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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 %
CAM
2801
Cypress Asset Management
Texas
$1.33M -$206K -303 -13%
EGWAG
2802
Elwood & Goetz Wealth Advisory Group
Georgia
$1.33M +$143K +244 +12%
WA
2803
Westfuller Advisors
New York
$1.33M +$3.53K +6 +0.3%
PL
2804
Parthenon LLC
Kentucky
$1.33M
RFS
2805
Richardson Financial Services
Massachusetts
$1.33M -$948K -1,614 -42%
WHCI
2806
W.H. Cornerstone Investments
Massachusetts
$1.33M +$3.52K +6 +0.3%
FAM
2807
Formidable Asset Management
Ohio
$1.32M -$500K -927 -27%
KCIC
2808
Kuhn & Co Investment Counsel
Illinois
$1.32M +$5.28K +9 +0.4%
DF
2809
Define Financial
California
$1.32M +$1.32M +2,252 New
PFA
2810
Pathway Financial Advisers
Indiana
$1.32M +$107K +183 +9%
MTIC
2811
Missouri Trust & Investment Company
Missouri
$1.32M -$15.2K -26 -1%
CWA
2812
Consilio Wealth Advisors
Washington
$1.32M -$1.17K -2 -0.1%
AP
2813
Atwood & Palmer
Missouri
$1.32M -$4.69K -8 -0.4%
VBWMG
2814
Von Berge Wealth Management Group
California
$1.32M
AIFS
2815
A&I Financial Services
Colorado
$1.31M +$1.31M +2,241 New
NEWAS
2816
N.E.W. Advisory Services
Wisconsin
$1.31M +$8.21K +14 +0.6%
DC
2817
Darrow Company
Massachusetts
$1.31M -$10.5K -18 -0.8%
CPA
2818
Capital Planning Advisors
California
$1.31M -$293K -500 -18%
AIA
2819
Armor Investment Advisors
North Carolina
$1.3M +$586 +1 +0%
LRIA
2820
Leonard Rickey Investment Advisors
Washington
$1.3M +$197K +395 +18%
FCM
2821
Fourpath Capital Management
Oklahoma
$1.3M -$38.1K -65 -3%
PHS
2822
Pekin Hardy Strauss
Illinois
$1.3M -$21.1K -36 -2%
FSA
2823
Fort Sheridan Advisors
Illinois
$1.3M +$310K +529 +31%
CCA
2824
Criterion Capital Advisors
Tennessee
$1.3M
TCOT
2825
Trust Company of Tennessee
Tennessee
$1.3M +$33.4K +57 +3%