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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 %
FAG
401
Financial Advisory Group
Texas
$63.9M -$2.09M -4,005 -3%
SW
402
SlateStone Wealth
Florida
$63.7M -$2.25M -4,307 -3%
MCCA
403
Mill Creek Capital Advisors
Pennsylvania
$63.7M -$2.03M -3,889 -3%
TIM
404
Total Investment Management
Arizona
$63.4M -$1.57M -2,993 -2%
JIC
405
Johnson Investment Counsel
Ohio
$63.1M +$3.08M +5,884 +5%
DWM
406
Dynasty Wealth Management
Florida
$62.2M +$62.2M +118,864 New
KCM
407
Kennicott Capital Management
California
$61.8M -$143K -273 -0.2%
CPP
408
Capasso Planning Partners
South Carolina
$61.8M +$8.69M +16,607 +16%
WW
409
Westshore Wealth
California
$61.6M +$626K +1,197 +1%
KP
410
Keel Point
Alabama
$61.5M -$11.7M -22,459 -16%
FWTB
411
First Western Trust Bank
Colorado
$61.4M -$242K -463 -0.4%
WA
412
Waverly Advisors
Alabama
$61.4M +$36.1M +69,092 +143%
BCP
413
Berkeley Capital Partners
Georgia
$61.2M -$998K -1,908 -2%
Chevy Chase Trust
414
Chevy Chase Trust
Maryland
$61.1M +$430K +823 +0.7%
PAMP
415
Polar Asset Management Partners
Ontario, Canada
$60.5M +$55.4M +105,900 +1,081%
TSM
416
Two Star Manager
Florida
$60.4M +$60.4M +115,549 New
GRP
417
Global Retirement Partners
California
$60.2M +$3.51M +6,701 +6%
CIG
418
Consolidated Investment Group
Colorado
$60.2M
BB
419
Busey Bank
Illinois
$60.1M +$2.84M +5,422 +5%
HPC
420
Hobart Private Capital
North Carolina
$59.6M -$5.72M -10,927 -9%
SWPG
421
Strategic Wealth Partners Group
Illinois
$59.4M -$386K -735 -0.6%
Wealthfront Advisers
422
Wealthfront Advisers
California
$59.1M +$18M +34,370 +44%
FCI
423
Financial Counselors Inc
Kansas
$59M -$24M -45,861 -29%
SSB
424
Sandy Spring Bank
Maryland
$58.8M -$106K -203 -0.2%
BHB
425
Bank Hapoalim BM
Israel
$58.8M -$62.5M -119,562 -52%