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SPDR S&P 500 ETF Trust

2,195 hedge funds and large institutions have $166B invested in SPDR S&P 500 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 933 increasing their positions, 664 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,195
Holders Change
+278
Holders Change %
+14.5%
% of All Funds
48.98%
Holding in Top 10
691
Holding in Top 10 Change
+109
Holding in Top 10 Change %
+18.73%
% of All Funds
15.42%
New
399
Increased
933
Reduced
664
Closed
99
Calls
$117B
Puts
$166B
Net Calls
-$48.8B
Net Calls Change
+$8.49B
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
201
Lenox Wealth Advisors
New York
$79.5M +$497K +1,987 +0.6%
PLU
202
Performa Ltd (US)
South Carolina
$79.5M -$1.96M -7,825 -2%
FNBT
203
FineMark National Bank & Trust
Florida
$79.3M -$4.11M -16,430 -5%
JFG
204
JMG Financial Group
Illinois
$77.9M +$566K +2,263 +0.7%
AA
205
Alesco Advisors
New York
$75.9M -$1.96M -7,858 -3%
EDRH
206
Edmond de Rothschild Holding
Switzerland
$75.6M +$27.1M +108,389 +56%
IC
207
InterOcean Capital
Illinois
$75.2M +$9.16M +36,668 +14%
FM
208
Forward Management
California
$74.8M -$91.2M -364,922 -55%
MA
209
MCF Advisors
Kentucky
$74.4M -$222K -887 -0.3%
JP
210
Jana Partners
New York
$73.7M +$6.46M +25,865 +10%
GFPC
211
Global Financial Private Capital
Florida
$72.9M -$27.6M -110,455 -27%
IL
212
Investure LLC
Virginia
$72M +$38.9M +155,763 +118%
HTC
213
Haverford Trust Company
Pennsylvania
$71.9M +$50.8M +203,170 +240%
NP
214
NorthRock Partners
Minnesota
$71.1M -$381K -1,517 -0.5%
PBT
215
Pictet Bank & Trust
Bahamas
$70.9M -$1.88M -7,510 -3%
FAG
216
Financial Advisory Group
Texas
$70M -$511K -2,044 -0.7%
Sanders Capital
217
Sanders Capital
Florida
$69.3M -$225K -900 -0.3%
SF
218
Synovus Financial
Georgia
$69.1M +$7.45M +29,823 +12%
PAM
219
Panagora Asset Management
Massachusetts
$69.1M +$34.5M +138,184 +100%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$68.6M +$9.34M +37,359 +16%
SBWM
221
Sunflower Bank Wealth Management
Arizona
$68.2M +$695K +2,780 +1%
TC
222
Telemus Capital
Michigan
$68M +$4.49M +17,955 +7%
Q
223
QVR
California
$67.7M +$67.7M +270,997 New
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$67.6M +$830K +3,321 +1%
MC
225
Minot Capital
Colorado
$67M +$67M +272,239 New