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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 %
OAM
3326
Oak Asset Management
California
$348K
MCWA
3327
Meadow Creek Wealth Advisors
Georgia
$348K +$56K +107 +19%
CCT
3328
Chemung Canal Trust
New York
$347K
BWM
3329
Brown Wealth Management
Illinois
$347K
PHWM
3330
Pine Harbor Wealth Management
Maryland
$346K +$1.05K +2 +0.3%
CCM
3331
Cutler Capital Management
Massachusetts
$345K
CWA
3332
CJM Wealth Advisers
Virginia
$345K -$2.09K -4 -0.6%
EW
3333
Enzi Wealth
Texas
$345K -$1.01K -2 -0.3%
CRI
3334
Colonial River Investments
Virginia
$345K -$149K -284 -30%
WAG
3335
Windsor Advisory Group
Ohio
$345K +$83.1K +159 +32%
VCM
3336
Versant Capital Management
Arizona
$345K +$523 +1 +0.2%
AHC
3337
Adell Harriman & Carpenter
Texas
$344K
MWA
3338
Miller Wealth Advisors
Colorado
$344K +$1.57K +3 +0.5%
FI
3339
FWG Investments
Kentucky
$344K -$42.4K -81 -11%
LB
3340
Legacy Bridge
Iowa
$344K +$5.23K +10 +2%
SMAM
3341
Sugar Maple Asset Management
Wisconsin
$342K +$342K +653 New
GCM
3342
Goldstream Capital Management
Hong Kong
$341K
PA
3343
PSI Advisors
Florida
$341K -$64.9K -124 -16%
GA
3344
Greytown Advisors
Florida
$339K +$525 +1 +0.2%
SIM
3345
Sentry Investment Management
Wisconsin
$339K +$339K +648 New
SWA
3346
ShankerValleau Wealth Advisors
Illinois
$338K -$20.4K -39 -6%
EFIC
3347
Eliot Finkel Investment Counsel
California
$337K
VFIC
3348
Valley Forge Investment Consultants
Pennsylvania
$336K
BA
3349
Baugh & Associates
Georgia
$336K +$36.6K +70 +12%
WA
3350
WP Advisors
California
$336K +$42.3K +81 +14%