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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 %
TWM
2826
Trevian Wealth Management
Massachusetts
$1.3M +$1.76K +3 +0.1%
KCPG
2827
Kavar Capital Partners Group
Kansas
$1.3M
WFA
2828
Wade Financial Advisory
California
$1.3M +$451K +770 +53%
FG
2829
Fiduciary Group
Georgia
$1.29M +$586 +1 +0%
TFA
2830
Toth Financial Advisory
Virginia
$1.29M -$24K -41 -2%
RIA
2831
Retirement Investment Advisors
Oklahoma
$1.29M -$236K -402 -15%
EC
2832
Estate Counselors
Wisconsin
$1.29M -$14.7K -25 -1%
SCM
2833
Sebold Capital Management
Illinois
$1.29M -$2.93K -5 -0.2%
MA
2834
MBA Advisors
Pennsylvania
$1.28M -$586 -1 -0%
BWA
2835
Bordeaux Wealth Advisors
California
$1.28M -$1.17K -2 -0.1%
BFWM
2836
Bright Futures Wealth Management
New York
$1.28M -$81.9K -136 -6%
GBWM
2837
Granite Bay Wealth Management
New Hampshire
$1.28M +$293K +499 +30%
SAA
2838
Southeast Asset Advisors
Georgia
$1.27M -$234K -399 -16%
VCS
2839
Vaughan & Co Securities
New Jersey
$1.27M -$586 -1 -0%
BMM
2840
Buffington Mohr McNeal
Idaho
$1.26M +$56.9K +97 +5%
WIC
2841
WealthBridge Investment Counsel
Alberta, Canada
$1.26M +$20.5K +35 +2%
SI
2842
Sava Infond
Slovenia
$1.26M +$1.26M +2,150 New
AIC
2843
Archer Investment Corporation
Indiana
$1.26M +$58.6K +100 +5%
LRPA
2844
L. Roy Papp & Associates
Arizona
$1.26M +$29.9K +51 +2%
RWM
2845
Rockline Wealth Management
New York
$1.26M
DWM
2846
Dorchester Wealth Management
Quebec, Canada
$1.25M -$64.5K -110 -5%
RCM
2847
Radnor Capital Management
Pennsylvania
$1.25M +$140K +239 +13%
CICI
2848
Capital Investment Counsel Inc
North Carolina
$1.25M
MWM
2849
Massachusetts Wealth Management
Massachusetts
$1.25M
PPC
2850
Park Place Capital
Alabama
$1.25M +$170K +290 +16%