SPY icon

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 %
MGIA
2751
Matthew Goff Investment Advisor
Texas
$1.44M -$21.1K -36 -1%
ULWM
2752
Upper Left Wealth Management
Florida
$1.44M -$12.3K -21 -0.8%
OFG
2753
Orcam Financial Group
California
$1.44M +$165K +281 +13%
OWMIAS
2754
One Wealth Management Investment & Advisory Services
Florida
$1.44M +$307K +524 +27%
FF
2755
Friedenthal Financial
New Jersey
$1.44M -$4.1K -7 -0.3%
BWM
2756
Bernard Wealth Management
Michigan
$1.43M +$1.43M +2,447 New
MMG
2757
Monetary Management Group
Missouri
$1.43M
BF
2758
Baring Financial
Washington
$1.43M +$1.43M +2,439 New
CWM
2759
Castle Wealth Management
Florida
$1.43M -$56.5K -96 -4%
BIA
2760
Bell Investment Advisors
California
$1.42M +$89.1K +152 +7%
AWM
2761
Austin Wealth Management
Texas
$1.42M +$20.3K +34 +1%
BBNB
2762
Baker Boyer National Bank
Washington
$1.42M +$75.6K +129 +6%
DIA
2763
Dana Investment Advisors
Wisconsin
$1.41M +$12.3K +21 +0.9%
RDIA
2764
RE Dickinson Investment Advisors
Iowa
$1.41M
PCM
2765
Ping Capital Management
New York
$1.41M +$1.41M +2,400 New
ECM
2766
EagleClaw Capital Management
Massachusetts
$1.41M
GFA
2767
Gallagher Fiduciary Advisors
Illinois
$1.4M +$102K +174 +8%
STA
2768
Shade Tree Advisors
New York
$1.4M +$1.4M +2,391 New
DFG
2769
Delta Financial Group
New Jersey
$1.4M -$52.8K -90 -4%
CB
2770
CNB Bank
Pennsylvania
$1.4M -$376K -642 -21%
PAS
2771
Professional Advisory Services
Florida
$1.4M -$103K -175 -7%
TBT
2772
Texas Bank & Trust
Texas
$1.4M +$1.4M +2,385 New
HPM
2773
Hudson Portfolio Management
New York
$1.39M +$125K +214 +10%
F8IS
2774
Figure 8 Investment Strategies
Idaho
$1.39M +$1.39M +2,375 New
BBW
2775
Blue Barn Wealth
Utah
$1.39M +$33.4K +57 +2%