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SPDR S&P 500 ETF Trust

2,398 hedge funds and large institutions have $180B invested in SPDR S&P 500 ETF Trust in 2020 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 834 increasing their positions, 1,146 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
Holders Change %
0%
% of All Funds
49.29%
Holding in Top 10
720
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-4.89%
% of All Funds
14.8%
New
177
Increased
834
Reduced
1,146
Closed
155
Calls
$142B
Puts
$245B
Net Calls
-$103B
Net Calls Change
-$19.6B
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
2001
Leisure Capital Management
California
$503K -$1.4M -4,550 -74%
KIM
2002
Karpus Investment Management
New York
$500K -$3.4M -11,008 -87%
MSS
2003
Mitchell Sinkler & Starr
Pennsylvania
$500K
DR
2004
Davis Rea
Ontario, Canada
$500K +$4.34K +14 +0.9%
QI
2005
QV Investors
Alberta, Canada
$500K +$500K +1,620 New
EWF
2006
Epstein & White Financial
California
$499K +$1.54K +5 +0.3%
CCA
2007
Checchi Capital Advisers
California
$492K -$509K -1,650 -51%
IWS
2008
Insight Wealth Strategies
California
$491K -$340K -1,103 -41%
HSWM
2009
Hubbell Strickland Wealth Management
Louisiana
$491K -$17.9K -58 -4%
DAM
2010
Doheny Asset Management
California
$490K +$92.5K +300 +23%
RCAMU
2011
Rothschild & Co Asset Management US
Connecticut
$489K -$235K -762 -32%
FA
2012
FMA Advisory
Pennsylvania
$487K +$487K +1,578 New
FMP
2013
Financial Management Professionals
Texas
$486K +$1.23K +4 +0.3%
AFS
2014
Aft Forsyth & Sober
Florida
$486K +$72.5K +235 +18%
AC
2015
Arjuna Capital
North Carolina
$485K +$1.85K +6 +0.4%
ACM
2016
Alta Capital Management
Utah
$484K -$3.33M -10,796 -87%
SB
2017
Sunflower Bank
Texas
$484K +$484K +1,570 New
CFO
2018
CVA Family Office
Colorado
$483K +$308 +1 +0.1%
CFG
2019
Cooper Financial Group
California
$480K -$97.1K -315 -17%
PPWM
2020
PFG Private Wealth Management
Florida
$478K +$6.16K +20 +1%
AIA
2021
Armor Investment Advisors
North Carolina
$475K
WR
2022
Watson Rebecca
$473K
TA
2023
TFG Advisers
Michigan
$472K -$308 -1 -0.1%
LAIC
2024
Lederer & Associates Investment Counsel
California
$470K
SRC
2025
Shufro Rose & Co
New York
$469K +$3.39K +11 +0.7%