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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 %
WIC
3351
Wilkins Investment Counsel
Massachusetts
$642K
LW
3352
Lauer Wealth
Indiana
$642K +$642K +1,096 New
HWMO
3353
Heritage Wealth Management (Ohio)
Ohio
$642K +$8.79K +15 +1%
MAM
3354
MWA Asset Management
Massachusetts
$642K -$243K -414 -27%
TPW
3355
Transatlantique Private Wealth
New York
$642K
CWR
3356
Chico Wealth RIA
California
$641K
SBF
3357
Sara-Bay Financial
Florida
$640K -$13.5K -23 -2%
VPW
3358
Variant Private Wealth
Virginia
$638K +$638K +1,089 New
CW
3359
Code Waechter
Florida
$638K -$38.7K -66 -6%
HCP
3360
Hamilton Capital Partners
Georgia
$638K +$638K +1,088 New
RDFA
3361
Ritter Daniher Financial Advisory
Ohio
$636K -$14.7K -25 -2%
NFTC
3362
North Forty Two & Co
Oregon
$636K +$636K +1,085 New
TC
3363
Tenret Company
Florida
$634K +$311K +531 +96%
BBL
3364
Beck Bode LLC
Massachusetts
$632K -$278K -474 -31%
LWM
3365
Level Wealth Management
North Carolina
$631K +$631K +1,077 New
IFA
3366
Interactive Financial Advisors
Illinois
$629K -$25.2K -43 -4%
TW
3367
Traveka Wealth
California
$628K
CWA
3368
Choice Wealth Advisors
Maine
$627K +$423K +721 +207%
NRW
3369
Nova R Wealth
Kansas
$624K +$2.34K +4 +0.4%
AFS
3370
Access Financial Services
Minnesota
$622K +$2.56K +5 +0.4%
CWM
3371
Collaborative Wealth Management
Florida
$622K -$737K -1,257 -54%
KCM
3372
KRS Capital Management
Michigan
$619K
4A
3373
4Wealth Advisors
Illinois
$619K +$619K +1,056 New
CEI
3374
Clark Estates Inc
New York
$618K
ELM
3375
Elite Life Management
Florida
$617K -$2.93K -5 -0.5%