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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 %
HIM
3501
Hanlon Investment Management
New Jersey
$237K
LAM
3502
LifePro Asset Management
California
$236K -$15.2K -29 -6%
PC
3503
Pecaut & Co
Iowa
$236K
KCM
3504
Kathmere Capital Management
Pennsylvania
$236K -$523 -1 -0.2%
AWP
3505
Atlas Wealth Partners
Pennsylvania
$236K -$11.4K -22 -5%
SF
3506
Schaeffer Financial
Maryland
$236K -$8.37K -16 -3%
DI
3507
Diligent Investors
California
$235K +$4.18K +8 +2%
WKWM
3508
Walter & Keenan Wealth Management
Indiana
$234K
SFP
3509
Strategic Financial Partners
Oregon
$234K -$17.8K -34 -7%
PCM
3510
Poehling Capital Management
Wisconsin
$234K
OC
3511
OxenFree Capital
Florida
$234K
NF
3512
Norwood Financial
Pennsylvania
$233K -$65.4K -125 -22%
OWG
3513
Oxford Wealth Group
Florida
$230K +$230K +440 New
KIA
3514
KLR Investment Advisors
Rhode Island
$230K -$1.5K -3 -0.6%
BHPW
3515
Beverly Hills Private Wealth
California
$229K
FWM
3516
Fonville Wealth Management
Virginia
$228K
CNWM
3517
Clay Northam Wealth Management
California
$228K +$3.14K +6 +1%
ISWM
3518
Independent Solutions Wealth Management
New York
$226K +$226K +433 New
CWM
3519
Cabot Wealth Management
Massachusetts
$226K -$327K -626 -59%
SPG
3520
Strategic Planning Group
Utah
$226K +$1.05K +2 +0.5%
AR
3521
Advisory Research
Illinois
$225K -$1.95M -3,726 -90%
BHWM
3522
Bay Harbor Wealth Management
Maryland
$225K -$36.2K -69 -14%
RA
3523
Riversedge Advisors
Delaware
$225K +$523 +1 +0.2%
ADIM
3524
Alpha DNA Investment Management
Maryland
$224K +$31.9K +61 +17%
CIM
3525
Contravisory Investment Management
Massachusetts
$223K -$1.55M -2,959 -87%