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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 %
WMN
3076
Wealth Management Nebraska
Nebraska
$942K +$942K +1,607 New
BOJHT
3077
Bank of Jackson Hole Trust
Wyoming
$941K +$941K +1,606 New
NWMP
3078
Noble Wealth Management PBC
Colorado
$941K +$941K +1,605 New
CFS
3079
Compass Financial Services
Iowa
$939K +$939K +1,603 New
MAG
3080
MRA Advisory Group
New Jersey
$937K +$9.38K +16 +1%
ACM
3081
Alamar Capital Management
California
$933K
CPG
3082
Cornerstone Planning Group
New Jersey
$931K -$25.2K -42 -3%
JHP
3083
James Hambro & Partners
United Kingdom
$931K +$931K +1,588 New
SIG
3084
Sargent Investment Group
Maryland
$929K +$573K +986 +161%
PAG
3085
Poinciana Advisors Group
Florida
$928K +$928K +1,583 New
CWP
3086
Concord Wealth Partners
Virginia
$926K +$440K +751 +90%
MCA
3087
Martin Capital Advisors
Texas
$924K -$76.2K -130 -8%
CNBOF
3088
City National Bank of Florida
Florida
$924K +$924K +1,577 New
BWM
3089
BKM Wealth Management
Wisconsin
$922K -$96.7K -165 -9%
EI
3090
Ethic Inc
New York
$921K +$58K +99 +7%
GGS
3091
Galvin Gaustad & Stein
Arizona
$921K +$5.28K +9 +0.6%
BWP
3092
Bernardo Wealth Planning
Pennsylvania
$919K -$1.16K -2 -0.1%
AA
3093
AJ Advisors
Tennessee
$918K +$2.93K +5 +0.3%
RF
3094
Rossby Financial
Florida
$915K +$915K +1,561 New
AWM
3095
AAF Wealth Management
Massachusetts
$915K +$280K +478 +44%
EBWM
3096
Eagle Bluffs Wealth Management
Missouri
$914K
WBCM
3097
Wilson & Boucher Capital Management
California
$913K -$154K -262 -14%
OWM
3098
Opes Wealth Management
California
$913K +$49.2K +84 +6%
BWM
3099
Birchcreek Wealth Management
Ohio
$912K
VFIC
3100
Valley Forge Investment Consultants
Pennsylvania
$907K +$586K +1,000 +183%