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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 %
OAM
2651
Occidental Asset Management
California
$1.62M +$586 +1 +0%
NI
2652
NCP Inc
California
$1.62M +$272K +464 +20%
AEPWM
2653
Atlantic Edge Private Wealth Management
Florida
$1.62M -$17.6K -30 -1%
BCM
2654
Bourgeon Capital Management
Connecticut
$1.62M +$9.96K +17 +0.6%
JWM
2655
JGP Wealth Management
Oregon
$1.62M +$11.7K +20 +0.7%
EFMC
2656
Empire Financial Management Company
New York
$1.62M -$87.9K -150 -5%
ICP
2657
Impact Capital Partners
Colorado
$1.62M +$1.62M +2,756 New
PAWA
2658
Palo Alto Wealth Advisors
California
$1.61M +$188K +319 +13%
LA
2659
LexAurum Advisors
Kansas
$1.61M +$170K +290 +12%
TSWM
2660
Triangle Securities Wealth Management
North Carolina
$1.61M +$24K +41 +2%
GF
2661
Goodman Financial
Texas
$1.61M -$11.1K -19 -0.7%
BCG
2662
Bravias Capital Group
New Jersey
$1.61M +$1.61M +2,669 New
WRPWM
2663
Werba Rubin Papier Wealth Management
California
$1.61M +$154K +263 +11%
LF
2664
Lantz Financial
Illinois
$1.61M -$4.69K -8 -0.3%
SG
2665
Somerset Group
Minnesota
$1.6M +$615K +1,050 +62%
PCM
2666
Palouse Capital Management
Washington
$1.6M +$169K +289 +12%
FA
2667
Forefront Analytics
Pennsylvania
$1.6M -$11.3M -19,236 -88%
RA
2668
Riverstone Advisors
Texas
$1.6M +$22.3K +38 +1%
WI
2669
Westbourne Investments
Virginia
$1.6M +$1.6M +2,723 New
1CP
2670
17 Capital Partners
Arizona
$1.59M +$886K +1,512 +126%
OHWP
2671
Oak Harbor Wealth Partners
North Carolina
$1.59M +$53.9K +92 +4%
SCA
2672
Stonebridge Capital Advisors
Minnesota
$1.59M -$281K -480 -15%
SWA
2673
Strategies Wealth Advisors
Michigan
$1.58M -$233K -385 -13%
CASB
2674
Cape Ann Savings Bank
Massachusetts
$1.58M
PA
2675
Parkside Advisors
California
$1.58M -$22.3K -38 -1%