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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 %
ACM
2026
Academy Capital Management
Texas
$248K
SWMG
2027
Sanchez Wealth Management Group
Florida
$244K +$1.19K +4 +0.5%
OIWM
2028
OptiFour Integrated Wealth Management
Virginia
$242K
LB
2029
Legacy Bridge
Iowa
$239K
GD
2030
Grandfield & Dodd
New York
$237K
BG
2031
Bollard Group
Massachusetts
$237K
MSR
2032
Main Street Research
Connecticut
$237K +$26.1K +88 +12%
CAAS
2033
Capital Asset Advisory Services
Michigan
$235K -$49.2K -166 -17%
CASB
2034
Cape Ann Savings Bank
Massachusetts
$234K -$32.6K -110 -12%
FM
2035
Foster & Motley
Ohio
$234K -$25.3K -85 -10%
GCM
2036
Gibraltar Capital Management
Oklahoma
$234K +$234K +789 New
AIA
2037
AIMZ Investment Advisors
California
$233K +$297 +1 +0.1%
PCMC
2038
Private Capital Management (Colorado)
Colorado
$231K -$54.6K -184 -19%
AA
2039
Advisory Alpha
Michigan
$231K +$231K +792 New
BA
2040
Baugh & Associates
Georgia
$230K +$2.08K +7 +0.9%
KCM
2041
Karp Capital Management
California
$229K
SWM
2042
Shakespeare Wealth Management
Wisconsin
$228K +$228K +769 New
MMM
2043
Mendel Money Management
Illinois
$227K -$43.6K -147 -16%
ATPW
2044
Ashton Thomas Private Wealth
Arizona
$225K -$222K -747 -50%
GG
2045
Greenwood Gearhart
Arkansas
$225K -$16K -54 -7%
CF
2046
Corrigan Financial
Rhode Island
$224K -$1.19K -4 -0.5%
DHFB
2047
Dixon Hubard Feinour & Brown
Virginia
$223K -$79.7K -268 -26%
LK
2048
Lumbard & Kellner
New Hampshire
$223K
UCMOK
2049
United Capital Management of KS
Kansas
$223K +$293 +1 +0.1%
KL
2050
KWMG LLC
Kansas
$218K -$91.4K -308 -30%