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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 %
JAFL
3176
Jay A. Fishman Ltd
Michigan
$447K
WMA
3177
Wealth Management Associates
New Jersey
$445K -$68K -125 -13%
SWM
3178
Silverlake Wealth Management
Vermont
$444K -$6.28K -12 -1%
KBC Group
3179
KBC Group
Belgium
$444K -$702K -1,340 -61%
BWG
3180
Balanced Wealth Group
Ohio
$443K +$3.12K +6 +0.7%
TWM
3181
Tanager Wealth Management
United Kingdom
$441K +$74.5K +142 +20%
RLWM
3182
RF&L Wealth Management
Massachusetts
$440K
NC
3183
Napatree Capital
Rhode Island
$438K -$5.02K -10 -1%
RP
3184
Rowlandmiller & Partners
Georgia
$438K -$9.94K -19 -2%
RIA
3185
RPG Investment Advisory
California
$436K -$21.4K -41 -5%
PPA
3186
Painted Porch Advisors
California
$436K +$145K +278 +50%
PSP
3187
Pacific Sage Partners
Washington
$436K +$89.4K +171 +26%
PS
3188
Planned Solutions
California
$436K
PPWP
3189
Premier Path Wealth Partners
New Jersey
$435K -$2.62K -5 -0.6%
SPWM
3190
Straight Path Wealth Management
Michigan
$435K
CAMV
3191
Concord Asset Management (Virginia)
Virginia
$435K +$523 +1 +0.1%
AWMG
3192
Alliance Wealth Management Group
New Jersey
$434K +$434K +830 New
CCM
3193
Crew Capital Management
Ohio
$433K +$10.5K +20 +2%
WAM
3194
Walker Asset Management
Missouri
$432K
DWM
3195
Darwin Wealth Management
Florida
$432K -$109K -208 -20%
RCA
3196
Riverview Capital Advisers
Massachusetts
$432K +$34K +65 +9%
VCM
3197
Vision Capital Management
Oregon
$432K -$42.4K -81 -9%
RA
3198
RiverTree Advisors
Florida
$430K
MHIC
3199
Marble Harbor Investment Counsel
Massachusetts
$430K +$523 +1 +0.1%
JWM
3200
JGP Wealth Management
Oregon
$430K +$47.6K +91 +12%