SPY icon

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 %
MHIP
4101
Mountain Hill Investment Partners
New Jersey
$104K +$104K +177 New
FWM
4102
FLP Wealth Management
Arkansas
$103K +$103K +176 New
BAM
4103
Byrne Asset Management
New Jersey
$103K +$103K +176 New
NMG
4104
New Millennium Group
Utah
$102K +$29.2K +50 +40%
UOTTAIMCU
4105
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$100K +$100K +171 New
SWIM
4106
Smallwood Wealth Investment Management
New Jersey
$100K +$100K +171 New
PCTC
4107
Perkins Coie Trust Company
Washington
$99K
DWA
4108
Dougherty Wealth Advisers
Minnesota
$97.3K -$35.8K -61 -27%
FCT
4109
First Community Trust
Iowa
$94.9K +$94.9K +162 New
PFG
4110
Putney Financial Group
California
$92.6K +$92.6K +158 New
MIA
4111
Milestone Investment Advisors
Wisconsin
$89.1K
RF
4112
Robbins Farley
New Hampshire
$87.9K -$199K -340 -69%
VIM
4113
VELA Investment Management
Ohio
$87.9K +$17.6K +30 +25%
DWM
4114
Dogwood Wealth Management
Kansas
$86.7K +$63.3K +108 +270%
CWM
4115
Consultiva Wealth Management
Puerto Rico
$85K +$85K +145 New
B
4116
Birchbrook
Maine
$84.1K -$2.35K -4 -3%
NRWA
4117
North Ridge Wealth Advisors
Oregon
$82.6K +$82.6K +141 New
CWM
4118
Cedar Wealth Management
California
$82.6K -$340K -580 -80%
CAM
4119
Creekmur Asset Management
Illinois
$79.1K
MG
4120
MilWealth Group
Wisconsin
$77.4K +$2.93K +5 +4%
CT
4121
Clearstead Trust
Maine
$77.4K -$2.93K -5 -4%
SWM
4122
Sanctuary Wealth Management
Idaho
$76.2K -$22.3K -38 -23%
SCA
4123
Stuart Chaussee & Associates
California
$76.2K
LWMI
4124
Legacy Wealth Management (Idaho)
Idaho
$72.7K +$6.01K +10 +9%
LIS
4125
Legacy Investment Solutions
Idaho
$72.7K +$6.01K +10 +9%