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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 %
MIM
3351
Moseley Investment Management
Florida
$334K +$334K +639 New
PWA
3352
Physician Wealth Advisors
Utah
$332K -$50.9K -101 -13%
DCM
3353
Dudley Capital Management
Virginia
$332K +$10.4K +20 +3%
CIA
3354
Cascade Investment Advisors
Oregon
$330K -$2.62K -5 -0.8%
SWM
3355
Salvus Wealth Management
New Jersey
$329K +$28.2K +54 +9%
CFG
3356
CKW Financial Group
Hawaii
$328K +$2.09K +4 +0.6%
GG
3357
Greenwood Gearhart
Arkansas
$328K
UWS
3358
Unique Wealth Strategies
Illinois
$327K -$72.2K -138 -18%
CPA
3359
Court Place Advisors
Maryland
$327K -$26.1K -50 -7%
HWM
3360
HRC Wealth Management
Idaho
$327K +$1.05K +2 +0.3%
PD
3361
Planning Directions
Pennsylvania
$326K +$523 +1 +0.2%
FSG
3362
Financial Strategies Group
Michigan
$326K
DW
3363
Dodds Wealth
Colorado
$326K -$3.66K -7 -1%
PW
3364
Peninsula Wealth
California
$326K
ARA
3365
Alexander Randolph Advisory
Virginia
$325K
FPF
3366
First Pacific Financial
Washington
$325K +$325K +620 New
BFP
3367
Briaud Financial Planning
Texas
$322K +$322K +615 New
PIFP
3368
Partners in Financial Planning
Virginia
$321K +$523 +1 +0.2%
MCP
3369
Mirador Capital Partners
California
$321K
GWM
3370
Gray Wealth Management
Maine
$320K +$523 +1 +0.2%
CA
3371
Carson Advisory
Georgia
$319K -$2.62K -5 -0.8%
AC
3372
Anson Capital
Georgia
$318K +$318K +608 New
MC
3373
Matisse Capital
Oregon
$318K +$14.6K +28 +5%
MGWA
3374
Monument Group Wealth Advisors
Massachusetts
$317K
MCM
3375
Mendel Capital Management
Arkansas
$317K -$39.7K -76 -11%