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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 %
BWG
3026
Beta Wealth Group
California
$580K +$140K +268 +32%
GCA
3027
Greenwood Capital Associates
South Carolina
$580K -$24.1K -46 -4%
JJBC
3028
James J. Burns & Company
New York
$579K -$9.33K -18 -2%
AFIA
3029
America First Investment Advisors
Nebraska
$578K +$1.57K +3 +0.3%
VH
3030
Visionary Horizons
Tennessee
$577K -$61.8K -121 -10%
NPPM
3031
North Point Portfolio Managers
Ohio
$576K +$168K +321 +41%
PBF
3032
Petix & Botte Financial
California
$576K +$200K +382 +53%
CPW
3033
Cove Private Wealth
New York
$575K
CWM
3034
Certus Wealth Management
California
$575K
DAM
3035
Derbend Asset Management
Georgia
$574K +$22.5K +43 +4%
WIC
3036
Wilkins Investment Counsel
Massachusetts
$573K -$105K -200 -15%
VFG
3037
Victory Financial Group
Texas
$572K -$46.6K -89 -8%
CWR
3038
Chico Wealth RIA
California
$572K
2L
3039
25 LLC
Missouri
$571K +$31.9K +61 +6%
HBW
3040
Hazlett, Burt & Watson
West Virginia
$570K
CWA
3041
Canvas Wealth Advisors
Kansas
$569K +$35K +70 +7%
BMD
3042
Better Money Decisions
New Mexico
$568K +$226K +433 +66%
EA
3043
Eudaimonia Advisors
Tennessee
$568K -$49.7K -95 -8%
LI
3044
LVZ Inc
Michigan
$568K +$22.5K +43 +4%
SIC
3045
SJS Investment Consulting
Ohio
$564K +$523 +1 +0.1%
CFGF
3046
Compass Financial Group (Florida)
Florida
$563K
PA
3047
PFW Advisors
Georgia
$562K -$9.94K -19 -2%
SL
3048
SFM LLC
New Hampshire
$562K
AWM
3049
AAF Wealth Management
Massachusetts
$561K -$10.5K -20 -2%
CM
3050
Cornerstone Management
Georgia
$560K +$68.5K +131 +14%