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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 %
CWM
2926
Centric Wealth Management
Illinois
$1.14M +$10.5K +18 +0.9%
NCM
2927
Narwhal Capital Management
Georgia
$1.14M +$448K +765 +65%
AIS
2928
AM Investment Strategies
Tennessee
$1.14M
CPSC
2929
Carl P. Sherr & Co
Massachusetts
$1.14M
PP
2930
Postrock Partners
Oregon
$1.14M +$1.14M +1,941 New
LC
2931
Landaas & Company
Wisconsin
$1.13M +$523K +892 +86%
FSC
2932
Full Sail Capital
Oklahoma
$1.13M -$17K -29 -1%
NBWM
2933
North Berkeley Wealth Management
California
$1.13M +$1.13M +1,921 New
JMFC
2934
J.M. Forbes & Co
Massachusetts
$1.12M +$631K +1,077 +128%
FAC
2935
Financial Advisory Corporation
Michigan
$1.12M +$1.12M +1,910 New
BTIM
2936
BancFirst Trust & Investment Management
Oklahoma
$1.12M -$58.8K -100 -5%
RCA
2937
Roberts Capital Advisors
Colorado
$1.12M -$246K -420 -18%
TFM
2938
Trademark Financial Management
Minnesota
$1.12M +$430K +733 +63%
RTL
2939
Red Tortoise LLC
Georgia
$1.12M -$586 -1 -0.1%
PHIC
2940
Pine Haven Investment Counsel
Massachusetts
$1.11M
SC
2941
Scratch Capital
Idaho
$1.11M +$1.11M +1,900 New
OCM
2942
Orleans Capital Management
Louisiana
$1.11M
FC
2943
FCA Corp
Texas
$1.11M
GFWA
2944
Grey Fox Wealth Advisors
Delaware
$1.11M -$34.1K -58 -3%
KHCM
2945
Kirtland Hills Capital Management
Ohio
$1.11M -$23.4K -40 -2%
CWG
2946
Crown Wealth Group
North Carolina
$1.1M +$536K +914 +94%
FDDB
2947
Fidelity D&D Bancorp
Pennsylvania
$1.1M
DWM
2948
DecisionMap Wealth Management
Virginia
$1.1M +$1.1M +1,881 New
FCAS
2949
First Command Advisory Services
Texas
$1.1M -$7.03K -12 -0.6%
STA
2950
Smith Thornton Advisors
Alabama
$1.1M