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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 %
AWM
2826
AllSquare Wealth Management
New York
$789K +$26.2K +50 +3%
PGF
2827
Plan Group Financial
Oklahoma
$789K
IPAM
2828
Investment Partners Asset Management
New Jersey
$789K -$78.5K -150 -9%
NCTC
2829
New Covenant Trust Company
Indiana
$787K +$787K +1,505 New
RIM
2830
RW Investment Management
Idaho
$786K
CWP
2831
Core Wealth Partners
California
$785K +$62.3K +119 +9%
JLBC
2832
J.L. Bainbridge & Co
Florida
$785K
PFG
2833
PAX Financial Group
Texas
$785K
PCM
2834
Pennsylvania Capital Management
Pennsylvania
$784K +$2.09K +4 +0.3%
FG
2835
Foster Group
Iowa
$781K -$632K -1,207 -45%
FWM
2836
Finer Wealth Management
Massachusetts
$780K +$5.75K +11 +0.7%
CC
2837
Centiva Capital
New York
$778K +$778K +1,488 New
GFG
2838
Greystone Financial Group
Michigan
$778K +$2.09K +4 +0.3%
SIA
2839
Schear Investment Advisers
Ohio
$778K +$71.6K +137 +10%
IAG
2840
Investment Advisory Group
Massachusetts
$776K +$50.2K +96 +7%
EWA
2841
Encompass Wealth Advisors
Oregon
$776K
CJL
2842
Cyrus J. Lawrence
New York
$773K +$773K +1,478 New
FAM
2843
Fenimore Asset Management
New York
$773K
CC
2844
Capital Counsel
New York
$771K -$267K -510 -26%
CIA
2845
Cladis Investment Advisory
Montana
$771K
EI
2846
Ethic Inc
New York
$771K
AA
2847
Aufman Associates
Pennsylvania
$769K -$20.9K -40 -3%
AWM
2848
Aberdeen Wealth Management
Illinois
$768K
TIA
2849
Tiemann Investment Advisors
California
$767K
PRI
2850
Prepared Retirement Institute
Pennsylvania
$766K +$14.6K +28 +2%