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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 %
Acadian Asset Management
2726
Acadian Asset Management
Massachusetts
$913K -$6.45M -12,353 -88%
NW
2727
Naviter Wealth
Arkansas
$913K -$105K -201 -10%
ICM
2728
IMS Capital Management
Oregon
$912K +$8.37K +16 +0.9%
M
2729
MYeCFO
California
$911K
GIA
2730
GHP Investment Advisors
Colorado
$907K +$26.7K +51 +3%
AC
2731
Addenda Capital
Quebec, Canada
$903K -$254K -485 -22%
IPW
2732
Intergy Private Wealth
Colorado
$902K
PCM
2733
Passive Capital Management
Maryland
$901K
LOPW
2734
Live Oak Private Wealth
North Carolina
$900K -$13.1K -25 -1%
JWM
2735
Jessup Wealth Management
Ohio
$898K -$3.14K -6 -0.3%
WMA
2736
West Michigan Advisors
Michigan
$896K +$896K +1,714 New
DBRC
2737
D.B. Root & Company
Pennsylvania
$893K +$281K +537 +46%
NIM
2738
Nicollet Investment Management
Minnesota
$893K
MCA
2739
Martin Capital Advisors
Texas
$893K
PAG
2740
Powers Advisory Group
Illinois
$893K -$523 -1 -0.1%
SFS
2741
Strategic Financial Services
New York
$892K +$3.14K +6 +0.4%
CFCI
2742
Comprehensive Financial Consultants Institutional
Indiana
$890K +$42.9K +82 +5%
WE
2743
Wealth Effects
Massachusetts
$886K -$193K -369 -18%
RIM
2744
Redwood Investment Management
Arizona
$886K +$636K +1,216 +254%
SG
2745
Somerset Group
Minnesota
$882K -$523K -1,000 -37%
DIS
2746
Diversified Investment Strategies
Louisiana
$881K +$34K +65 +4%
SWM
2747
Shakespeare Wealth Management
Wisconsin
$880K -$4.71K -9 -0.5%
RCG
2748
Regatta Capital Group
California
$876K +$51.8K +99 +6%
RFG
2749
RFP Financial Group
Georgia
$874K -$41.8K -80 -5%
JIM
2750
JCP Investment Management
Texas
$873K +$279K +533 +47%