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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 %
GB
3301
Goepper Burkhardt
South Carolina
$684K +$20.5K +35 +3%
RWM
3302
RBA Wealth Management
California
$683K +$683K +1,166 New
FA
3303
FF Advisors
California
$683K +$233K +386 +52%
PCM
3304
Pointe Capital Management
Michigan
$683K
CAMV
3305
Concord Asset Management (Virginia)
Virginia
$682K +$196K +334 +40%
CPA
3306
Capital Performance Advisors
California
$681K -$2.34K -4 -0.3%
EF
3307
Exeter Financial
Arizona
$680K -$1.76K -3 -0.3%
ACM
3308
Ardent Capital Management
Ohio
$680K
CWM
3309
Certus Wealth Management
California
$680K
SFMG
3310
Sage Financial Management Group
Virginia
$678K
JPWM
3311
Jamison Private Wealth Management
Georgia
$675K -$8.21K -14 -1%
SWM
3312
Silverlake Wealth Management
Vermont
$675K +$38.7K +66 +6%
AWM
3313
Avaii Wealth Management
Wisconsin
$673K -$8.21K -14 -1%
AWP
3314
Atlas Wealth Partners
Pennsylvania
$672K +$316K +540 +89%
3AM
3315
3EDGE Asset Management
Florida
$671K -$4.69K -8 -0.7%
BW
3316
BostonPremier Wealth
Massachusetts
$671K +$671K +1,145 New
MIM
3317
Moseley Investment Management
Florida
$671K +$311K +531 +86%
HG
3318
Harbor Group
New Hampshire
$670K -$12.3K -21 -2%
IWB
3319
Innovative Wealth Building
Maryland
$668K +$668K +1,140 New
RS
3320
Rakuten Securities
Japan
$668K -$109K -186 -14%
STCOSD
3321
Sageworth Trust Company of South Dakota
South Dakota
$668K
DWM
3322
Darwin Wealth Management
Florida
$666K +$31.1K +53 +5%
BWM
3323
BCGM Wealth Management
Indiana
$666K -$203K -346 -23%
AMM
3324
American Money Management
California
$666K -$45.1K -77 -6%
SL
3325
SWMG LLC
Texas
$665K +$37.6K +62 +6%