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SPDR S&P 500 ETF Trust

3,670 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, 1,424 increasing their positions, 1,576 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,670
Holders Change
+10
Holders Change %
+0.27%
% of All Funds
53.2%
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
1,424
Reduced
1,576
Closed
140
Calls
$276B
Puts
$674B
Net Calls
-$398B
Net Calls Change
-$213B
Name Holding Trade Value Shares
Change
Shares
Change %
UFAC
351
Urban Financial Advisory Corp
Illinois
$75.6M -$517K -988 -0.7%
SFA
352
Sequoia Financial Advisors
Ohio
$75.5M -$2.69M -5,139 -3%
Credit Agricole
353
Credit Agricole
France
$75.4M -$86.5M -173,133 -53%
MHS
354
M Holdings Securities
Oregon
$75.2M -$5.42M -10,353 -7%
LNC
355
Lincoln National Corp
Pennsylvania
$75.2M +$841K +1,608 +1%
MWM
356
Modern Wealth Management
Kansas
$75.1M +$3.63M +6,944 +5%
JPC
357
Jabodon PT Co
Nevada
$74M
MFIM
358
Mesirow Financial Investment Management
Illinois
$73.8M +$3.63M +6,937 +5%
UFF
359
USA Financial Formulas
Michigan
$73.6M +$2.65M +5,062 +4%
PWM
360
Pacific Wealth Management
California
$73.4M
MMA
361
Mizuho Markets Americas
New York
$73.4M -$21.1M -40,251 -22%
AI
362
Atria Investments
North Carolina
$73.4M -$17.6M -33,595 -19%
EML
363
Eos Management LP
New York
$73.3M
USCWA
364
U.S. Capital Wealth Advisors
Texas
$72.9M +$97.3K +186 +0.1%
CWG
365
Cornerstone Wealth Group
North Carolina
$72.7M +$73.2K +140 +0.1%
IWC
366
Integrated Wealth Concepts
Massachusetts
$72.5M +$2.54M +4,847 +4%
KFGK
367
Keystone Financial Group (Kentucky)
Kentucky
$72.4M +$2.51M +4,806 +4%
AWM
368
Atticus Wealth Management
Florida
$72.1M +$3.42M +6,541 +5%
B
369
Barings
North Carolina
$72.1M -$10.5M -20,124 -13%
ORAM
370
One River Asset Management
Connecticut
$71.9M +$33.1M +63,364 +86%
EWM
371
Evercore Wealth Management
New York
$71.4M -$5.47M -10,459 -7%
BT
372
Brandywine Trust
Delaware
$71.1M +$2.62M +5,006 +4%
FAIM
373
Financial Advocates Investment Management
Washington
$71.1M +$21.4M +40,943 +43%
PGA
374
Portland Global Advisors
Maine
$71.1M -$2.18M -4,164 -3%
LWA
375
Lowe Wealth Advisors
Maryland
$71M -$474K -906 -0.7%