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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 %
DAM
2901
Doheny Asset Management
California
$1.17M
BCP
2902
Blackhawk Capital Partners
Wisconsin
$1.17M -$30.5K -52 -3%
SMF
2903
Sterling Manor Financial
New York
$1.17M
HP
2904
Haven Private
Florida
$1.17M +$1.17M +1,994 New
CCA
2905
Cora Capital Advisors
New Jersey
$1.17M -$1.17K -2 -0.1%
MRP
2906
Measured Risk Portfolios
California
$1.17M +$1.17M +1,989 New
CF
2907
Convergence Financial
Missouri
$1.17M -$600K -1,024 -34%
CIC
2908
Cutler Investment Counsel
Oregon
$1.17M -$72.3K -123 -6%
PMWMG
2909
Parr McKnight Wealth Management Group
Minnesota
$1.16M +$1.16M +1,986 New
TF
2910
Theory Financial
Colorado
$1.16M +$115K +197 +11%
FCG
2911
Fielder Capital Group
Tennessee
$1.16M +$38.1K +65 +3%
KFA
2912
Kapstone Financial Advisors
Ohio
$1.16M +$74K +123 +7%
CCG
2913
Capital CS Group
California
$1.16M -$108K -184 -9%
PMSA
2914
Patrick M. Sweeney & Associates
Illinois
$1.16M -$29.3K -50 -2%
EFL
2915
ERn Financial LLC
Wisconsin
$1.16M -$497K -848 -30%
UCB
2916
United Community Bank
South Carolina
$1.16M -$52.7K -90 -4%
TCM
2917
Tran Capital Management
California
$1.16M +$75K +128 +7%
WP
2918
Wealthspan Partners
Iowa
$1.15M +$149K +255 +15%
BMA
2919
Brooks Moore & Associates
Tennessee
$1.15M -$117K -200 -9%
CPM
2920
Crescent Park Management
California
$1.15M +$1.15M +1,965 New
CWP
2921
Core Wealth Partners
California
$1.15M +$87.3K +149 +8%
NL
2922
Navalign LLC
California
$1.15M -$69.2K -118 -6%
PWP
2923
Precedent Wealth Partners
Texas
$1.15M +$17.6K +30 +2%
OHIS
2924
Oak Harvest Investment Services
Texas
$1.15M -$96.1K -164 -8%
AF
2925
Alerus Financial
North Dakota
$1.14M +$19.3K +33 +2%