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SPDR S&P 500 ETF Trust

3,671 hedge funds and large institutions have $303B invested in SPDR S&P 500 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,425 increasing their positions, 1,576 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,671
Holders Change
+10
Holders Change %
+0.27%
% of All Funds
53.21%
Holding in Top 10
1,038
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-2.44%
% of All Funds
15.05%
New
205
Increased
1,425
Reduced
1,576
Closed
140
Calls
$276B
Puts
$674B
Net Calls
-$398B
Net Calls Change
-$213B
Name Holding Trade Value Shares
Change
Shares
Change %
JSL
2501
JT Stratford LLC
Georgia
$1.27M +$1.02M +1,946 +408%
LCOV
2502
London Company of Virginia
Virginia
$1.27M -$1.46M -2,782 -53%
WIM
2503
WealthPlan Investment Management
Nebraska
$1.26M +$65.9K +126 +5%
BCPWM
2504
Bradley & Co Private Wealth Management
Florida
$1.26M +$1.25M +2,395 +11,405%
PM
2505
Penbrook Management
New York
$1.26M
DIA
2506
Dana Investment Advisors
Wisconsin
$1.26M -$184K -351 -13%
GI
2507
GAMMA Investing
California
$1.26M +$831K +1,588 +192%
ORC
2508
O'Rourke & Company
Massachusetts
$1.26M +$114K +218 +10%
NAG
2509
Northstar Advisory Group
New Jersey
$1.26M +$1.26M +2,424 New
FFS
2510
Founders Financial Securities
Maryland
$1.26M -$294K -562 -19%
CWM
2511
Collaborative Wealth Management
Florida
$1.25M
YCG
2512
Yeomans Consulting Group
Georgia
$1.24M
TAM
2513
Townsend Asset Management
North Carolina
$1.24M +$36.6K +70 +3%
FWM
2514
Fingerlakes Wealth Management
New York
$1.24M +$15.2K +29 +1%
ITB
2515
Idaho Trust Bank
Idaho
$1.24M +$1.24M +2,374 New
BA
2516
Ballast Advisors
Minnesota
$1.24M -$8.89K -17 -0.7%
TP
2517
Tranquility Partners
Tennessee
$1.24M -$3.5M -6,682 -74%
LF
2518
Lantz Financial
Illinois
$1.24M -$242K -463 -16%
MAS
2519
Meeder Advisory Services
Ohio
$1.23M -$179K -343 -13%
NIC
2520
Northwest Investment Counselors
Oregon
$1.23M -$3.66K -7 -0.3%
MFT
2521
Moisand Fitzgerald Tamayo
Florida
$1.23M
FWA
2522
FSM Wealth Advisors
Ohio
$1.23M +$5.23K +10 +0.4%
HVP
2523
Hudson Value Partners
Florida
$1.22M -$180K -345 -13%
BGAI
2524
Bruce G. Allen Investments
Colorado
$1.22M +$4.71K +9 +0.4%
AOWM
2525
Alpha Omega Wealth Management
Virginia
$1.22M +$4.19K +8 +0.3%