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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 %
AWM
2651
Arista Wealth Management
Nevada
$1.03M -$1.04M -1,992 -50%
PFA
2652
Pathway Financial Advisers
Indiana
$1.03M +$211K +404 +26%
OCPWS
2653
One Charles Private Wealth Services
Massachusetts
$1.03M +$3.14K +6 +0.3%
YAL
2654
Your Advocates Ltd
Texas
$1.02M +$16.7K +32 +2%
FC
2655
FCA Corp
Texas
$1.02M
SOAG
2656
Silver Oak Advisory Group
Oregon
$1.02M +$4.19K +8 +0.4%
NL
2657
Navalign LLC
California
$1.02M -$84.7K -162 -8%
CPSC
2658
Carl P. Sherr & Co
Massachusetts
$1.02M
AF
2659
Alerus Financial
North Dakota
$1.02M -$2.62K -5 -0.3%
SFG
2660
Socha Financial Group
New York
$1.01M +$423K +809 +72%
RI
2661
Rinkey Investments
California
$1.01M +$384K +735 +61%
CAM
2662
Cypress Asset Management
Texas
$1.01M +$139K +238 +16%
PWP
2663
Precedent Wealth Partners
Texas
$1.01M
MWM
2664
Marion Wealth Management
Pennsylvania
$1.01M +$186K +356 +23%
AIC
2665
Archer Investment Corporation
Indiana
$1.01M -$44.5K -85 -4%
BMC
2666
Bear Mountain Capital
Washington
$1M
HKAM
2667
Horizon Kinetics Asset Management
New York
$1M -$425K -813 -30%
FSCM
2668
Front Street Capital Management
Montana
$997K +$515K +985 +107%
EPM
2669
Elm Partners Management
Pennsylvania
$996K +$106K +202 +12%
CPG
2670
Cornerstone Planning Group
New Jersey
$996K -$11.8K -23 -1%
PHIC
2671
Pine Haven Investment Counsel
Massachusetts
$995K -$39.2K -75 -4%
DWMS
2672
Dominguez Wealth Management Solutions
Virginia
$990K +$2.09K +4 +0.2%
AFS
2673
Annapolis Financial Services
Maryland
$990K -$1.2M -2,296 -55%
MSA
2674
Marino Stram & Associates
Massachusetts
$989K +$523 +1 +0.1%
RSS
2675
Rosenblum Silverman Sutton
California
$989K -$15.2K -29 -2%