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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 %
CRI
3126
Commonwealth Retirement Investments
Virginia
$880K -$56.9K -97 -6%
VAG
3127
VisionPoint Advisory Group
Texas
$880K -$66.1K -113 -7%
CNB
3128
Camden National Bank
Maine
$879K -$11.7K -20 -1%
OPW
3129
Osprey Private Wealth
New York
$879K
EWA
3130
Encompass Wealth Advisors
Oregon
$875K +$21.7K +37 +3%
FCT
3131
Family Capital Trust
Massachusetts
$874K -$15.2K -26 -2%
AWC
3132
Abundance Wealth Counselors
Pennsylvania
$874K +$874K +1,491 New
RWM
3133
Rockwood Wealth Management
Pennsylvania
$872K -$254K -432 -23%
AFC
3134
AFT Forsyth & Company
Florida
$872K -$68K -116 -7%
CFO
3135
CVA Family Office
Colorado
$872K -$29.3K -50 -3%
AIA
3136
Alternative Investment Advisors
Florida
$871K -$214K -366 -20%
NPA
3137
Nichols & Pratt Advisers
Massachusetts
$871K
PPWM
3138
Paragon Private Wealth Management
Kentucky
$870K -$24.6K -42 -3%
SCA
3139
Sulzberger Capital Advisors
Florida
$866K +$866K +1,478 New
FAM
3140
Fenimore Asset Management
New York
$866K -$586 -1 -0.1%
AWM
3141
AllSquare Wealth Management
New York
$864K
CIA
3142
Cladis Investment Advisory
Montana
$864K
RIP
3143
RAM Investment Partners
Washington
$862K +$2.93K +5 +0.3%
HKAM
3144
Horizon Kinetics Asset Management
New York
$862K -$103K -176 -11%
MCA
3145
Midwest Capital Advisors
Michigan
$862K +$862K +1,470 New
BH
3146
Burk Holdings
Oklahoma
$861K +$861K +1,469 New
ZIG
3147
Zuckerman Investment Group
Illinois
$859K -$165K -276 -16%
EFG
3148
Elm3 Financial Group
Georgia
$857K +$857K +1,462 New
SF
3149
Schaeffer Financial
Maryland
$857K +$232K +396 +37%
BHA
3150
Beech Hill Advisors
New York
$857K -$7.62K -13 -0.9%