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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 %
GCA
2926
Gradient Capital Advisors
California
$669K +$12.6K +24 +2%
WCWM
2927
Willow Creek Wealth Management
California
$669K +$67.5K +129 +11%
TWP
2928
Total Wealth Planning
Ohio
$668K +$98.4K +188 +17%
SWM
2929
StoneCrest Wealth Management
Arizona
$665K -$6.8K -13 -1%
MCM
2930
Monarch Capital Management
Indiana
$665K
CVM
2931
Cheviot Value Management
California
$664K +$22.5K +43 +4%
ATIA
2932
American Trust Investment Advisors
New Hampshire
$663K -$120K -229 -15%
AA
2933
Addison Advisors
Vermont
$662K -$15.7K -30 -2%
RA
2934
Ruggaard & Associates
Ohio
$662K -$9.42K -18 -1%
IFA
2935
Interactive Financial Advisors
Illinois
$660K -$3.42M -6,532 -84%
CH
2936
Canton Hathaway
Rhode Island
$659K -$68K -130 -9%
SRL
2937
Scientech Research LLC
New Jersey
$655K -$302K -577 -32%
RIP
2938
RAM Investment Partners
Washington
$655K +$139K +265 +27%
HG
2939
Harbor Group
New Hampshire
$653K +$1.05K +2 +0.2%
IHL
2940
Investment House LLC
California
$652K -$720K -1,377 -52%
HC
2941
Hourglass Capital
Texas
$651K +$2.09K +4 +0.3%
FMN
2942
Financial Management Network
California
$649K -$3.59K -7 -0.5%
SP
2943
Sequent Planning
Nebraska
$649K +$649K +1,241 New
JA
2944
JVL Associates
Michigan
$649K
APM
2945
a16z Perennial Management
California
$648K
BWP
2946
Barlow Wealth Partners
Kentucky
$647K +$1.02K +2 +0.2%
NQWM
2947
Northwest Quadrant Wealth Management
Oregon
$646K -$3.14K -6 -0.5%
BG
2948
Bollard Group
Massachusetts
$645K -$271K -1,850 -30%
CFAM
2949
Center For Asset Management
Florida
$644K +$121K +232 +23%
SFS
2950
Shaker Financial Services
Virginia
$644K +$644K +1,222 New