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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 %
LFP
3376
Lakeshore Financial Planning
Michigan
$315K +$22.5K +43 +8%
CS
3377
Crescent Sterling
Louisiana
$314K
RAM
3378
Ramirez Asset Management
New York
$314K
GCM
3379
Graham Capital Management
Connecticut
$314K +$314K +600 New
MWA
3380
Muirfield Wealth Advisors
North Carolina
$313K +$67K +128 +27%
GWMIA
3381
Global Wealth Management Investment Advisory
Florida
$313K
CIAS
3382
CBIZ Investment Advisory Services
Ohio
$311K +$52.5K +100 +20%
CPC
3383
Cookson Peirce & Co
Pennsylvania
$311K
WFS
3384
Walker Financial Services
Kentucky
$311K +$9.94K +19 +3%
SW
3385
SMART Wealth
Nebraska
$311K -$1.04M -1,983 -77%
MWP
3386
Meridian Wealth Partners
Pennsylvania
$308K
NC
3387
NovaPoint Capital
Georgia
$308K -$204K -390 -40%
MRCM
3388
M&R Capital Management
New Jersey
$307K -$207K -395 -40%
MWM
3389
Maltin Wealth Management
New Jersey
$307K +$523 +1 +0.2%
KCM
3390
Kaye Capital Management
California
$305K +$1.05K +2 +0.3%
CA
3391
Crumly & Associates
Illinois
$305K
RFN
3392
RDA Financial Network
Iowa
$304K +$2.09K +4 +0.7%
PWM
3393
Provident Wealth Management
Tennessee
$303K -$3.66K -7 -1%
KL
3394
KilterHowling LLC
Colorado
$303K
BFA
3395
Brown Financial Advisory
Alabama
$303K +$8.89K +17 +3%
RW
3396
RVW Wealth
California
$301K
ASW
3397
Astoria Strategic Wealth
Texas
$301K
AIM
3398
Arcadia Investment Management
Michigan
$300K -$523 -1 -0.2%
BWG
3399
Berry Wealth Group
Texas
$300K
AF
3400
Apollon Financial
South Carolina
$297K +$6.27K +12 +2%