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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 %
KFA
2701
Kapstone Financial Advisors
Ohio
$956K +$10.5K +20 +1%
VIM
2702
Vista Investment Management
Pennsylvania
$953K -$2.62K -5 -0.3%
WRPWM
2703
Werba Rubin Papier Wealth Management
California
$952K -$17.8K -34 -2%
HNW
2704
High Note Wealth
Minnesota
$952K -$64.9K -124 -6%
TI
2705
tru Independence
Oregon
$951K -$232K -444 -20%
FPGT
2706
Financial Partners Group (Tennessee)
Tennessee
$949K +$3.66K +7 +0.4%
KAS
2707
KPP Advisory Services
Kentucky
$947K +$947K +1,811 New
PVM
2708
Palogic Value Management
Texas
$947K +$1.05K +2 +0.1%
BMC
2709
Beaton Management Company
Massachusetts
$944K
HIA
2710
HTG Investment Advisors
Connecticut
$943K
FPCG
2711
Fort Pitt Capital Group
Pennsylvania
$942K +$446K +852 +90%
RTL
2712
Red Tortoise LLC
Georgia
$939K -$2.09K -4 -0.2%
IAS
2713
IMA Advisory Services
Colorado
$933K -$57.5K -110 -6%
WAM
2714
Weatherly Asset Management
California
$928K +$1.57K +3 +0.2%
HTHT
2715
Hemenway Trust Hemenway Trust
New Hampshire
$928K +$186K +355 +25%
AI
2716
Arvest Investments
Arkansas
$925K -$10.5K -20 -1%
CWP
2717
Concord Wealth Partners
Virginia
$925K +$73.7K +141 +9%
WFAG
2718
Wescott Financial Advisory Group
Pennsylvania
$924K +$276K +527 +43%
JE
2719
JMAC Enterprises
Pennsylvania
$923K -$10.5K -20 -1%
SG
2720
Strid Group
Pennsylvania
$922K +$3.66K +7 +0.4%
RG
2721
Retirement Group
California
$919K +$50.2K +96 +6%
FPWM
2722
FSB Premier Wealth Management
Iowa
$918K +$49.2K +94 +6%
III
2723
Independent Investors Inc
New York
$918K
M1FG
2724
Mach-1 Financial Group
Arkansas
$915K +$874K +1,671 +2,115%
PPC
2725
Park Place Capital
Alabama
$915K +$795K +1,519 +660%