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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $175B invested in SPDR S&P 500 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,061 increasing their positions, 958 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
-32
Holders Change %
-1.32%
% of All Funds
52.97%
Holding in Top 10
757
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.75%
% of All Funds
16.72%
New
201
Increased
1,061
Reduced
958
Closed
196
Calls
$163B
Puts
$247B
Net Calls
-$83.6B
Net Calls Change
+$29.9B
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
2001
Magnolia Capital Advisors
Mississippi
$469K +$293K +1,137 +167%
EPM
2002
Elm Partners Management
Pennsylvania
$468K +$185K +720 +66%
VAS
2003
Vestmark Advisory Solutions
Massachusetts
$467K +$467K +1,810 New
PWM
2004
PBMares Wealth Management
Virginia
$466K +$3.61K +14 +0.8%
DIS
2005
Diversified Investment Strategies
Louisiana
$464K -$220K -854 -32%
BPCA
2006
Bank Pictet & Cie (Asia)
Singapore
$464K
BOS
2007
Bank of Stockton
California
$463K +$463K +1,800 New
ARMC
2008
American Research & Management Company
Massachusetts
$462K -$18K -70 -4%
CG
2009
CFO4Life Group
Texas
$461K +$516 +2 +0.1%
CCP
2010
Clarkston Capital Partners
Michigan
$460K +$460K +1,784 New
KCM
2011
Kathmere Capital Management
Pennsylvania
$459K +$34.8K +135 +8%
BFP
2012
Briaud Financial Planning
Texas
$453K
AB
2013
Atlas Brown
Kentucky
$453K +$143K +555 +46%
MPW
2014
MA Private Wealth
California
$453K +$453K +1,758 New
KCPG
2015
Kavar Capital Partners Group
Kansas
$452K +$171K +663 +61%
WIA
2016
Wealthstreet Investment Advisors
Texas
$450K -$601K -2,333 -57%
GC
2017
GFG Capital
Florida
$449K +$2.84K +11 +0.6%
DFG
2018
DWM Financial Group
Illinois
$444K +$153K +592 +52%
CRWM
2019
Castle Rock Wealth Management
California
$443K -$377K -1,326 -46%
CGH
2020
Crossmark Global Holdings
Texas
$440K -$2.66M -10,307 -86%
FPIS
2021
Financial Planning & Information Services
Wisconsin
$439K -$1.8K -7 -0.4%
WA
2022
Wealthstar Advisors
Texas
$439K +$104K +401 +31%
CP
2023
Camelot Portfolios
Ohio
$439K +$319K +1,237 +267%
MCP
2024
Maso Capital Partners
Hong Kong
$438K +$438K +1,700 New
SFC
2025
SYM Financial Corp
Indiana
$433K -$49.7K -193 -10%