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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 %
EBA
3001
Eagle Bay Advisors
New York
$1.03M +$510K +868 +98%
MA
3002
Mezzasalma Advisors
New Jersey
$1.03M +$442K +755 +75%
SWM
3003
Sendero Wealth Management
Texas
$1.03M
WWA
3004
Wealth Watch Advisors
Colorado
$1.03M +$1.03M +1,750 New
LI
3005
Lafayette Investments
Maryland
$1.03M +$248K +423 +32%
HIA
3006
HTG Investment Advisors
Connecticut
$1.02M
ISFAN
3007
Investor's Fiduciary Advisor Network
Washington
$1.02M +$1.02M +1,742 New
IPAM
3008
Investment Partners Asset Management
New Jersey
$1.02M +$64.5K +110 +7%
BFIC
3009
Bedell Frazier Investment Counselling
California
$1.02M +$69.2K +118 +7%
BWCS
3010
Beirne Wealth Consulting Services
Connecticut
$1.02M
IAG
3011
Ipsen Advisor Group
Arkansas
$1.02M +$1.02M +1,733 New
MA
3012
MAS Advisors
Florida
$1.01M
SAM
3013
Smartleaf Asset Management
Massachusetts
$1.01M +$50.6K +86 +5%
GCM
3014
GKV Capital Management
California
$1.01M +$1.01M +1,726 New
PCM
3015
Passive Capital Management
Maryland
$1.01M
LBA
3016
Letko, Brosseau & Associates
Quebec, Canada
$1.01M
FCM
3017
Fortis Capital Management
Washington
$1.01M +$32.2K +55 +3%
EMCIP
3018
Ewing Morris & Co Investment Partners
Ontario, Canada
$1M +$1M +1,714 New
DWM
3019
DKM Wealth Management
California
$1M +$1M +1,711 New
PFG
3020
Prospect Financial Group
Virginia
$1,000K +$1,000K +1,706 New
TCPG
3021
Trivant Custom Portfolio Group
California
$999K -$5.28K -9 -0.5%
PAG
3022
Powers Advisory Group
Illinois
$998K -$1.76K -3 -0.2%
LOPW
3023
Live Oak Private Wealth
North Carolina
$995K +$13.5K +23 +1%
BL
3024
Balentine LLC
Georgia
$995K -$48.6K -83 -5%
PF
3025
Prosperitas Financial
California
$995K -$75K -128 -7%