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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 %
TA
2901
TFG Advisers
Michigan
$702K -$49.7K -95 -7%
FA
2902
Financial Alternatives
California
$701K
TCMP
2903
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K +$1.05K +2 +0.2%
MWM
2904
Mattern Wealth Management
Kansas
$698K -$32.4K -62 -4%
BFWM
2905
Bright Futures Wealth Management
New York
$693K +$693K +1,268 New
HP
2906
HT Partners
Connecticut
$692K
WTFG
2907
Wells Trecaso Financial Group
Ohio
$691K -$52.3K -100 -7%
ECA
2908
Elevated Capital Advisors
Utah
$690K +$255K +487 +58%
BWIA
2909
Bryant Woods Investment Advisors
New York
$690K +$8.9K +17 +1%
BWL
2910
Beacon Wealthcare LLC
North Carolina
$690K +$46.5K +89 +7%
CPA
2911
Capital Performance Advisors
California
$685K -$266K -508 -28%
AIS
2912
AM Investment Strategies
Tennessee
$685K
HWP
2913
Heritage Wealth Partners
Ohio
$684K
BWP
2914
Bernardo Wealth Planning
Pennsylvania
$682K +$103K +197 +18%
BCFS
2915
Butensky & Cohen Financial Security
Florida
$682K -$19.9K -38 -3%
IP
2916
Investment Partners
Ohio
$681K +$1.05K +2 +0.2%
IIM
2917
Ipswich Investment Management
Massachusetts
$681K +$20.9K +40 +3%
CIG
2918
Cascade Investment Group
Colorado
$681K -$7.85K -15 -1%
GOCP
2919
Great Oak Capital Partners
Massachusetts
$679K +$1.05K +2 +0.2%
FF
2920
Financial Futures
New Jersey
$678K -$11K -21 -2%
FWM
2921
FSA Wealth Management
Massachusetts
$675K +$2.09K +4 +0.3%
CCM
2922
Carlson Capital Management
Minnesota
$674K -$2.62M -5,014 -80%
4WM
2923
4J Wealth Management
Virginia
$673K +$17.3K +33 +3%
HWM
2924
HighMark Wealth Management
Minnesota
$673K -$12K -22 -2%
CMBA
2925
C.M. Bidwell & Associates
Hawaii
$672K