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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 %
VWM
2976
Vermillion Wealth Management
Minnesota
$1.07M +$1.07M +1,825 New
MCM
2977
Marathon Capital Management
Maryland
$1.07M +$378K +645 +55%
SOAG
2978
Silver Oak Advisory Group
Oregon
$1.07M -$71.5K -122 -6%
CQWA
2979
Chokshi & Queen Wealth Advisors
California
$1.07M +$1.07M +1,820 New
EPM
2980
Elm Partners Management
Pennsylvania
$1.06M -$9.96K -17 -0.9%
AIA
2981
Angeles Investment Advisors
California
$1.06M
PVM
2982
Palogic Value Management
Texas
$1.06M
MWM
2983
Mascagni Wealth Management
Mississippi
$1.06M +$1.06M +1,891 New
IA
2984
Intellus Advisors
Florida
$1.06M +$1.06M +1,805 New
CWMGO
2985
Capstone Wealth Management Group (Oregon)
Oregon
$1.06M +$1.06M +1,803 New
TPW
2986
Talon Private Wealth
Florida
$1.06M +$323K +552 +44%
SAM
2987
Sherman Asset Management
California
$1.05M +$1.05M +1,800 New
WWM
2988
WJ Wealth Management
Arizona
$1.05M -$94.9K -162 -8%
VIM
2989
Vista Investment Management
Pennsylvania
$1.05M -$14.1K -24 -1%
CI
2990
CacheTech Inc
Utah
$1.05M +$1.05M +1,792 New
BCM
2991
Buckhead Capital Management
Georgia
$1.05M -$29.9K -51 -3%
GK
2992
Graney & King
New York
$1.05M +$1.05M +1,790 New
ICM
2993
IMS Capital Management
Oregon
$1.05M
CC
2994
Capital Counsel
New York
$1.05M +$184K +314 +21%
RCG
2995
Regatta Capital Group
California
$1.05M -$51.6K -88 -5%
IIC
2996
Integrated Investment Consultants
Michigan
$1.04M +$1.04M +450,386 +32,216%
SLWA
2997
San Luis Wealth Advisors
California
$1.04M +$18.2K +31 +2%
SPWG
2998
Syntegra Private Wealth Group
Missouri
$1.04M -$23.4K -40 -2%
SIM
2999
Stratos Investment Management
Ohio
$1.04M +$95K +162 +10%
HIMC
3000
Heritage Investors Management Corp
Maryland
$1.03M +$2.93K +5 +0.3%