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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 %
WA
401
Waverly Advisors
Alabama
$73.2M +$11.9M +20,247 +19%
BCP
402
Berkeley Capital Partners
Georgia
$73.2M +$2.9M +4,945 +4%
MCCA
403
Mill Creek Capital Advisors
Pennsylvania
$72.4M -$6.82M -11,644 -9%
TG
404
TCW Group
California
$72.4M -$5.44M -9,279 -7%
CAL
405
Capital Advisors Ltd
Ohio
$72M +$288K +492 +0.4%
QCM
406
Quantinno Capital Management
New York
$72M +$24.2M +41,250 +51%
AWM
407
Activest Wealth Management
Florida
$71M +$3.31M +5,649 +5%
EWM
408
Evercore Wealth Management
New York
$70.9M +$410K +699 +0.6%
CIG
409
Consolidated Investment Group
Colorado
$70.7M +$3.22M +5,500 +5%
FCI
410
Financial Counselors Inc
Kansas
$70.3M -$1.56M -2,668 -2%
KA
411
Klingman & Associates
New York
$70.2M -$798K -1,361 -1%
DWM
412
Dynasty Wealth Management
Florida
$69.9M -$235M -400,837 -77%
EDRH
413
Edmond de Rothschild Holding
Switzerland
$69.2M -$8.22M -14,031 -11%
SFM
414
Soros Fund Management
New York
$69.2M +$69.2M +118,000 New
NCM
415
Novare Capital Management
North Carolina
$68.8M +$1.69M +2,881 +3%
JIC
416
Joel Isaacson & Co
New York
$68.7M +$2.24M +3,818 +3%
CAG
417
Curtis Advisory Group
California
$68.5M +$2.99M +5,096 +5%
VVP
418
Venture Visionary Partners
Ohio
$68.1M +$2.01M +3,425 +3%
IA
419
IFG Advisors
Missouri
$67.9M +$2.58M +4,395 +4%
CA
420
Clearstead Advisors
Ohio
$67.6M +$350K +598 +0.5%
LDNAM
421
Lepercq De Neuflize Asset Management
New York
$67.5M +$67.5M +115,245 New
LMAF
422
Lepercq Multi-Asset Fund
Bermuda
$67.5M +$67.5M +115,245 New
IA
423
IFP Advisors
Florida
$67.5M +$17.8M +30,321 +36%
OWM
424
Olympus Wealth Management
Utah
$66.8M -$3.82M -6,525 -5%
FWTB
425
First Western Trust Bank
Colorado
$66.6M -$946K -1,614 -1%