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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 %
T. Rowe Price Associates
551
T. Rowe Price Associates
Maryland
$44.7M +$15.6M +26,655 +54%
CIC
552
Carnegie Investment Counsel
Ohio
$44.5M -$854K -1,458 -2%
KC
553
Kaleidoscope Capital
Massachusetts
$44.2M +$44.2M +75,452 New
LSA
554
L & S Advisors
California
$44.2M +$27M +46,146 +158%
SAI
555
Systematic Alpha Investments
New Jersey
$44.1M +$19.3M +33,000 +78%
YCM
556
Yousif Capital Management
Michigan
$44M +$163K +278 +0.4%
LFRG
557
Lazard Frères Gestion
France
$43.9M +$2.34M +4,000 +6%
RG
558
Rathbones Group
United Kingdom
$43.8M +$1.35M +2,309 +3%
ATC
559
Argent Trust Co
Tennessee
$43.8M -$743K -1,267 -2%
LFS
560
Lutz Financial Services
Nebraska
$43.7M -$1.45M -2,479 -3%
IA
561
IFG Advisory
Georgia
$43.6M -$14.7K -25 -0%
MC
562
Medici Capital
California
$43.6M +$43.6M +74,410 New
EP
563
Essential Planning
New Hampshire
$43.6M +$43M +72,875 +7,575%
SAM
564
Silvercrest Asset Management
New York
$43.4M +$24.6M +41,978 +131%
DWM
565
Dakota Wealth Management
Florida
$43.2M +$4.6M +7,852 +12%
BPCE
566
Bank Pictet & Cie (Europe)
Germany
$42.9M +$3.03M +5,168 +8%
DWM
567
Diversify Wealth Management
Utah
$42.8M +$9.75M +16,799 +29%
KA
568
Kozak & Associates
Colorado
$42.8M -$4.6M -7,764 -10%
KFC
569
Klingenstein Fields & Co
New York
$42.8M -$1.83M -3,125 -4%
RIS
570
Retirement Income Solutions
Michigan
$42.6M -$1.17M -1,999 -3%
IAS
571
Insigneo Advisory Services
Florida
$42.4M +$6.78M +12,158 +19%
EPA
572
Element Pointe Advisors
Florida
$42.3M +$119K +203 +0.3%
CWM
573
Congress Wealth Management
Massachusetts
$42.3M +$7.07M +12,067 +20%
RC
574
RDST Capital
Washington
$41.9M +$41.9M +71,500 New
SPIO
575
Seven Post Investment Office
California
$41.7M +$1.03M +1,761 +3%