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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 %
CJH
4126
Christopher J. Hasenberg
Wisconsin
$72.7K
SIM
4127
Studio Investment Management
Illinois
$71.2K
FW
4128
Fairway Wealth
Ohio
$70.3K
BTC
4129
Bank & Trust Company
Illinois
$69.2K
PS
4130
Pinney & Scofield
Massachusetts
$68.6K +$68.6K +117 New
MDA
4131
Minot DeBlois Advisors
Massachusetts
$68K +$68K +116 New
AIA
4132
Arcadia Investment Advisors
Idaho
$65K
NBT
4133
Northwest Bank & Trust
Iowa
$60.3K
TWD
4134
True Wealth Design
Ohio
$59.2K -$36.9K -63 -38%
SC
4135
Skylands Capital
Wisconsin
$58.6K
NECFA
4136
New England Capital Financial Advisors
Connecticut
$53.6K
FFA
4137
Fairfield Financial Advisors
Massachusetts
$49.8K
CWM
4138
Copia Wealth Management
Oregon
$49.8K +$49.8K +85 New
MLA
4139
MB, Levis & Associates
Pennsylvania
$48.6K +$17.6K +30 +57%
EIM
4140
Essex Investment Management
Massachusetts
$47.5K
RTC
4141
Riverview Trust Company
Washington
$46.9K
VWWMG
4142
Vermillion & White Wealth Management Group
Pennsylvania
$45.7K -$2.93K -5 -6%
TCG
4143
Transcendent Capital Group
Oklahoma
$45.7K -$1.76K -3 -4%
FIA
4144
FPC Investment Advisory
California
$45.1K
DWA
4145
Delos Wealth Advisors
Texas
$44.5K +$24.6K +42 +124%
CL
4146
CSS LLC
Illinois
$43.4K -$32.5M -55,474 -100%
EPW
4147
Evergreen Private Wealth
Colorado
$39.9K
LFA
4148
Legend Financial Advisors
Pennsylvania
$37.5K -$1.17K -2 -3%
SRCM
4149
Signature Resources Capital Management
California
$37.5K +$37.5K +64 New
CFS
4150
CGC Financial Services
Oregon
$35.2K