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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 %
GWM
3401
GK Wealth Management
Nevada
$604K +$604K +1,030 New
BCI
3402
Blue Capital Inc
Nebraska
$603K +$603K +1,029 New
RFN
3403
RDA Financial Network
Iowa
$603K +$9.96K +17 +2%
SAM
3404
Steinberg Asset Management
New York
$602K
OCG
3405
Opus Capital Group
Ohio
$602K +$58K +99 +11%
WFM
3406
Wolff Financial Management
Michigan
$601K
EIA
3407
Eastover Investment Advisors
North Carolina
$601K
BWL
3408
Bogart Wealth LLC
Virginia
$601K +$128K +218 +27%
AFW
3409
Atlantic Family Wealth
Florida
$599K +$599K +1,022 New
AR
3410
Advisory Research
Illinois
$598K +$598K +1,021 New
SCM
3411
Sunbeam Capital Management
Georgia
$598K +$598K +1,017 New
EWM
3412
Elmwood Wealth Management
California
$597K -$205K -349 -26%
LAM
3413
Lakewood Asset Management
Illinois
$595K -$15.2K -26 -2%
PDM
3414
Penn Davis McFarland
Texas
$593K +$586 +1 +0.1%
IRC
3415
Investors Research Corp
Georgia
$593K
AIM
3416
Athena Investment Management
California
$589K
FNFDCM
3417
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$588K
SFA
3418
Seneca Financial Advisors
New York
$587K
RWM
3419
Rezny Wealth Management
Florida
$587K
SFG
3420
SevenBridge Financial Group
Pennsylvania
$587K -$7.87K -13 -1%
PCM
3421
Palisade Capital Management
New Jersey
$586K
WWP
3422
Waypoint Wealth Partners
California
$586K +$1.76K +3 +0.3%
CCM
3423
Courage Capital Management
Tennessee
$586K +$586K +1,000 New
APW
3424
Acima Private Wealth
Virginia
$585K
RhumbLine Advisers
3425
RhumbLine Advisers
Massachusetts
$585K