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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 %
V
3476
ViaWealth
Kansas
$256K
MCM
3477
McRae Capital Management
New Jersey
$256K
MWM
3478
Moulton Wealth Management
Washington
$256K
SC
3479
Schiavi & Co
Delaware
$255K
KFS
3480
Kurt F. Somerville
$254K +$254K +486 New
BMCM
3481
Burns Matteson Capital Management
New York
$251K -$218K -416 -46%
BC
3482
Blackhill Capital
New Jersey
$250K
SC
3483
Schulhoff & Co
Ohio
$248K
KHC
3484
Koesten Hirschmann & Crabtree
Kansas
$248K +$31.4K +60 +14%
C1AG
3485
Client 1st Advisory Group
Florida
$248K
PWMG
3486
Private Wealth Management Group
New Jersey
$247K
BMO
3487
Beck Mack & Oliver
New York
$247K
MA
3488
Menlo Advisors
California
$245K
HWP
3489
Highline Wealth Partners
California
$244K +$88.5K +169 +57%
BF
3490
Brooklyn FI
New York
$244K +$244K +467 New
HKIM
3491
Hayek Kallen Investment Management
Alabama
$243K +$243K +465 New
KWM
3492
Koa Wealth Management
California
$242K +$242K +463 New
OBGC
3493
O'Brien Greene & Co
Pennsylvania
$242K -$52.3K -100 -18%
KIG
3494
Kennedy Investment Group
New Jersey
$241K +$1.05K +2 +0.4%
ERWM
3495
Elk River Wealth Management
Colorado
$240K -$1.13M -2,159 -82%
TPWM
3496
Twelve Points Wealth Management
Massachusetts
$239K -$169K -323 -41%
CSC
3497
Caldwell Sutter Capital
California
$239K -$7.32K -14 -3%
WCM
3498
Whitener Capital Management
North Carolina
$239K
MWM
3499
Mascoma Wealth Management
New Hampshire
$239K
WAS
3500
WESPAC Advisors SoCal
California
$237K -$101K -194 -30%