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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 %
TLP
2576
Trinity Legacy Partners
Texas
$1.16M -$738K -1,412 -39%
CWM
2577
Castle Wealth Management
Florida
$1.16M -$169K -323 -13%
BWM
2578
Boyd Wealth Management
California
$1.15M +$2.62K +5 +0.2%
ACGA
2579
Atlanta Consulting Group Advisors
Georgia
$1.15M +$1.15M +2,200 New
VBWMG
2580
Von Berge Wealth Management Group
California
$1.15M +$1.05K +2 +0.1%
CBA
2581
Coastal Bridge Advisors
Connecticut
$1.14M +$27.7K +53 +2%
FFA
2582
Fortune Financial Advisors
Kansas
$1.14M -$28.8K -55 -2%
GCS
2583
Gordian Capital (Singapore)
Singapore
$1.14M
WSCM
2584
Wellington Shields Capital Management
New York
$1.14M -$1.26M -2,410 -53%
CSIA
2585
Charles Schwab Investment Advisory
California
$1.14M -$47.1K -90 -4%
GWM
2586
Graybill Wealth Management
Illinois
$1.14M +$76.9K +147 +7%
AssetMark Inc
2587
AssetMark Inc
California
$1.14M +$192K +367 +20%
SFC
2588
SYM Financial Corp
Indiana
$1.14M -$2.62K -5 -0.2%
VCS
2589
Vaughan & Co Securities
New Jersey
$1.14M -$13.1K -25 -1%
BMA
2590
Brooks Moore & Associates
Tennessee
$1.13M -$52.3K -100 -4%
GFWA
2591
Grey Fox Wealth Advisors
Delaware
$1.13M +$433K +825 +62%
FMI
2592
Factory Mutual Insurance
Massachusetts
$1.13M -$171M -327,000 -99%
HAS
2593
HBW Advisory Services
California
$1.13M
LG
2594
LAM Group
Oregon
$1.12M
AFP
2595
Alpha Financial Partners
Kentucky
$1.12M +$7.85K +15 +0.7%
RSWA
2596
Robinson Smith Wealth Advisors
Maine
$1.12M +$523 +1 +0%
NCFG
2597
New Century Financial Group
New Jersey
$1.12M +$20.9K +40 +2%
ML
2598
Mayport LLC
Massachusetts
$1.12M
SWM
2599
Sugarloaf Wealth Management
Georgia
$1.12M +$31.9K +61 +3%
MSFP
2600
Mark Sheptoff Financial Planning
Connecticut
$1.12M