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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 %
VPF
3551
Vantage Point Financial
Illinois
$489K +$489K +835 New
PSP
3552
Pacific Sage Partners
Washington
$489K
PS
3553
Planned Solutions
California
$488K
EF
3554
Elite Financial
Idaho
$487K +$487K +832 New
SFC
3555
Sprinkle Financial Consultants
Colorado
$486K -$41K -70 -8%
WA
3556
Waterford Advisors
New York
$485K -$50.4K -86 -9%
ECA
3557
Elevated Capital Advisors
Utah
$485K
CCWM
3558
Correct Capital Wealth Management
Missouri
$485K +$10.5K +18 +2%
HA
3559
HC Advisors
Georgia
$485K +$12.3K +21 +3%
4WM
3560
44 Wealth Management
Oregon
$485K +$225K +384 +87%
RBWA
3561
RFG - Bristol Wealth Advisors
Massachusetts
$483K +$483K +825 New
MWM
3562
Mittelman Wealth Management
Massachusetts
$482K -$57.4K -98 -11%
TFO
3563
Tarbox Family Office
California
$481K +$586 +1 +0.1%
FPCG
3564
Forum Private Client Group
Indiana
$478K +$21.7K +37 +5%
MHIC
3565
Marble Harbor Investment Counsel
Massachusetts
$477K
FI
3566
FWG Investments
Kentucky
$476K +$82.1K +140 +21%
AIM
3567
Arcadia Investment Management
Michigan
$475K +$43.4K +74 +10%
HHGA
3568
Halbert Hargrove Global Advisors
California
$475K -$4.69K -8 -1%
HWP
3569
Heritage Wealth Partners
Ohio
$474K -$4.11K -7 -0.9%
PFA
3570
Professional Financial Advisors
Nebraska
$474K +$13.5K +23 +3%
VW
3571
Vance Wealth
California
$474K -$520K -887 -52%
AHC
3572
Adell Harriman & Carpenter
Texas
$474K
BSWM
3573
Boston Standard Wealth Management
Massachusetts
$472K +$58K +99 +14%
MSWM
3574
Mowery & Schoenfeld Wealth Management
Illinois
$472K
SAM
3575
Strive Asset Management
Ohio
$471K +$471K +804 New