$257K +867 New
MIC
2019
Means Investment Company
Maine
$255K +$255K +830 New
PCA
2020
Peddock Capital Advisors
Massachusetts
$254K
FSA
2021
Financial Sense Advisors
California
$253K +$1.19K +4 +0.5%
BCM
2022
Brookmont Capital Management
Texas
$253K +$1.19K +4 +0.5%
AP
2023
Advisors Preferred
Maryland
$252K +$252K +850 New
PT
2024
Plimoth Trust
Massachusetts
$251K -$59.9K -202 -19%
BAM
2025
Brave Asset Management
New Jersey
$250K -$460K -1,552 -65%