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SPDR S&P 500 ETF Trust

4,180 hedge funds and large institutions have $359B invested in SPDR S&P 500 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 585 funds opening new positions, 1,658 increasing their positions, 1,455 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,180
Holders Change
+414
Holders Change %
+10.99%
% of All Funds
55.64%
Holding in Top 10
1,133
Holding in Top 10 Change
+98
Holding in Top 10 Change %
+9.47%
% of All Funds
15.08%
New
585
Increased
1,658
Reduced
1,455
Closed
97
Calls
$280B
Puts
$573B
Net Calls
-$293B
Net Calls Change
+$79.5B
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
2501
Argyle Capital Partners
California
$1.96M +$1.96M +3,340 New
SWM
2502
SK Wealth Management
Rhode Island
$1.95M
MC
2503
Miramar Capital
Illinois
$1.95M +$695K +1,185 +55%
KBFS
2504
Kohmann Bosshard Financial Services
Ohio
$1.95M
CAM
2505
Costello Asset Management
Pennsylvania
$1.95M +$87.3K +149 +5%
SIAP
2506
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.94M -$46.3K -79 -2%
CDWM
2507
Campbell Deegan Wealth Management
Virginia
$1.94M +$1.94M +3,315 New
RWA
2508
River Wealth Advisors
Pennsylvania
$1.94M -$31.1K -53 -2%
HB
2509
Horizon Bancorp
Indiana
$1.94M +$1.81M +3,095 +1,453%
FWP
2510
Falcon Wealth Planning
California
$1.94M -$263K -448 -12%
ORG
2511
Optimist Retirement Group
Washington
$1.94M
HFF
2512
Halter Ferguson Financial
Indiana
$1.94M
Nomura Asset Management
2513
Nomura Asset Management
Japan
$1.93M -$85K -145 -4%
AG
2514
Ascent Group
Virginia
$1.93M -$87.9K -150 -4%
AWA
2515
AmeriServ Wealth Advisors
Pennsylvania
$1.93M +$1.93M +3,295 New
SAM
2516
Summit Asset Management
Tennessee
$1.93M -$56.3K -96 -3%
SI
2517
Seeds Investor
New York
$1.93M +$469K +800 +32%
3F
2518
360 Financial
Minnesota
$1.92M -$68.6K -117 -3%
SM
2519
Sabby Management
Florida
$1.92M +$1.92M +3,280 New
BA
2520
Bellwether Advisors
Nebraska
$1.92M -$21.4M -36,432 -92%
CST
2521
Charles Schwab Trust
Nevada
$1.92M +$720K +1,228 +60%
CCM
2522
Chickasaw Capital Management
Tennessee
$1.91M +$124K +211 +7%
JFGLC
2523
Johnson Financial Group LLC (Colorado)
Colorado
$1.91M -$147K -250 -7%
NW
2524
Naviter Wealth
Arkansas
$1.91M -$47K -80 -2%
FSA
2525
Financial Security Advisor
Virginia
$1.91M -$55.3K -94 -3%