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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 %
DWG
2526
Darden Wealth Group
Michigan
$1.21M +$110K +210 +10%
4WM
2527
49 Wealth Management
Texas
$1.21M +$83.5K +160 +7%
ETS
2528
ESL Trust Services
New York
$1.21M
CIC
2529
Cutler Investment Counsel
Oregon
$1.2M -$39.9K -76 -3%
BWCS
2530
Beirne Wealth Consulting Services
Connecticut
$1.2M +$1.05K +2 +0.1%
BBNB
2531
Baker Boyer National Bank
Washington
$1.2M
WA
2532
Wealthstar Advisors
Texas
$1.2M +$25.8K +50 +2%
UF
2533
Univest Financial
Pennsylvania
$1.2M -$4.71K -9 -0.4%
WG
2534
Welch Group
Alabama
$1.2M -$759K -1,451 -39%
GHAM
2535
Gilman Hill Asset Management
Connecticut
$1.2M -$91.5K -175 -7%
FA
2536
Fountainhead AM
New Jersey
$1.2M +$155K +296 +15%
CWA
2537
Consilio Wealth Advisors
Washington
$1.2M -$141K -269 -11%
PWP
2538
Pursue Wealth Partners
California
$1.19M +$12.6K +24 +1%
SM
2539
Sensible Money
Arizona
$1.19M -$56.5K -108 -5%
CYG
2540
Clean Yield Group
Vermont
$1.19M -$10.5K -20 -0.9%
BIA
2541
Bell Investment Advisors
California
$1.19M -$742K -1,418 -38%
MTIC
2542
Missouri Trust & Investment Company
Missouri
$1.19M -$1.57K -3 -0.1%
NFG
2543
Northeast Financial Group
Pennsylvania
$1.19M -$72.7K -139 -6%
EM
2544
Excalibur Management
Massachusetts
$1.19M +$121K +232 +11%
PL
2545
Parthenon LLC
Kentucky
$1.19M -$55.4K -106 -4%
MMG
2546
Monetary Management Group
Missouri
$1.18M +$108K +206 +10%
KCIC
2547
Kuhn & Co Investment Counsel
Illinois
$1.18M -$44.5K -85 -4%
BWA
2548
Bordeaux Wealth Advisors
California
$1.18M +$160K +305 +16%
CST
2549
Charles Schwab Trust
Nevada
$1.18M +$703K +1,343 +147%
DC
2550
Darrow Company
Massachusetts
$1.18M