SPY icon

SPDR S&P 500 ETF Trust

2,430 hedge funds and large institutions have $204B invested in SPDR S&P 500 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 389 funds opening new positions, 890 increasing their positions, 901 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+278
Holders Change %
+12.92%
% of All Funds
47.99%
Holding in Top 10
744
Holding in Top 10 Change
+111
Holding in Top 10 Change %
+17.54%
% of All Funds
14.69%
New
389
Increased
890
Reduced
901
Closed
75
Calls
$125B
Puts
$238B
Net Calls
-$114B
Net Calls Change
-$5.27B
Name Holding Trade Value Shares
Change
Shares
Change %
EIG
2001
Ellenbecker Investment Group
Wisconsin
$540K -$9.98K -31 -2%
MC
2002
Miramar Capital
Illinois
$539K
AIP
2003
Almanack Investment Partners
Pennsylvania
$538K -$72.7K -225 -12%
BS
2004
Boenning & Scattergood
Pennsylvania
$538K +$171K +531 +47%
MCP
2005
Mirador Capital Partners
California
$537K -$38.3K -119 -7%
FFW
2006
Fusion Family Wealth
New York
$537K
GAM
2007
Grandview Asset Management
Pennsylvania
$536K -$1.53M -4,703 -74%
AWM
2008
Aberdeen Wealth Management
Illinois
$536K +$536K +1,666 New
SCA
2009
Stonebridge Capital Advisors
Minnesota
$533K -$123K -381 -19%
EM
2010
ELCO Management
New York
$533K +$10.9K +34 +2%
KCM
2011
Kathmere Capital Management
Pennsylvania
$530K +$530K +1,647 New
CP
2012
Corbenic Partners
Pennsylvania
$525K +$525K +1,623 New
MC
2013
Montag & Caldwell
Georgia
$525K +$525K +1,632 New
JPLA
2014
Joseph P. Lucia & Associates
New York
$523K -$12.9K -40 -2%
PAM
2015
PVG Asset Management
Colorado
$518K -$8.03M -24,948 -94%
DR
2016
Davis Rea
Ontario, Canada
$517K +$24.3K +75 +5%
LWM
2017
Liberty Wealth Management
California
$517K +$35.4K +110 +7%
UWPG
2018
Ullmann Wealth Partners Group
Florida
$516K -$5.48K -17 -1%
CFO
2019
CVA Family Office
Colorado
$516K +$516K +1,603 New
PEA
2020
Pacific Edge Advisors
California
$514K
RGIA
2021
Rainier Group Investment Advisory
Washington
$513K
CH
2022
Canton Hathaway
Rhode Island
$510K -$22.5K -70 -4%
FNBOSM
2023
First National Bank of South Miami
Florida
$510K -$10.3K -32 -2%
CT
2024
Columbia Trust
Oregon
$508K +$508K +1,579 New
HSWM
2025
Hubbell Strickland Wealth Management
Louisiana
$505K +$1.61K +5 +0.3%