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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 %
TFO
3201
Tarbox Family Office
California
$429K +$19.9K +38 +5%
GSWM
3202
Greenup Street Wealth Management
Michigan
$429K -$2.92M -6,943 -87%
LFGO
3203
Legacy Financial Group (Oklahoma)
Oklahoma
$428K -$5.76K -11 -1%
TDC
3204
Thompson Davis & Co
Virginia
$428K +$1.57K +3 +0.4%
CTFG
3205
Capstone Triton Financial Group
Oklahoma
$427K
DWM
3206
Drive Wealth Management
Utah
$427K -$480K -915 -53%
TDWM
3207
Topel & Distasi Wealth Management
California
$427K -$38.2K -73 -8%
LL
3208
LPWM LLC
Minnesota
$426K +$6.17K +12 +1%
ATI
3209
ARK & TLK Investments
Oklahoma
$426K
ACM
3210
Academy Capital Management
Texas
$425K -$29.8K -57 -7%
PGIM
3211
Pacific Global Investment Management
California
$424K +$29.3K +56 +7%
AWC
3212
Adamsbrown Wealth Consultants
Kansas
$423K +$1.05K +2 +0.2%
WFA
3213
WestHill Financial Advisors
California
$421K
RF
3214
Robbins Farley
New Hampshire
$420K +$2.09K +4 +0.5%
CWAG
3215
Compton Wealth Advisory Group
Virginia
$418K +$418K +800 New
SDIC
3216
South Dakota Investment Council
South Dakota
$418K +$418K +800 New
EFS
3217
Econ Financial Services
Pennsylvania
$415K -$953K -1,822 -70%
LL
3218
LWMG LLC
Minnesota
$415K -$236K -451 -36%
RVM
3219
Robinson Value Management
Texas
$414K -$3.05M -5,830 -88%
BZWA
3220
Blue Zone Wealth Advisors
California
$414K +$36.6K +70 +10%
HAC
3221
Harbor Advisory Corp
New Hampshire
$414K
WFMPM
3222
Woodley Farra Manion Portfolio Management
Indiana
$414K -$319K -608 -44%
CCMI
3223
Creative Capital Management Investments
California
$413K +$45.5K +87 +12%
BBI
3224
Baxter Bros Inc
Connecticut
$412K +$8.89K +17 +2%
BWA
3225
Boulder Wealth Advisors
Colorado
$412K +$412K +787 New