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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 %
WWP
2951
Waypoint Wealth Partners
California
$644K +$134K +256 +26%
OBWP
2952
O'Brien Wealth Partners
Massachusetts
$643K
ZIG
2953
Zuckerman Investment Group
Illinois
$643K
SA
2954
Stewardship Advisors
Pennsylvania
$642K -$323K -618 -33%
D
2955
Dentgroup
Louisiana
$642K +$2.62K +5 +0.4%
JPWM
2956
Jamison Private Wealth Management
Georgia
$642K +$12K +23 +2%
RPGK
2957
Retirement Planning Group (Kansas)
Kansas
$642K
UB
2958
Umpqua Bank
Oregon
$641K +$641K +1,225 New
SIA
2959
Sage Investment Advisers
New York
$635K
3AM
2960
3EDGE Asset Management
Florida
$634K -$28.2K -54 -4%
GHA
2961
Granite Harbor Advisors
Texas
$631K
CW
2962
Channel Wealth
California
$631K -$205K -391 -24%
CC
2963
Constitution Capital
Connecticut
$630K +$35K +67 +6%
DOA
2964
D'Orazio & Associates
Virginia
$630K +$6.28K +12 +1%
CBTWT
2965
Community Bank & Trust (Waco, Texas)
Texas
$629K +$235K +450 +60%
NCM
2966
Narwhal Capital Management
Georgia
$629K -$76.9K -147 -11%
CPG
2967
Custom Portfolio Group
Colorado
$628K +$108K +205 +21%
SCA
2968
Sassicaia Capital Advisers
New York
$628K -$732K -1,400 -54%
AW
2969
Alaethes Wealth
Nevada
$627K -$375K -714 -37%
EA
2970
Eclectic Associates
California
$626K +$238K +455 +61%
IFS
2971
Intelligent Financial Strategies
Minnesota
$626K
KAM
2972
KEB Asset Management
Illinois
$626K
VT
2973
Vise Technologies
New York
$625K +$141K +270 +29%
HFP
2974
Holistic Financial Partners
Indiana
$625K +$39.8K +76 +7%
PA
2975
Probity Advisors
Texas
$625K