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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 %
HCM
2976
Hall Capital Management
Rhode Island
$624K
AR
2977
Apeiron RIA
Texas
$624K -$44.4K -85 -7%
PWG
2978
Portside Wealth Group
Utah
$623K -$75.8K -145 -11%
PPWM
2979
Paragon Private Wealth Management
Kentucky
$623K +$37.1K +71 +6%
TW
2980
Traveka Wealth
California
$622K +$111K +212 +22%
IC
2981
Innealta Capital
Texas
$622K +$10.5K +20 +2%
EL
2982
EWA LLC
Pennsylvania
$622K -$72.9K -140 -10%
NPF
2983
Norris Perne & French
Michigan
$621K -$17.3K -33 -3%
ACM
2984
Altrius Capital Management
North Carolina
$618K
RWM
2985
Rockline Wealth Management
New York
$617K -$667K -1,274 -52%
NWM
2986
Northcape Wealth Management
New York
$617K
BFA
2987
Buttonwood Financial Advisors
Maryland
$615K -$2.09K -4 -0.3%
AFM
2988
Abbot Financial Management
Massachusetts
$614K +$52.3K +100 +9%
TIA
2989
Tandem Investment Advisors
South Carolina
$614K -$39.7K -76 -6%
WTB
2990
Washington Trust Bank
Washington
$614K +$16.2K +31 +3%
MFA
2991
Morling Financial Advisors
California
$612K +$242K +462 +65%
FA
2992
FC Advisory
Pennsylvania
$610K +$111K +212 +22%
SFMG
2993
Sage Financial Management Group
Virginia
$610K
I
2994
IMPACTfolio
Colorado
$609K +$23K +44 +4%
MAM
2995
Marotta Asset Management
Virginia
$608K +$4.18K +8 +0.7%
ACM
2996
Ardent Capital Management
Ohio
$607K
AWM
2997
Avaii Wealth Management
Wisconsin
$607K +$230K +439 +61%
EF
2998
Exeter Financial
Arizona
$606K -$9.24K -18 -2%
HP
2999
Hilltop Partners
Indiana
$606K +$12.6K +24 +2%
TWM
3000
TriaGen Wealth Management
California
$606K -$22.5K -43 -4%