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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 %
BFIC
2801
Bedell Frazier Investment Counselling
California
$817K -$1.05K -2 -0.1%
BOS
2802
Bank of Stockton
California
$816K
EBWM
2803
Eagle Bluffs Wealth Management
Missouri
$815K
PCMC
2804
Planning Capital Management Corporation
Pennsylvania
$815K -$38.2K -73 -4%
OC
2805
Opinicus Capital
Florida
$814K -$19.4K -37 -2%
KFI
2806
Key Financial Inc
Pennsylvania
$814K -$5.23K -10 -0.6%
BWM
2807
Birchcreek Wealth Management
Ohio
$814K -$86.3K -165 -10%
SFM
2808
Stack Financial Management
Montana
$812K -$48.1K -92 -6%
BWM
2809
BKM Wealth Management
Wisconsin
$811K -$503K -961 -38%
BAM
2810
Bellevue Asset Management
Washington
$810K +$52.3K +100 +7%
GA
2811
GoalVest Advisory
New York
$809K -$33.5K -64 -4%
VFG
2812
Valley Financial Group
Pennsylvania
$808K -$27.2K -52 -3%
GCM
2813
Gables Capital Management
Florida
$807K +$20.4K +39 +3%
LWM
2814
Liberty Wealth Management
California
$805K +$78.9K +151 +11%
FCT
2815
Family Capital Trust
Massachusetts
$804K -$3.66K -7 -0.5%
CFO
2816
CVA Family Office
Colorado
$804K +$523 +1 +0.1%
TCM
2817
Tran Capital Management
California
$803K -$1.51M -2,894 -65%
ACG
2818
Allen Capital Group
Nebraska
$798K -$1.2M -2,288 -60%
CWM
2819
Centric Wealth Management
Illinois
$798K +$422K +841 +112%
BPFA
2820
Barnes Pettey Financial Advisors
Mississippi
$797K +$1.57K +3 +0.2%
NAMM
2821
NorthStar Asset Management (Massachusetts)
Massachusetts
$796K
QWP
2822
Quotient Wealth Partners
Texas
$794K +$262K +501 +49%
HAG
2823
HF Advisory Group
Maryland
$793K +$8.89K +17 +1%
CL
2824
CIM LLC
New York
$793K -$3.66K -7 -0.5%
PCI
2825
Planning Center Inc
Illinois
$790K +$2.62K +5 +0.3%