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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 %
BDL
4001
Bey-Douglas LLC
Georgia
$219K
PRRFG
4002
Paul R. Ried Financial Group
Washington
$219K +$219K +373 New
BIMC
4003
Benson Investment Management Company
Virginia
$218K +$8.79K +15 +4%
SA
4004
Strategic Advocates
Utah
$218K -$111K -189 -34%
BCM
4005
Blume Capital Management
California
$216K
KWM
4006
KMT Wealth Management
California
$216K +$216K +369 New
BRIA
4007
Balanced Rock Investment Advisors
Massachusetts
$216K
CAG
4008
Compass Advisory Group
New York
$214K -$1.76K -3 -0.8%
ARG
4009
Advisory Resource Group
Oklahoma
$214K -$1.17K -2 -0.5%
SFCL
4010
Strengthening Families & Communities LLC
Massachusetts
$213K +$587 +1 +0.3%
CWMGP
4011
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$586 +1 +0.3%
CWA
4012
Clearview Wealth Advisors
Oregon
$213K +$213K +363 New
SIM
4013
Synergy Investment Management
Florida
$213K +$213K +363 New
PPA
4014
Pacific Point Advisors
California
$212K +$212K +353 New
SCM
4015
Stevens Capital Management
Pennsylvania
$212K -$69.1M -117,617 -100%
OWA
4016
One Wealth Advisors
California
$212K
UCI
4017
Uncommon Cents Investing
Wisconsin
$212K
JWM
4018
JP Wealth Management
South Carolina
$212K +$212K +361 New
SO
4019
STRS Ohio
Ohio
$211K -$5.86K -10 -3%
FC
4020
Fusion Capital
South Carolina
$210K
PM
4021
Phraction Management
Connecticut
$210K -$82.1K -140 -28%
AWM
4022
Avitas Wealth Management
California
$210K +$210K +359 New
LEFP
4023
Leading Edge Financial Planning
Tennessee
$210K -$19.3K -33 -8%
FCG
4024
Financial Connections Group
California
$209K
PAM
4025
Pacific Asset Management
Washington
$208K +$208K +356 New