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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 %
KAM
2776
Kraft Asset Management
Tennessee
$843K -$27.2K -52 -3%
SIM
2777
Stratos Investment Management
Ohio
$840K -$275K -526 -25%
AFC
2778
AFT Forsyth & Company
Florida
$839K +$11.5K +22 +1%
SFA
2779
Souders Financial Advisors
Ohio
$838K -$103K -197 -11%
DSAM
2780
Dock Street Asset Management
Florida
$838K +$153K +293 +22%
HAFG
2781
Hansen & Associates Financial Group
California
$837K +$837K +1,690 New
CWM
2782
Concentric Wealth Management
California
$836K
CWG
2783
Crown Wealth Group
North Carolina
$836K +$470K +898 +128%
WA
2784
WESPAC Advisors
California
$835K +$52.8K +101 +7%
TA
2785
TFB Advisors
Kansas
$833K +$148K +296 +22%
RWM
2786
Ruedi Wealth Management
Illinois
$832K +$523 +1 +0.1%
HCP
2787
Hexagon Capital Partners
Arkansas
$829K +$30.9K +59 +4%
LIA
2788
LS Investment Advisors
Michigan
$829K +$54.9K +105 +7%
LWM
2789
Lakeridge Wealth Management
Ohio
$828K +$3.66K +7 +0.4%
TPA
2790
Trivium Point Advisory
Connecticut
$827K +$21.4K +41 +3%
MSWM
2791
Mowery & Schoenfeld Wealth Management
Illinois
$826K
BFG
2792
Beacon Financial Group
Texas
$826K -$330K -631 -29%
LFA
2793
LifeGuide Financial Advisors
Pennsylvania
$825K
HBWM
2794
Hollow Brook Wealth Management
New York
$824K +$209K +400 +34%
IP
2795
Isthmus Partners
Wisconsin
$823K
GGS
2796
Galvin Gaustad & Stein
Arizona
$822K +$3.66K +7 +0.4%
PPWM
2797
PFG Private Wealth Management
Florida
$820K -$22.5K -43 -3%
AIA
2798
Alternative Investment Advisors
Florida
$819K +$8.88K +17 +1%
HS
2799
Horan Securities
United States
$818K -$23.5K -45 -3%
RAG
2800
RIA Advisory Group
Iowa
$817K +$817K +1,562 New