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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 %
KMWM
3451
Keudell/Morrison Wealth Management
Oregon
$564K +$48.1K +82 +9%
VFP
3452
Vested Financial Planning
California
$561K +$561K +957 New
LJCM
3453
Lee Johnson Capital Management
Texas
$560K
ACA
3454
Anchor Capital Advisors
Massachusetts
$559K +$176K +301 +46%
MCB
3455
Morton Community Bank
Illinois
$559K
1WA
3456
180 Wealth Advisors
Washington
$557K
SF
3457
Slagle Financial
Illinois
$555K +$1.17K +2 +0.2%
GI
3458
GLOBALT Investments
Georgia
$554K -$55.7K -95 -9%
EFH
3459
Eaton Financial Holdings
Florida
$553K +$1.17K +2 +0.2%
PA
3460
Probity Advisors
Texas
$553K -$82.6K -141 -13%
GCA
3461
Greenwood Capital Associates
South Carolina
$553K -$17.6K -30 -3%
RCM
3462
Requisite Capital Management
Texas
$553K +$588 +1 +0.1%
PPWP
3463
Premier Path Wealth Partners
New Jersey
$553K +$87.9K +150 +19%
OBWP
3464
O'Brien Wealth Partners
Massachusetts
$552K -$279K -476 -34%
CP
3465
Creekside Partners
California
$551K -$5.27K -9 -0.9%
TC
3466
Truvestments Capital
Florida
$551K -$32.2K -55 -6%
QHA
3467
Quarry Hill Advisors
Minnesota
$549K
AFWM
3468
AMJ Financial Wealth Management
Virginia
$548K +$5.86K +10 +1%
DWM
3469
Dopkins Wealth Management
New York
$548K +$548K +935 New
CM
3470
Columbus Macro
Pennsylvania
$547K -$73.3K -125 -12%
AIA
3471
Allied Investment Advisors
Montana
$547K +$8.79K +15 +2%
CFM
3472
Coronation Fund Managers
South Africa
$547K +$547K +933 New
FC
3473
Fulcrum Capital
Washington
$545K
TR
3474
Tepp RIA
New Jersey
$545K +$545K +930 New
JCFM
3475
JBR Co Financial Management
Oklahoma
$544K +$17K +29 +3%