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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 %
WWM
2551
Westwood Wealth Management
California
$1.18M -$186K -355 -14%
WA
2552
Westfuller Advisors
New York
$1.18M +$1.18M +2,241 New
AFA
2553
American Financial Advisors
Georgia
$1.17M +$58.1K +111 +5%
DCM
2554
Davis Capital Management
Florida
$1.17M +$61.6K +118 +6%
TWM
2555
Trevian Wealth Management
Massachusetts
$1.17M +$23.5K +45 +2%
DWM
2556
Dorchester Wealth Management
Quebec, Canada
$1.17M +$110K +210 +10%
IP
2557
Intellectus Partners
California
$1.17M +$22K +42 +2%
LCM
2558
Leisure Capital Management
California
$1.17M
PEA
2559
Park Edge Advisors
Ohio
$1.17M +$5.23K +10 +0.4%
HHWM
2560
Hiley Hunt Wealth Management
Nebraska
$1.17M
FF
2561
Francis Financial
$1.17M -$20.9K -40 -2%
HIMC
2562
Heritage Investors Management Corp
Maryland
$1.17M -$142K -271 -11%
FCAM
2563
First Citizens Asset Management
North Carolina
$1.17M +$870K +1,663 +291%
KCPG
2564
Kavar Capital Partners Group
Kansas
$1.17M -$1.24M -2,363 -51%
MFG
2565
Midwest Financial Group
Kansas
$1.17M +$76.4K +146 +7%
PHS
2566
Pekin Hardy Strauss
Illinois
$1.17M +$70.6K +135 +6%
RWG
2567
Ratio Wealth Group
Colorado
$1.17M +$3.66K +7 +0.3%
LRIA
2568
Leonard Rickey Investment Advisors
Washington
$1.16M -$133K -254 -10%
PP
2569
PrairieView Partners
Minnesota
$1.16M -$59.1K -113 -5%
AIA
2570
Armor Investment Advisors
North Carolina
$1.16M
FCA
2571
FinTrust Capital Advisors
South Carolina
$1.16M -$330K -630 -22%
FG
2572
Fiduciary Group
Georgia
$1.16M -$28.3K -54 -2%
MWM
2573
Massachusetts Wealth Management
Massachusetts
$1.16M -$13.1K -25 -1%
SCM
2574
Sebold Capital Management
Illinois
$1.16M -$13.1K -25 -1%
TLFA
2575
True Link Financial Advisors
California
$1.16M -$71.1K -136 -6%